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Relationship banker - helena east (hiring immediately)

Valley
RAC
Banker
Posted: 8h 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 meaningful 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. according to the 2024 LinkedIn Top Companies List!


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 who are passionate about building relationships and helping customers achieve their financial goals.

Once you complete the required licensing and SAFE registration, you will transition from a Relationship Banker LP (SAFE) to a full-fledged Relationship Banker (SAFE). Your day-to-day responsibilities may vary based on your experience and the unique needs of our customers.


Your Responsibilities

* Engage with customers to build meaningful relationships and understand 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, ensuring follow-up and scheduled contacts with customers.
* Collaborate with internal partners to enhance the customer experience.
* Connect customers with the right partners or relationship managers to meet their needs.
* 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 assessing customer needs and resolving issues.
* 1+ year of building and maintaining effective relationships with customers and partners.


Desired Qualifications

* Completed FINRA Series 6 and Series 63 examinations (or equivalents).
* State Insurance license(s).
* Strong customer service focus with experience across multiple systems.
* Excellent verbal, written, and interpersonal communication skills.
* Ability to proactively manage customer relationships and meet their needs.
* Experience in mentoring and coaching peers.
* Knowledge of retail compliance controls and risk management.
* Ability to educate customers on technology and mobile banking options.


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.
* Ongoing employment is contingent upon meeting all licensing and regulatory requirements.
* This position is not eligible for Visa sponsorship.


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: 27 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, or veteran status. Join us in building strong customer relationships while maintaining a culture of compliance and risk management.

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