Relationship Banker - Chandler/Tempe Area

Wells Fargo•Mesa, AZ

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 progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also assisting with account openings, service requests, and other everyday banking activities. The role builds customer credibility and loyalty by leading discovery conversations, providing tailored guidance, and developing long-term relationships. Relationship Bankers work in a collaborative branch environment, receive ongoing coaching, and partner with colleagues in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. Success depends on relationship-building, proactive engagement, sound judgment, and effective collaboration. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successful completion. The role requires applicable FINRA and state insurance licenses, SAFE registration, and compliance with enhanced financial fitness and background standards. It is not eligible for Visa sponsorship.

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 examinations, or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
For FINRA qualification examinations earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For employment in specified states, FINRA Series 65 or equivalent is required within a specified period, subject to applicable state requirements.
Obtain and maintain required FINRA licenses for continued employment.
Meet enhanced financial fitness and criminal background standards.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
This position is not eligible for Visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to educate customers on self-service and mobile banking options to support digital adoption.
Clear, confident communication; empathetic listening; and the ability to build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Successful completion of FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Acquire, manage, and grow a portfolio of consumer and business customer relationships through proactive engagement.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking, coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through completion.
Educate customers on 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 escalation, and adherence to policies and regulations.
Meet applicable risk program, compliance, and policy obligations, including identifying and escalating issues and making sound risk decisions.