Relationship Banker - Cheyenne Main
About the role
Wells Fargo is seeking a Relationship Banker (SAFE) to join the National Branch Network. The role serves customers across all segments—including affluent customers—as the primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience.
Responsibilities
- 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 and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
- Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.
- Champion digital adoption by educating customers on self‑service and mobile banking options to elevate satisfaction, engagement, and service efficiency.
- Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow‑up plans that reinforce trust and ease.
- Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes.
The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements; thereafter the employee transitions to the Relationship Banker (SAFE) role.
Required qualifications
- 2 + years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
- 1 + year of assessing and meeting customer needs or helping with issue resolution, demonstrated through work or military experience.
- 1 + year of building and maintaining effective relationships with customers and partners.
This role requires active or timely completion of FINRA Series 6 and Series 63 (or FINRA‑recognized equivalents), a State Insurance license(s), and SAFE registration. For FINRA exams earned after September 30 2018, the Securities Industry Essentials (SIE) exam is also required. In certain states (AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, WY) a FINRA Series 65 (or equivalent) examination is required within a specified period.
Desired qualifications
- Proven ability to source, acquire, and deepen relationships through proactive outreach and 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 skill in championing digital adoption by educating customers on self‑service and mobile banking options.
- Strong communication skills, empathetic listening, and the ability to build credibility and trust.
- 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 equivalents) sufficient for immediate FINRA registration.
- State Insurance license(s).
Schedule
Ability to work a schedule that will include most Saturdays.
Location
1701 Capitol Ave, Cheyenne, WY 82001