Relationship Banker Papago Plaza

Wells Fargo•Scottsdale, AZ

5d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for 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 banker helps customers pursue financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions. The role also supports account openings and service requests, and partners with colleagues across Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated solutions. Success relies on relationship-building, proactive customer engagement, consultative conversations, collaboration, and sound risk and compliance practices. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are completed; eligible employees then transition to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.

Requirements

At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in specified states, FINRA Series 65 (or equivalent) is also required within a specified period, subject to state requirements.
Must obtain and maintain required FINRA licenses for continued employment.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
Not eligible for Visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong 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 promote digital adoption by educating customers about self-service and mobile banking.
Clear and confident communication, empathetic listening, and ability to 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 licenses.

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 professionals in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues effectively.