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  1. Home
  2. chevron_right
  3. accounting & finance
  4. chevron_right
  5. Relationship Banker University Place
Wells Fargo logo

Relationship Banker University Place

Not Disclosed•Full-TimeOn-site

location_on815, East 500 North, Orem, Utah County, Utah, 84097, United States

Apply Now

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 that a meaningful career is about finding all the elements to help you thrive in one place. Living the Well Life means you are supported in life, not just work, with robust benefits and programs designed to help you find work-life balance and well-being.

We recognize and reward the behaviors that create meaningful customer value. Our commitment to growth and culture has been recognized, with Wells Fargo ranked in the top three on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S.

About the Role

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves as the primary point of contact for everyday banking needs, products, and services for customers across all segments, including affluent clients.

You will help customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. Beyond handling service requests and opening accounts, you will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands, partnering with colleagues to meet customer needs through appropriate referrals.

This role is well-suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time. Please note that the Relationship Banker LP (license pending) role is a temporary position until the employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role.

Hiring Process and Requirements

Wells Fargo will begin the FINRA review process once an offer is accepted. Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role requires meeting enhanced financial fitness and criminal background standards, and a credit report may be reviewed. Additionally, this position is not eligible for Visa sponsorship.

Equal Opportunity and 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. Employees support our focus on building strong customer relationships balanced with a strong risk-mitigating and compliance-driven culture.

Candidates applying to job openings in Canada are encouraged to apply, 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. For those requiring a medical accommodation during the application or interview process, please visit the Disability Inclusion page on the Wells Fargo careers site.

Wells Fargo maintains a drug-free workplace and requires all candidates to directly represent their own experiences during the recruiting and hiring process. Third-party recordings are prohibited unless authorized by Wells Fargo.

Work location

Work model: On-site

location_on

815, East 500 North, Orem, Utah County, Utah, 84097, United States

Orem, Utah

Key Responsibilities

  • check_circleProactively acquire, manage, and grow a portfolio of consumer and business customer relationships
  • check_circleLead discovery-driven conversations to understand customer goals and deliver tailored banking strategies
  • check_circleChampion digital adoption by educating customers on self-service and mobile banking options
  • check_circleResolve account inquiries and service requests within authorized limits while documenting actions
  • check_circleDemonstrate risk excellence through accurate documentation and adherence to policies and regulations
  • check_circlePartner with Wealth, Home Lending, and Business Banking teams to deliver integrated financial solutions

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)
  • verifiedSIE exam required for FINRA exams earned after Sept. 30, 2018
  • verifiedFINRA Series 65 (or equivalent) for specific states
  • verifiedSAFE registration required at employment
  • verifiedNot eligible for Visa sponsorship

Nice to Have

Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships. Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments. Experience assessing needs and recommending products and services for consumer and business customers. Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others. 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments. Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration. State Insurance license(s).

Wells Fargo logo
Company

Wells Fargo

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

2+ yrs (Entry Level)

Job Type

Full-Time

Skills Required

Finra Series 6

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Frequently asked questions about Relationship Banker University Place at Wells Fargo

What does a Relationship Banker University Place at Wells Fargo do?expand_more
In this Relationship Banker University Place at Wells Fargo role, you will proactively acquire, manage, and grow a portfolio of consumer and business customer relationships; lead discovery-driven conversations to understand customer goals and deliver tailored banking strategies; champion digital adoption by educating customers on self-service and mobile banking options; and resolve account inquiries and service requests within authorized limits while documenting actions.
What are the requirements for this Relationship Banker University Place 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 SIE exam required for FINRA exams earned after Sept. 30, 2018.
Where is the Relationship Banker University Place role at Wells Fargo located?expand_more
Relationship Banker University Place at Wells Fargo is based in 815, East 500 North, Orem, Utah County, Utah, 84097, United States. This is a on-site role.
Is this Relationship Banker University Place job remote, hybrid, or on-site?expand_more
Wells Fargo has listed this Relationship Banker University Place role as on-site.
How much experience is required for this Relationship Banker University Place role?expand_more
Relationship Banker University Place at Wells Fargo typically requires 2+ years of relevant experience at the entry level level.
What skills do you need for the Relationship Banker University Place role at Wells Fargo?expand_more
Key skills for Relationship Banker University Place at Wells Fargo include Finra Series 6; Finra Series 63; Finra Series 65; State Insurance License; Sie; and Safe Registration.
What category does the Relationship Banker University Place role belong to?expand_more
Relationship Banker University Place at Wells Fargo is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Finra Series 63
Finra Series 65
State Insurance License
Sie
Safe Registration
US privacy notice
Accessibility