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Relationship Banker Savannah at Wells Fargo
Savannah, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Sales Development, Risk Management, Compliance, Account Management, Financial Consultation, Interpersonal Communication, Problem Solving, Retail Banking, Digital Banking, Mentoring, Peer Coaching, Business Acumen, Loss Prevention
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, 63, and potentially 65 licenses, as well as SAFE registration and state insurance licensing.
Experience Required
Minimum 2 year(s)
Personal Banker Upper Manhattan at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator qualification requirements, including ongoing regulatory compliance.
Personal Banker- Grand Prairie at Wells Fargo
Grand Prairie, Texas, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Judgment, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Bilingual Proficiency, Cash Handling, Fraud Identification, Risk Mitigation
Specialization
Candidates must have at least 6 months of customer interaction experience, or equivalent demonstrated through work, training, military service, or education, and bilingual proficiency in Spanish/English is desired. This position requires compliance with the S.A.F.E. Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting all related requirements, including passing necessary assessments and background checks.
Personal Banker Ketchum Branch at Wells Fargo
Ketchum, Idaho, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Cash Handling, Proactive Outreach, Digital Solutions, Regulatory Compliance, Fraud Identification, Communication, Team Collaboration, Problem Solving, Banking Operations
Specialization
Candidates must have at least 6 months of customer interaction experience or equivalent training. The role requires adherence to the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that may include Saturdays.
Personal Banker FRISCO COLORADO at Wells Fargo
Frisco, Colorado, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Bank Products Knowledge, Customer Care, Referrals, Safe Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including passing background investigations and meeting financial responsibility standards.
Personal Banker Fashion Square at Wells Fargo
Charlottesville, Virginia, United States - Full Time
Skills Needed
Customer Relationship Management, Financial Product Knowledge, Digital Banking Solutions, Credit Application Processing, Cash Handling, Fraud Identification, Regulatory Compliance, Proactive Outreach, Professionalism, Team Collaboration
Specialization
Requires at least 6 months of customer interaction experience and the ability to obtain SAFE registration. Candidates must meet Loan Originator requirements under Regulation Z, including financial responsibility and background standards.
Personal Banker 360 West Branch at Wells Fargo
Richmond, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Product Knowledge, Cash Handling, Proactive Outreach, Digital Solutions, Account Opening, Credit Application Processing, Fraud Identification, Regulatory Compliance, Communication, Team Collaboration, Problem Resolution, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience and the ability to work a schedule that includes Saturdays. The role requires S.A.F.E. registration and adherence to all applicable financial and regulatory standards.
Roving Banker - Bayside Terrace at Wells Fargo
Alameda, California, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Financial Needs Referral, Safe Registration Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work experience, training, military experience, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including passing background investigations and meeting credit fitness standards.
Personal Banker Grayson Bilingual at Wells Fargo
Grayson, Georgia, United States - Full Time
Skills Needed
Customer Service, Bilingual, Spanish, English, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Fraud Detection, Digital Solutions, Teamwork, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience and possess bilingual proficiency in Spanish and English. The role requires adherence to the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that includes Saturdays.
Personal Banker Wappingers Falls at Wells Fargo
Wappingers Falls, New York, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer outreach, and the ability to educate customers on mobile banking options.
Personal Banker Goochland Branch at Wells Fargo
Goochland, Virginia, United States - Full Time
Skills Needed
Customer Relationship Management, Financial Product Knowledge, Digital Banking Solutions, Credit Application Processing, Fraud Identification, Cash Handling, Proactive Outreach, Regulatory Compliance, Professionalism, Team Collaboration
Specialization
Requires at least 6 months of customer interaction experience and the ability to obtain SAFE registration. Desired qualifications include experience with complex transactions, proactive customer outreach, and a strong focus on financial success and risk mitigation.
Relationship Banker Coconut Grove at Wells Fargo
Coral Gables, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Issue Resolution, Account Servicing, Digital Banking, Compliance, Risk Management, Sales Development, Financial Consultation, Lending Products, Interpersonal Communication, Proactivity, Innovation, Coaching
Specialization
Candidates need a minimum of 2 years of customer service experience and 1 year each in assessing customer needs and building relationships. This is a SAFE position requiring compliance with the SAFE Mortgage Licensing Act, and ongoing employment is contingent upon meeting licensing requirements (FINRA Series 6, 63, potentially 65, and State Insurance licenses) and acceptable background checks.
Experience Required
Minimum 2 year(s)
Personal Banker Flemington Branch at Wells Fargo
Flemington, New Jersey, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Bank Products Knowledge, Customer Care, Referrals, Safe Compliance, Mortgage Licensing, Customer Service Focus, Technology Education, Teamwork, Integrity
Specialization
Candidates must have at least 6 months of customer interaction experience, or equivalent demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator qualification requirements.
Relationship Banker Carmichael, CA at Wells Fargo
Carmichael, California, United States - Full Time
Skills Needed
Relationship Management, Customer Service, Financial Planning, Sales, Banking Products, Credit Solutions, Investment Solutions, Digital Adoption, Issue Resolution, Risk Management, Consultative Selling, Portfolio Management, Communication, Empathy, Collaboration
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, Series 63, and State Insurance licenses, as well as SAFE registration.
Experience Required
Minimum 2 year(s)
Senior Premier Banker Lee District at Wells Fargo
Fort Myers, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Financial Planning, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Interpersonal Communication, Business Acumen, Sales Practices, Peer Coaching
Specialization
Candidates need at least 4 years of customer service experience and 3 years of experience building customer/partner relationships and recommending products/services. Successful candidates must also meet stringent licensing requirements, including FINRA Series 6 and 63, and comply with SAFE Act regulations for dwelling-secured transactions.
Experience Required
Minimum 5 year(s)
Personal Banker Southampton Branch at Wells Fargo
Southampton, Pennsylvania, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Service Requests, Credit Applications, Policy Adherence, Customer Care, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism, Teamwork, Customer Outreach
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer engagement, and the ability to educate customers on mobile banking options.
Personal Banker Lower Brule Branch at Wells Fargo
Lower Brule, South Dakota, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Product Knowledge, Customer Care, Referrals, Safe Mortgage Licensing Act Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism, Teamwork
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting all related requirements, including acceptable background checks and Loan Originator qualifications.
Senior Premier Banker Kings Highway at Wells Fargo
Port Charlotte, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Financial Analysis, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Peer Coaching, Sales Practices, Digital Banking, Business Acumen
Specialization
Candidates need a minimum of 4+ years of customer service experience and 3+ years in relationship building and product recommendation. Successful completion of required FINRA Series 6 and 63 exams, State Insurance licenses, and SAFE registration are mandatory for ongoing employment.
Experience Required
Minimum 5 year(s)
Relationship Banker - Montgomery, AL at Wells Fargo
Prattville, Alabama, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Issue Resolution, Account Servicing, Partner Leveraging, Financial Advisory Support, Digital Banking Education, Safe Registration, Loan Originator Compliance, Sales Development, Risk Management, Compliance Controls, Interpersonal Communication, Business Acumen
Specialization
Candidates must have a minimum of two years of customer service experience and one year of experience in assessing customer needs and building effective relationships. This SAFE position requires compliance with the SAFE Mortgage Licensing Act and Loan Originator requirements, necessitating successful completion of required licensing programs like FINRA Series 6 and 63.
Experience Required
Minimum 2 year(s)
Personal Banker Mount Pleasant Main at Wells Fargo
Mount Pleasant, South Carolina, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Compliance, Safe Registration, Loan Originator Requirements, Customer Service Focus, Technology Education, Teamwork, Relationship Development, Risk Identification, Cash Handling
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator qualification requirements, including ongoing registration and background checks.
Relationship Banker Savannah at Wells Fargo
Savannah, Georgia, United States -
Full Time


Start Date

Immediate

Expiry Date

10 Jul, 26

Salary

0.0

Posted On

11 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer service, Relationship building, Financial services, Sales development, Risk management, Compliance, Account management, Financial consultation, Interpersonal communication, Problem solving, Retail banking, Digital banking, Mentoring, Peer coaching, Business acumen, Loss prevention

Industry

Financial Services

Description
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below 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: 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) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience assessing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be 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. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Locations to include but not limited to: Wilmington Island Savannah Mall Posting End Date: 17 Apr 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities
The Relationship Banker builds and maintains customer relationships while identifying opportunities to offer retail banking, deposit, and credit products. They also provide financial consultations, resolve service inquiries, and connect customers with appropriate internal partners to meet their investment or retirement needs.
Relationship Banker Savannah at Wells Fargo
Savannah, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Sales Development, Risk Management, Compliance, Account Management, Financial Consultation, Interpersonal Communication, Problem Solving, Retail Banking, Digital Banking, Mentoring, Peer Coaching, Business Acumen, Loss Prevention
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, 63, and potentially 65 licenses, as well as SAFE registration and state insurance licensing.
Experience Required
Minimum 2 year(s)
Personal Banker Upper Manhattan at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator qualification requirements, including ongoing regulatory compliance.
Personal Banker- Grand Prairie at Wells Fargo
Grand Prairie, Texas, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Judgment, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Bilingual Proficiency, Cash Handling, Fraud Identification, Risk Mitigation
Specialization
Candidates must have at least 6 months of customer interaction experience, or equivalent demonstrated through work, training, military service, or education, and bilingual proficiency in Spanish/English is desired. This position requires compliance with the S.A.F.E. Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting all related requirements, including passing necessary assessments and background checks.
Personal Banker Ketchum Branch at Wells Fargo
Ketchum, Idaho, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Cash Handling, Proactive Outreach, Digital Solutions, Regulatory Compliance, Fraud Identification, Communication, Team Collaboration, Problem Solving, Banking Operations
Specialization
Candidates must have at least 6 months of customer interaction experience or equivalent training. The role requires adherence to the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that may include Saturdays.
Personal Banker FRISCO COLORADO at Wells Fargo
Frisco, Colorado, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Bank Products Knowledge, Customer Care, Referrals, Safe Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including passing background investigations and meeting financial responsibility standards.
Personal Banker Fashion Square at Wells Fargo
Charlottesville, Virginia, United States - Full Time
Skills Needed
Customer Relationship Management, Financial Product Knowledge, Digital Banking Solutions, Credit Application Processing, Cash Handling, Fraud Identification, Regulatory Compliance, Proactive Outreach, Professionalism, Team Collaboration
Specialization
Requires at least 6 months of customer interaction experience and the ability to obtain SAFE registration. Candidates must meet Loan Originator requirements under Regulation Z, including financial responsibility and background standards.
Personal Banker 360 West Branch at Wells Fargo
Richmond, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Product Knowledge, Cash Handling, Proactive Outreach, Digital Solutions, Account Opening, Credit Application Processing, Fraud Identification, Regulatory Compliance, Communication, Team Collaboration, Problem Resolution, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience and the ability to work a schedule that includes Saturdays. The role requires S.A.F.E. registration and adherence to all applicable financial and regulatory standards.
Roving Banker - Bayside Terrace at Wells Fargo
Alameda, California, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Financial Needs Referral, Safe Registration Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work experience, training, military experience, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including passing background investigations and meeting credit fitness standards.
Personal Banker Grayson Bilingual at Wells Fargo
Grayson, Georgia, United States - Full Time
Skills Needed
Customer Service, Bilingual, Spanish, English, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Fraud Detection, Digital Solutions, Teamwork, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience and possess bilingual proficiency in Spanish and English. The role requires adherence to the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that includes Saturdays.
Personal Banker Wappingers Falls at Wells Fargo
Wappingers Falls, New York, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer outreach, and the ability to educate customers on mobile banking options.
Personal Banker Goochland Branch at Wells Fargo
Goochland, Virginia, United States - Full Time
Skills Needed
Customer Relationship Management, Financial Product Knowledge, Digital Banking Solutions, Credit Application Processing, Fraud Identification, Cash Handling, Proactive Outreach, Regulatory Compliance, Professionalism, Team Collaboration
Specialization
Requires at least 6 months of customer interaction experience and the ability to obtain SAFE registration. Desired qualifications include experience with complex transactions, proactive customer outreach, and a strong focus on financial success and risk mitigation.
Relationship Banker Coconut Grove at Wells Fargo
Coral Gables, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Issue Resolution, Account Servicing, Digital Banking, Compliance, Risk Management, Sales Development, Financial Consultation, Lending Products, Interpersonal Communication, Proactivity, Innovation, Coaching
Specialization
Candidates need a minimum of 2 years of customer service experience and 1 year each in assessing customer needs and building relationships. This is a SAFE position requiring compliance with the SAFE Mortgage Licensing Act, and ongoing employment is contingent upon meeting licensing requirements (FINRA Series 6, 63, potentially 65, and State Insurance licenses) and acceptable background checks.
Experience Required
Minimum 2 year(s)
Personal Banker Flemington Branch at Wells Fargo
Flemington, New Jersey, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Bank Products Knowledge, Customer Care, Referrals, Safe Compliance, Mortgage Licensing, Customer Service Focus, Technology Education, Teamwork, Integrity
Specialization
Candidates must have at least 6 months of customer interaction experience, or equivalent demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator qualification requirements.
Relationship Banker Carmichael, CA at Wells Fargo
Carmichael, California, United States - Full Time
Skills Needed
Relationship Management, Customer Service, Financial Planning, Sales, Banking Products, Credit Solutions, Investment Solutions, Digital Adoption, Issue Resolution, Risk Management, Consultative Selling, Portfolio Management, Communication, Empathy, Collaboration
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, Series 63, and State Insurance licenses, as well as SAFE registration.
Experience Required
Minimum 2 year(s)
Senior Premier Banker Lee District at Wells Fargo
Fort Myers, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Financial Planning, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Interpersonal Communication, Business Acumen, Sales Practices, Peer Coaching
Specialization
Candidates need at least 4 years of customer service experience and 3 years of experience building customer/partner relationships and recommending products/services. Successful candidates must also meet stringent licensing requirements, including FINRA Series 6 and 63, and comply with SAFE Act regulations for dwelling-secured transactions.
Experience Required
Minimum 5 year(s)
Personal Banker Southampton Branch at Wells Fargo
Southampton, Pennsylvania, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Service Requests, Credit Applications, Policy Adherence, Customer Care, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism, Teamwork, Customer Outreach
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer engagement, and the ability to educate customers on mobile banking options.
Personal Banker Lower Brule Branch at Wells Fargo
Lower Brule, South Dakota, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Product Knowledge, Customer Care, Referrals, Safe Mortgage Licensing Act Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism, Teamwork
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting all related requirements, including acceptable background checks and Loan Originator qualifications.
Senior Premier Banker Kings Highway at Wells Fargo
Port Charlotte, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Financial Analysis, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Peer Coaching, Sales Practices, Digital Banking, Business Acumen
Specialization
Candidates need a minimum of 4+ years of customer service experience and 3+ years in relationship building and product recommendation. Successful completion of required FINRA Series 6 and 63 exams, State Insurance licenses, and SAFE registration are mandatory for ongoing employment.
Experience Required
Minimum 5 year(s)
Relationship Banker - Montgomery, AL at Wells Fargo
Prattville, Alabama, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Issue Resolution, Account Servicing, Partner Leveraging, Financial Advisory Support, Digital Banking Education, Safe Registration, Loan Originator Compliance, Sales Development, Risk Management, Compliance Controls, Interpersonal Communication, Business Acumen
Specialization
Candidates must have a minimum of two years of customer service experience and one year of experience in assessing customer needs and building effective relationships. This SAFE position requires compliance with the SAFE Mortgage Licensing Act and Loan Originator requirements, necessitating successful completion of required licensing programs like FINRA Series 6 and 63.
Experience Required
Minimum 2 year(s)
Personal Banker Mount Pleasant Main at Wells Fargo
Mount Pleasant, South Carolina, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Compliance, Safe Registration, Loan Originator Requirements, Customer Service Focus, Technology Education, Teamwork, Relationship Development, Risk Identification, Cash Handling
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator qualification requirements, including ongoing registration and background checks.
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