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 more than just a job; it’s about finding all the elements you need to thrive in one place. Living the Well Life means you’re supported in life, not just work, with robust benefits, competitive compensation, and programs designed for work‑life balance and well‑being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Wells Fargo was again ranked in the top five on the 2026 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. 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. You will help 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.
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.
- FINRA Series 6 and Series 63 (or FINRA‑recognized equivalents) – active or completed within the designated timeframe.
- Securities Industry Essentials (SIE) exam required for any FINRA qualification earned after Sept. 30 2018.
- State insurance license(s) – active or to be obtained within the required period.
- For hires in 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, and WY, a FINRA Series 65 (or equivalent) examination is required within a specified period.
- Meeting enhanced financial‑fitness and criminal‑background standards; ongoing FINRA and Wells Fargo compliance reviews.
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 banking, home lending, business banking, or investments.
- Successfully completed 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 includes most Saturdays.
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