Relationship Banker Delaware South District

Wells Fargo & Company•Rehoboth Beach, DE

1d•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 work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts, handling service requests, and providing a seamless banking experience. The position focuses on building trust and long-term customer relationships through thoughtful discovery conversations, proactive engagement, and collaboration with colleagues. The Relationship Banker partners with professionals in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The Relationship Banker LP (license pending) designation is temporary until licensing and SAFE requirements are completed; eligible employees then transition to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The role requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and compliance with enhanced financial fitness and criminal background standards. It is not eligible for visa sponsorship. The schedule will include most Saturdays. The listed posting locations are Newark, Dover, and Rehoboth Beach, Delaware; availability may vary by location.

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.
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 license(s), active or completed within the designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
In specified states, including Delaware, FINRA Series 65 (or equivalent) must also be attempted within the specified period.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Meet applicable loan originator/CFPB requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background.
Meet enhanced financial fitness and criminal background standards.
This position is not eligible for visa sponsorship.

Nice To Haves

Proven 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 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 options.
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.
Successful completion of FINRA Series 6 and Series 63 examinations (or FINRA-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 recommend tailored banking and credit strategies across deposits, lending, and investments.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners, set expectations, and take ownership of qualified opportunities through to completion.
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 policies and regulations to support effective risk controls.
Follow applicable risk and compliance programs, policies, procedures, and obligations; identify and escalate risks and remediate issues in a timely manner.