Relationship Banker Southern Minnesota Area
$49,920–$72,800 year
On-site · Owatonna, Minnesota, United States or Austin, Minnesota, United States
Job Summary
Relationship Banker (SAFE) providing proactive banking guidance to consumer and business customers within Wells Fargo’s branch network. Builds trusted partnerships through discovery conversations to tailor deposits, lending, and investment solutions, collaborates with Wealth, Home Lending, and Business Banking teams, and promotes digital self-service and mobile options to enhance satisfaction and efficiency. Responsible for opening accounts, handling service requests, and delivering a seamless customer experience while maintaining risk and compliance standards. This role is a stepping stone toward a licensed Relationship Banker SAFE, with licensing and regulatory requirements outlined in job expectations. Strong emphasis on relationship acumen, proactive engagement, and cross-team coordination to drive retention and balanced growth across products. Flexible schedule including Saturdays and ongoing licensing/FINRA requirements are noted; location-specific branches are in OWATONNA, ALBERT LEA, and AUSTIN, MN.
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
- 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
- A credit report may be reviewed (credit score not included) and additional ongoing screening may apply
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 Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or equivalents) sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
- A schedule that includes most Saturdays
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