Relationship Banker
Not Disclosed•Full-TimeOn-site
location_onRace Street Meetinghouse, 1501, Cherry Street, Logan Square, Center City, Philadelphia, Philadelphia County, Pennsylvania, 19103, United States
Why Wells Fargo
At Wells Fargo, we are more than a financial services leader; we are a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe a meaningful career is about finding all the elements to help you thrive in one place. Living the Well Life means being supported in life, not just work, with robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being.
You will be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Wells Fargo has been recognized as the #1 financial services employer on the 2025 LinkedIn Top Companies list for best workplaces to grow your career in the U.S.
About the Role
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. This role is designed for individuals who want to build lasting relationships with customers while understanding their unique needs. The day-to-day experience involves identifying opportunities to offer a full range of retail banking deposit and credit products, analyzing business challenges, and presenting solutions for customer inquiries.
For those not yet fully licensed at the time of hire, the position begins as a Relationship Banker LP (SAFE). This is a temporary role within the Branch Banking Licensed Banker licensing program. Upon successful completion of licensing requirements, employees transition to the full Relationship Banker (SAFE) role. This position involves customer contact and duties that may include offering or negotiating terms for dwelling-secured transactions, requiring compliance with the SAFE Mortgage Licensing Act of 2008.
Hiring Process & Application
Wells Fargo requires candidates to directly represent their own experiences during the recruiting and hiring process. Third-party recordings are prohibited unless authorized by the company. For candidates applying to job openings in Canada, applications are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples, and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Please note that this position is not eligible for Visa sponsorship. A current credit report will be used to assess financial responsibility and credit fitness, though a credit score is not included in the evaluation. Successful candidates must meet ongoing regulatory requirements, including enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review and SAFE registration processes upon offer acceptance and employment start date, respectively.
Equal Opportunity & Culture
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Our culture focuses on building strong customer relationships balanced with a strong risk-mitigating and compliance-driven approach. Employees are accountable for executing all applicable risk programs, including Credit, Market, Financial Crimes, Operational, and Regulatory Compliance. We emphasize proactive monitoring, governance, risk identification, and making sound risk decisions commensurate with the business unit's risk appetite. We maintain a drug-free workplace.
Work location
Work model: On-site
Race Street Meetinghouse, 1501, Cherry Street, Logan Square, Center City, Philadelphia, Philadelphia County, Pennsylvania, 19103, United States
Philadelphia, Pennsylvania
Key Responsibilities
- check_circleBuild relationships with customers and understand their specific needs
- check_circleIdentify opportunities to offer retail banking deposit and credit products
- check_circleAnalyze business challenges for emerging affluent and high-value customers
- check_circleOpen and service accounts within authorized limits and schedule follow-up contacts
- check_circlePartner with financial advisors to address customer investment and retirement needs
- check_circleProvide self-service digital banking options and educate customers on mobile banking
- check_circleAdhere to risk management culture and follow all applicable policies and procedures
- check_circleComply with SAFE Mortgage Licensing Act and related regulatory requirements
- check_circleConnect customers with appropriate partners or relationship managers to meet their needs
- check_circlePresent recommendations to resolve customer account inquiries and service requests
Requirements
- verified2+ years of customer service experience
- verified1+ year of assessing and meeting customer needs
- verified1+ year of building and maintaining customer relationships
- verifiedFINRA Series 6 and Series 63 examinations (or equivalents)
- verifiedState Insurance license(s)
- verifiedSAFE registration
- verifiedNot eligible for Visa sponsorship
Nice to Have
Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration; State Insurance license(s); Customer service focus with experience handling transactions across multiple systems; Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues; Strong verbal, written, and interpersonal communication skills; Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business; Ability to be proactive, innovative, and creative in meeting customer and enterprise needs; Ability to make client calls and actively participate in the sales development process; Knowledge and understanding of retail compliance controls, risk management, and loss prevention; Ability to follow policies, procedures, and regulations; High motivation with ability to successfully meet team objectives while maintaining individual performance; Experience mentoring and peer-coaching; Experience assessing customer needs and recommending products/services to fulfill those needs; Experience using business acumen to provide financial services consultation to small business customers; Knowledge and understanding of financial services consumer lending products; Ability to educate and connect customer to technology and share the value of mobile banking options; Ability to interact with integrity and professionalism with customers and employees.
Similar Job Opportunities
Frequently asked questions about Relationship Banker at Wells Fargo
What does a Relationship Banker at Wells Fargo do?expand_more
In this Relationship Banker at Wells Fargo role, you will build relationships with customers and understand their specific needs; identify opportunities to offer retail banking deposit and credit products; analyze business challenges for emerging affluent and high-value customers; and open and service accounts within authorized limits and schedule follow-up contacts.
What are the requirements for this Relationship Banker role?expand_more
Wells Fargo is looking for candidates who meet the following requirements: 2+ years of customer service experience; 1+ year of assessing and meeting customer needs; 1+ year of building and maintaining customer relationships; FINRA Series 6 and Series 63 examinations (or equivalents); State Insurance license(s); and SAFE registration.
Where is the Relationship Banker role at Wells Fargo located?expand_more
Relationship Banker at Wells Fargo is based in Race Street Meetinghouse, 1501, Cherry Street, Logan Square, Center City, Philadelphia, Philadelphia County, Pennsylvania, 19103, United States. This is a on-site role.
Is this Relationship Banker job remote, hybrid, or on-site?expand_more
Wells Fargo has listed this Relationship Banker role as on-site.
How much experience is required for this Relationship Banker role?expand_more
Relationship Banker at Wells Fargo typically requires 2+ years of relevant experience at the mid level level.
What skills do you need for the Relationship Banker role at Wells Fargo?expand_more
Key skills for Relationship Banker at Wells Fargo include Finra Series 6; Finra Series 63; Finra Series 65; State Insurance License; Safe Mortgage Licensing Act; NMLS; Regulation Z; and Loan Originator.
What category does the Relationship Banker role belong to?expand_more
Relationship Banker at Wells Fargo is part of the accounting & finance job category on Recrutus.
About Wells Fargo
Wells Fargo & Company operates as a diversified financial services provider headquartered in San Francisco, California. Established in 1852, the organization manages approximately $1.9 trillion in assets and offers a broad range of banking, investment, and mortgage products alongside consumer and commercial finance solutions. The company serves one in three households within the United States and maintains a global footprint with offices in over 40 countries and territories to support clients engaged in international business.
Through a network comprising more than 7,300 locations and 12,000 ATMs, Wells Fargo delivers services via physical branches, digital platforms, and mobile banking applications. The firm employs approximately 250,000 team members dedicated to meeting customer financial needs. In 2022, the company was ranked No. 41 on Fortune's list of America's largest corporations. The organization welcomes applications from veterans and transitioning service members with relevant military experience and provides equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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