Relationship Banker Plano Corridor District

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 through scheduled appointments, lobby engagement, and proactive outreach.

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 one or a combination of the following: 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

Desired 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
• 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)

Job Expectations

• Ability to work a schedule that will include most Saturdays
• 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
• For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: 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
• Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66
• Requirements may change based on current state regulations
• Obtaining and maintaining required FINRA licenses is necessary for continued employment
• This role also requires meeting enhanced financial fitness and criminal background standards
• The position is not eligible for visa sponsorship

Locations

• 1405 E RENNER RD RICHARDSON 75082
• 131 N DENTON TAP RD COPPELL 75019
• 1500 CUSTER RD PLANO 75075
• 2820 FLOWER MOUND RD FLOWER MOUND 75022
• 4056 OLD DENTON RD CARROLLTON 75007
• 4000 LEGACY DR PLANO 75024
• 2912 LEGACY DR PLANO 75023
• 2400 E PLANO PKWY PLANO 75093
• 5936 W PARK BLVD PLANO 75093