Relationship Banker Merchants Walk

Wells Fargo•Marietta, GA

2d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The banker serves as the primary point of contact for customers across segments, including affluent customers, and supports their everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also handling activities such as opening accounts and resolving service requests. The Relationship Banker builds credibility and lasting customer relationships through discovery conversations, consultative advice, and collaboration with partners across Wealth, Home Lending, and Business Banking. The position is based at 1313 Johnson Ferry Rd NE, Marietta, Georgia. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are completed; employees then transition to the Relationship Banker (SAFE) role. The position 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 of experience assessing and meeting customer needs or helping resolve issues.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
Ability to work a schedule that includes most Saturdays.
Required FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses, active or completed within a designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) is also required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration is required at 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.
Experience assessing 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, 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 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 across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set expectations, and support qualified opportunities through to completion.
Educate customers on self-service and mobile banking options to encourage digital adoption.
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 policies and regulations to support strong risk and control outcomes.