Relationship Banker Monument Marketplace CO

Wells Fargo Bank•Monument, CO

5d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also opening accounts and handling service requests. The role builds customer credibility and loyalty through discovery-focused conversations and long-term relationship development. It is based in a collaborative branch environment and involves working with colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The position requires proactive customer engagement, sound risk judgment, accurate documentation, and adherence to policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee completes the licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program; after successful completion of the requirements, they transition to the Relationship Banker (SAFE) role. Required licenses must be obtained and maintained for continued employment. The role is not eligible for visa sponsorship.

Requirements

At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
At least 1 year assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year building and maintaining effective relationships with customers and partners.
Ability to obtain and maintain FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses within the designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
Meet enhanced financial fitness and criminal background standards. Additional screening may apply, and loan originators must meet LO/CFPB requirements and applicable Wells Fargo policies.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing customer needs and recommending products and services for consumer and business customers.
Ability to communicate clearly and confidently, listen empathetically, and build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Completed FINRA Series 6 and Series 63 examinations (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with colleagues across Wealth, Home Lending, and Business Banking to deliver integrated solutions, coordinate warm introductions, set expectations, and take ownership of qualified opportunities through closing.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Support customers with everyday banking activities, including opening accounts and handling service requests.
Work a schedule that includes most Saturdays.