Relationship Banker - Chandler/Tempe Area

Wells Fargo Bank • Gilbert, AZ

4d • Onsite

About The Position

Wells Fargo is hiring 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, addressing everyday banking needs and helping customers work toward financial goals through appointments, lobby engagement, and proactive outreach. The banker uses discovery conversations, planning, digital engagement, and customized deposit, credit, and investment solutions to build lasting customer relationships. The position also handles everyday banking activities such as opening accounts and resolving service requests, and works collaboratively with colleagues and partners across Wealth, Home Lending, and Business Banking to deliver appropriate, integrated solutions.

The role emphasizes proactive relationship development, consultative customer engagement, digital banking adoption, and risk and compliance excellence. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; employees in 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. Continued employment requires obtaining and maintaining the required licenses. SAFE registration is required at employment, and Wells Fargo initiates the registration process after the employee's start date. The position is not eligible for visa sponsorship.

Requirements

• At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
• 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.
• Active or timely completion of FINRA Series 6 and Series 63 examinations, or recognized equivalents, and required state insurance licenses. FINRA qualification exams earned after September 30, 2018 also require the Securities Industry Essentials (SIE) exam.
• FINRA Series 65 or equivalent is also required within a specified period in certain states; requirements may change with state regulations.
• SAFE registration is required at the time of employment.
• Meet enhanced financial fitness and criminal background standards; loan originators must meet LO/CFPB requirements and Wells Fargo policies.
• Obtain and maintain required FINRA licenses for continued employment.

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 needs and recommending products and services for consumer and business customers.
• Ability to champion digital adoption by educating customers about self-service and mobile banking.
• Ability to communicate clearly and confidently, listen with empathy, and 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

• 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 drive balanced growth across deposits, lending, and investments.
• Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, take ownership of qualified opportunities, and support their conversion into closed 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.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations to support risk and control outcomes.
• Fulfill applicable risk-program obligations, follow Wells Fargo policies and procedures, and support proactive risk monitoring, identification, escalation, and remediation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed