Relationship Banker Coastal Bend

At Wells Fargo we’re more than a financial services leader – we’re 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 you need to thrive in one place, with robust benefits, competitive compensation, and programs that support work‑life balance and well‑being.

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. 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, coordinating warm introductions, setting clear expectations, and converting 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.

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.
• 1+ year of building and maintaining effective relationships with customers and partners.

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.
• Experience assessing needs and recommending products and services for consumer and business customers.
• Demonstrated ability to communicate clearly, listen with empathy, and build credibility and trust.
• 1+ year of financial services experience in consumer, home lending, business banking, or investments.
• Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA‑recognized equivalents) sufficient for immediate FINRA registration.
• State insurance license(s) as required.

Schedule

• Ability to work a schedule that includes most Saturdays.

Licensing Requirements

• FINRA Series 6 and Series 63 (or FINRA‑recognized equivalents) – must be active or completed within a designated timeframe.
• For exams earned after Sept 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.
• SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies on financial responsibility, character, fitness, and criminal background.
• Obtaining and maintaining required FINRA licenses is necessary for continued employment; a credit report may be reviewed and ongoing screening may apply.

Locations

• Southern: 4881 Saratoga Blvd, Corpus Christi, TX 78413
• Flour Bluff: 1190 Waldron Rd, Corpus Christi, TX 78418
• Calallen: 13630 Northwest Blvd, Corpus Christi, TX 78410
• Alameda: 4251 S Alameda St, Corpus Christi, TX 78412
• Uptown: 555 N Carancahua St Ste 150, Corpus Christi, TX 78401
• Gulfway: 6000 S Padre Island Dr, Corpus Christi, TX 78412
• Portland: 3048 US Highway 181 Ste E, Portland, TX 78374