Jobs · Finance · Utah

Relationship Banker University Village

Wells Fargo · Logan, UT · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must remove boilerplate, EEO, etc. We need to parse the posting for content. Let's extract: - About the role: The paragraph after "About This 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." That's about the role. - Responsibilities: The "In This Role You Will" bullet list (actually sentences). Let's extract each bullet: "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" "The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program." That's more description but could be part of responsibilities or about role. We'll treat as responsibilities. - Required Qualifications: list: "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: list: "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 one or a combination of the following: 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)" - Job Expectations: "Ability to work a schedule that will include most Saturdays" "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. 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 within a specified period of time: [list]. 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. Wells Fargo will begin the FINRA review process once an offer is accepted." "SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, 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." "This position is not eligible for Visa sponsorship" "Posting End Date: 25 Sep 2026 Job posting may come down early due to volume of applicants." We need to decide sections: About the role (we have), Responsibilities (we have), Requirements (maybe combine Required Qualifications?), Qualifications (maybe Desired Qualifications?), Skills (maybe from desired?), Benefits (none specific), Pay (none), Schedule (we have ability to work schedule includes most Saturdays). Also maybe "Job Expectations" could be schedule. We must not create sections with filler like "commensurate with experience". We have schedule content: "Ability to work a schedule that will include most Saturdays". That's specific enough for Schedule section. 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 fluff before About This Role. That's substantive? It mentions robust benefits, competitive compensation, programs for work-life balance. That could be used for Benefits and Pay sections? However the instruction: "Prefer a few substantive sections over many thin ones." Also we should not create Pay/Schedule/Benefits sections unless posting actually states them. It does state benefits and compensation generically. But is that specific enough? It says "robust benefits, competitive compensation". That's vague but still states benefits and compensation. Might be okay to include Benefits and Pay sections with that content. However we must not invent details. We could include a Benefits section with that sentence. Pay section maybe "competitive compensation". But that is also vague. Might be better to omit Pay and Benefits because they are not specific details. The instruction: "never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". The phrase "robust benefits" is not filler but still vague. Might be okay. However they said "Prefer a few substantive sections over many thin ones." So maybe we stick to About the role, Responsibilities, Required Qualifications, Desired Qualifications, Schedule. That's enough. We must not repeat job title. Use

for section headings. We need to output only HTML fragment. 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
  • The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.

Required Qualifications

  • 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
  • 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
  • Successfully completed

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