Relationship Banker Lincoln Heights

About the role

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network, serving 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. Responsibilities include opening accounts, handling service requests, and delivering a seamless experience that builds customer confidence. Success is driven by strong relationship acumen, proactive customer engagement, and collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer 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

Requirements

• 2+ years of customer service experience, or equivalent demonstrated through work experience, training, or military experience
• 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

Licenses and certifications

• Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)

Schedule

Ability to work a schedule that will include most Saturdays.