Relationship Banker Irving
On-site · Albuquerque, New Mexico, United States
Job Summary
Relationship Banker (SAFE) at Wells Fargo's National Branch Network focused on proactive acquisition, management, and growth of consumer and business customer relationships. Drives discovery-driven conversations to understand customer goals and deliver tailored banking, credit, and investment strategies; partners with Wealth, Home Lending, and Business Banking to deliver integrated solutions; champions digital adoption and self-service/mobile banking; handles account inquiries and service requests within authorized limits; maintains risk controls and regulatory compliance; role is temporary until licensing and SAFE requirements are completed, with potential transition to the Relationship Banker (SAFE) role.
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
- FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- Ability to work a schedule that will include most Saturdays
- SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date
Desired Qualifications
- Proven ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships
- 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
- 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
- FINRA Series 6 and Series 63 examinations (or equivalents) sufficient for immediate registration
- State Insurance license(s)
- Experience with digital adoption and educating customers on self-service and mobile banking options
- Ability to work Saturdays
- 2+ years of customer service experience or equivalent
- 1+ year of meeting customer needs or issue resolution
- 1+ year of building and maintaining effective relationships with customers and partners
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