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Relationship Banker Grand Strand District Myrtle Beach South Carolina

Wells Fargo · Surfside Beach, SC · 3 wk ago
FinanceFull-time

At Wells Fargo, we're a global trailblazer in financial services, committed to driving innovation, empowering communities, and helping customers succeed. We offer robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. Recognized on the 2026 LinkedIn Top Companies list, we provide a workplace where you can grow your career and thrive.

About the Role

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products, and services. You will help customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience. Relationship Bankers 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, partnering with colleagues across Wealth, Home Lending, and Business Banking to meet customer needs through appropriate referrals. Success is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration.

The Relationship Banker LP (license pending) role is a temporary position until the employee successfully completes licensing and SAFE requirements. Upon completion, employees transition to the Relationship Banker (SAFE) role. Unlicensed hires will participate in the Branch Network Licensed Banker program.

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 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.

Requirements

  • 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.
  • Ability to work a schedule that includes most Saturdays.
  • FINRA Series 6, Series 63 (or recognized equivalents), and State Insurance license(s) must be active or completed within a designated timeframe. For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 (or equivalent) must also be attempted within a specified period.
  • SAFE registration is required at the time of employment; Wells Fargo will initiate the process after your start date.
  • Loan Originators must meet LO/CFPB requirements, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included), and additional ongoing screening may apply.

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 and confidently, 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 recognized equivalents) sufficient for immediate FINRA registration.
  • State Insurance license(s).

Locations

  • Carolina Forest: 3766 Renee Drive, Myrtle Beach, SC 29579
  • Murrells Inlet: 4380 Highway 17, Murrells Inlet, SC 29576
  • Oak Street: 2110 North Oak Street, Myrtle Beach, SC 29577
  • Surfside 544: 2361 Dick Pond Road, Surfside Beach, SC 29575
  • Surfwood Plaza: 210 Highway 17 North, North Myrtle Beach, SC 29582

Due to timing and resource needs, positions may not be available at all listed branch locations.

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