Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Crowley

Category:
Banking

Contract Type:
Employment contract

Salary:

24.00 - 35.00 USD / Hour

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Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) as part of the Consumer, Small & Business Banking division. The role involves building relationships with customers, addressing their banking needs, and providing solutions. Employees in this position must meet licensing requirements as per the SAFE Mortgage Licensing Act. Additionally, customer contact and offering banking options are core duties.

Job Responsibility:

participate in building relationships with customers and spend time understanding required needs
identify opportunities for offering Wells Fargo retail banking deposit and credit products and services
analyze tactical business challenges related to full-service banking experience for emerging affluent and high-value customers
present recommendations for resolving inquiries and service requests regarding customers' accounts
open and service accounts
create plans for follow-up and scheduled contacts with customers
provide information to internal partners and external sources
identify opportunities to leverage partners to meet customer needs
partner with financial advisors to address customer investment or retirement needs
provide self-service digital banking options to customers

Requirements:

2+ years of customer service experience
1+ year of assessing and meeting the needs of customers
1+ year of building and maintaining effective relationships with customers and partners
compliance with the SAFE Mortgage Licensing Act of 2008
adherence to Wells Fargo sales practices risk management culture
current registration for FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents)
ability to work a schedule that may include most Saturdays
state insurance license(s)

Nice to have:

successful completion of Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations
knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers
ability to be proactive, innovative, and creative in meeting customer and enterprise needs
experience mentoring and peer-coaching
experience assessing customer needs and recommending products/services
knowledge and understanding of retail compliance controls, risk management, and loss prevention

What we offer:

robust benefits
competitive compensation
programs designed to help find work-life balance and well-being

Additional Information:

Job Posted:
July 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker