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Relationship banker - helena east (hiring immediately)

Valley
RAC
Banker
Posted: 23h ago
Offer description

Join Our Team at Wells Fargo!

Why Wells Fargo?
Are you ready to elevate your career? At Wells Fargo, we believe that a fulfilling career is more than just a job—it's about thriving in every aspect of your life. #LivingTheWellLife means you’ll enjoy a competitive salary, a comprehensive benefits package, and programs designed to support your work-life balance and overall well-being. We celebrate your authentic self and empower you to grow. Plus, we’re proud to be recognized as one of the top workplaces for career growth in the U.S. by LinkedIn!


About This Role:

We are seeking a Relationship Banker (SAFE) to join our National Branch Network within the Consumer, Small & Business Banking division. This role is perfect for those looking to build meaningful relationships with customers while providing top-notch banking services.

As a Relationship Banker LP (SAFE), you will start your journey with us in a temporary position until you complete the necessary licensing requirements. Once licensed, you’ll transition into the full Relationship Banker (SAFE) role.


Your Responsibilities:

* Build strong relationships with customers by understanding their needs.
* Identify opportunities to offer a full range of Wells Fargo retail banking products and services.
* Analyze business challenges related to providing a full-service banking experience.
* Resolve inquiries and service requests regarding customer accounts.
* Open and service accounts, creating follow-up plans for customer engagement.
* Enhance customer experience by collaborating with internal partners.
* Connect customers with appropriate partners or relationship managers.
* Provide self-service digital banking options to customers.
* Ensure compliance with the SAFE Mortgage Licensing Act and related regulations.


What We’re Looking For:


Required Qualifications:

* 2+ years of customer service experience or equivalent.
* 1+ year of experience in assessing customer needs and resolving issues.
* 1+ year of experience building effective relationships with customers and partners.


Desired Qualifications:

* Completion of FINRA Series 6 and Series 63 examinations (or equivalents).
* State Insurance license(s).
* Strong customer service focus with experience in handling transactions.
* Excellent verbal, written, and interpersonal communication skills.
* Ability to proactively manage customer relationships and identify their needs.
* Experience in mentoring and coaching peers.
* Knowledge of retail compliance controls and risk management.


Working Conditions:

* Ability to work a schedule that may include most Saturdays.
* Adherence to Wells Fargo's sales practices and risk management culture.
* Current registration for FINRA Series 6 and Series 63 is required or must be completed within a specified period.
* State Insurance license(s) must be obtained within a specified timeframe.
* This position requires SAFE registration upon employment.


Why You’ll Love Working Here:

* Competitive salary and robust benefits package.
* Opportunities for professional growth and development.
* A supportive and inclusive work environment.
* Recognition for your contributions to the community.

Posting End Date:
13 Jul 2025
*Job posting may close early due to high application volume.

We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. We welcome all qualified applicants 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.

Join us in building strong customer relationships while maintaining a culture of compliance and risk management. Your success is our success!

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