Jobs · North Dakota

Relationship Banker Fargo Main

Wells Fargo · Fargo, ND · 1 mo ago
Full-time
We need to produce HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if real specific content. We need to parse the posting. First, remove boilerplate: "Why Wells Fargo Are you looking for more? Find it here." etc. Also remove EEO, legal, etc. Also remove "Posting Location: 406 Main Ave- Fargo, ND Posting End Date: 30 Sep 2026 Job posting may come down early due to volume of applicants." Also remove "We Value Equal Opportunity ..." etc. We need to preserve substantive info: About This Role, In This Role You Will (responsibilities), Required Qualifications, Desired Qualifications, Job Expectations (schedule, licensing). Also maybe Benefits? The posting mentions "robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being." That's in the introductory paragraph about Wells Fargo. That could be considered Benefits section. Also "Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being." So we can extract Benefits: robust benefits, competitive compensation, programs for work-life balance and well-being. Also maybe Pay? Not specific numbers. So we should not create Pay section unless explicit. There's no specific pay figure. So omit Pay. Schedule: "Ability to work a schedule that will include most Saturdays" => schedule section. Also maybe "Job Expectations" includes licensing requirements etc. That could go under Requirements or Qualifications. We'll treat Required Qualifications and Desired Qualifications as separate sections? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). They want us to use those headings if content exists. So we need to map content to these headings. - About the role: summary of role (About This Role paragraph). Use

About the role

then

...

. - Responsibilities: "In This Role You Will" bullet list. Use
  • . - Requirements: maybe Required Qualifications? Could be Requirements heading. Use

    Requirements

    then list. - Qualifications: Desired Qualifications? Could be Qualifications heading. Use

    Qualifications

    then list. - Skills: maybe from Desired Qualifications includes skills like communication, etc. Could combine but we can put under Skills heading if we have skill-specific content. The Desired Qualifications list includes many skill-like items. We could put them under Skills. But we also have Qualifications heading for desired qualifications? The instruction list includes both Qualifications and Skills as separate possible headings. We need to decide. We have Required Qualifications (experience) and Desired Qualifications (skills, experience, licenses). Could treat Required Qualifications as Requirements, Desired Qualifications as Qualifications, and then maybe Skills separate? But Desired Qualifications includes both experience and skills. Could split: Requirements (mandatory experience), Qualifications (desired experience/licenses), Skills (specific abilities like communication, digital adoption, etc.). However we must not invent sections if content is vague. We have explicit list under Desired Qualifications that includes: Proven ability to source, acquire, and deepen relationships... Knowledge of book of business management practices... Experience assessing needs and recommending products... Champion digital adoption... Demonstrated ability to communicate clearly... 1+ year of financial services experience... Successfully completed FINRA Series 6 and 63... State Insurance license(s). Those are a mix of experience, licenses, skills. We could put all Desired Qualifications under Qualifications heading, and not create Skills unless we have explicit skill list separate. Since we don't have a separate skill list, we can omit Skills section. Benefits: we have robust benefits, competitive compensation, programs for work-life balance and well-being. That's specific enough. So Benefits heading. Schedule: Ability to work a schedule that will include most Saturdays. So Schedule heading. Pay: no specific compensation numbers, so omit. Now we need to ensure we don't include boilerplate like "Living the Well Life means..." we used for Benefits. Also we might include "robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being." That's from the intro. Also maybe mention "recognized for it - Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list..." That's not a benefit but could be considered under Benefits? It's more about recognition. Might be considered as part of Benefits? But it's not a benefit per se. Safer to stick to the explicit benefits phrase. Now we need to output only HTML fragment, no markdown fences. Let's craft:

    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 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 role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers 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 and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. 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.

    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 a team of 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

    Requirements

    • 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education
    • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
    • 1+ year of building and maintaining effective relationships with customers and partners

    Qualifications

    • Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
    • 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
    • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
    • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
    • 1+ year of financial services experience in consumer, home lending, business banking, or investments
    • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
    • State Insurance license(s)

    Benefits

    Robust benefits, competitive compensation, and programs designed to help you find work-life balance and well‑being.

    Schedule

    Ability to work a schedule that will include most Saturdays.

    Check for any leftover boilerplate: we removed EEO, etc. Also removed "Posting Location", "Posting End Date", "Job posting may come down early", "We Value Equal Opportunity", etc. Also removed "Reference Number". Also removed "Job Expectations" content about licensing etc. Wait we omitted licensing requirements from Requirements/Qualifications? Actually we included FINRA Series 6/63 and State Insurance license(s) under Qualifications. That's appropriate. Also we might need to mention "Job Expectations Ability to work a schedule that will include most Saturdays" we captured under Schedule. Also we might need to mention "This role requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe." That's covered by Qualifications (licenses). Also mention about SIE exam after Sept 30, 2018, and Series 65 for certain states. That's extra detail; we should preserve ALL substantive information. So we need to include that detail somewhere. It's part of qualifications/requirements. We should add to Qualifications list maybe as a note. We have to preserve ALL substantive information; do not invent or summarize away detail. So we need to include the specifics about SIE exam requirement and Series 65 for certain states, also mention that obtaining and maintaining required FINRA licenses is necessary for continued employment, meeting enhanced financial fitness and criminal background standards, Wells Fargo will begin FINRA review after offer accepted, SAFE registration required at time of employment, etc. Also mention "Loan Originators must meet LO/CFPB requirements..." etc. Also "This position is not eligible for Visa sponsorship". Also maybe "Posting Location" and "Posting End Date" we removed but they are metadata; instruction says do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short

    or drop it. Posting location and end date could be considered minor metadata; we could drop them or include in a short p. The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it." So we could include a short p for location and end date. But they said "Prefer a few substantive sections over many thin ones." Might be okay to drop them. However we need to preserve ALL substantive information; location and end date are substantive? They are metadata but maybe considered minor. The instruction says we can drop minor metadata. So we can drop them. But we must preserve details about licensing requirements, SIE, Series 65 for certain states, financial fitness, criminal background, SAFE registration, etc. Also mention about Visa sponsorship not eligible. We need to decide where to put these. Could be under Requirements or Qualifications. Since they are about licensing and compliance, maybe under Requirements (mandatory). Let's add a subsection under Requirements list items. We'll add items: - Must obtain and maintain required FINRA licenses (Series 6, Series 63, or recognized equivalents); if earned after Sept. 30,

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