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Relationship Banker Sweetgrass District South Carolina

Wells Fargo•Mount Pleasant, SC
•Onsite
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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 consumer and business customers, including affluent customers, supporting everyday banking needs and helping customers work toward financial goals through scheduled appointments, lobby engagement, and proactive outreach. The banker holds discovery-focused conversations, provides tailored deposit and credit strategies, supports investment needs, and helps customers use digital banking services. The position also handles account openings, service requests, and other everyday banking activities while delivering a seamless customer experience. The Relationship Banker works collaboratively with colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role emphasizes building customer trust and lasting relationships, growing a portfolio, and maintaining strong risk and compliance practices. Employees hired into the Relationship Banker LP (license pending) role remain in a temporary role until they complete required licensing and SAFE requirements, after which they transition to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The position requires active or timely completion of applicable FINRA and state insurance licenses, SAFE registration, and required background and financial fitness standards. It is not eligible for visa sponsorship. The schedule includes most Saturdays. Positions may not be available at every listed branch location.

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.
  • FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within the designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
  • FINRA Series 65 (or equivalent) is required within a specified period for hires in the states listed in the posting, including South Carolina.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
  • Meet enhanced financial fitness and criminal background standards, as well as applicable Loan Originator/CFPB requirements and Wells Fargo policies.
  • 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 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.
  • 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.
  • 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 Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to outcomes.
  • Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction 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 comply with applicable policies and regulations.
  • Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations and support timely issue remediation.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Ongoing coaching

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

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