Client Relationship Specialist

1 week ago

Northport, Alabama, United States WELLS FARGO BANK Full time

Why Choose Wells Fargo:
At Wells Fargo, we understand that a fulfilling career encompasses more than just a job. It’s about discovering the elements that contribute to your success, all in one place. #LivingTheWellLife signifies that you are supported in all aspects of life, not just in your professional role. This includes a competitive salary, an extensive benefits package, and programs designed to enhance your work-life balance and overall well-being. We celebrate your contributions to the community, recognize your individuality, and empower your growth.

Wells Fargo has been acknowledged as one of the top workplaces for career growth in the U.S., ranking in the top three on the 2024 LinkedIn Top Companies List.


About the Position:


Wells Fargo is in search of a Relationship Banker (SAFE) for our National Branch Network, part of the Consumer, Small & Business Banking division.

Upon meeting the necessary licensing and SAFE registration, the Relationship Banker LP (SAFE) will transition into the Relationship Banker (SAFE) role.


This job profile provides a general overview of the responsibilities of Relationship Bankers; however, daily tasks may vary from branch to branch and banker to banker, influenced by factors such as experience, customer base, and the specific banking services offered.


Key Responsibilities:

  • Individuals not fully licensed upon hiring will engage in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary role until the employee fulfills licensing requirements.
Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and undertake the following duties:

  • Cultivate relationships with clients, taking the time to understand their needs
  • Identify opportunities to present a comprehensive range of Wells Fargo retail banking deposit and credit products and services, tailored to customer needs
  • Analyze business challenges related to providing a full-service banking experience to affluent and high-value clients
  • Offer solutions for inquiries and service requests regarding customer accounts
  • Open and manage accounts within authorized limits, developing follow-up plans and scheduled communications with clients
  • Share information with internal partners and external sources to enhance the customer experience
  • Recognize opportunities to connect clients with the appropriate partner or relationship manager to address their needs
  • Collaborate with financial advisors to facilitate introductions that meet the investment or retirement needs of clients
  • Provide customers with self-service digital banking options
  • This SAFE position involves customer interaction and responsibilities that may include negotiating terms and/or processing applications for secured transactions. Compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations is required. Ongoing employment is contingent upon meeting all such requirements, including satisfactory background investigation results. Individuals in a SAFE position must also meet the Loan Originator requirements under Regulation Z (LO) as outlined in the job expectations below

Required Qualifications:

  • A minimum of 2 years of customer service experience, or equivalent demonstrated through a combination of work experience, training, military experience, or education
  • At least 1 year of experience in assessing and meeting customer needs or resolving issues, demonstrated through work or military experience
  • A minimum of 1 year of experience in building and maintaining effective relationships with clients and partners

Desired Qualifications:

  • Completion of Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or equivalent) sufficient for immediate FINRA registration
  • State Insurance license(s)
  • Strong customer service focus with experience managing transactions across various systems
  • Proficient in proactively sourcing, acquiring, building, and maintaining relationships with clients and colleagues
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge of business processes to effectively manage a group of Wells Fargo clients to meet their needs and grow the business
  • Ability to be proactive, innovative, and creative in addressing customer and enterprise needs
  • Capability to make client calls and actively engage in the sales development process
  • Understanding of retail compliance controls, risk management, and loss prevention
  • Ability to adhere to policies, procedures, and regulations
  • High motivation with the ability to meet team objectives while maintaining individual performance
  • Experience in mentoring and peer coaching
  • Experience in assessing customer needs and recommending products/services to fulfill those needs
  • Familiarity with financial services consumer lending products
  • Ability to educate and connect clients to technology and highlight the benefits of mobile banking options
  • Ability to interact with integrity and professionalism with clients and colleagues

Job Expectations:

  • Availability 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 (or equivalent) is required for this role or must be completed within a specified timeframe. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For certain states of employment, the FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified timeframe
  • State Insurance license(s) are required for this role and must be completed within a specified timeframe

We Value Diversity:


At Wells Fargo, we believe in fostering diversity, equity, and inclusion in the workplace. We welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law.


Our employees support our commitment to building strong customer relationships while maintaining a robust risk management and compliance culture, which are essential to the success of our customers and the company.

They are accountable for executing all applicable risk programs, including Credit, Market, Financial Crimes, Operational, and Regulatory Compliance, ensuring adherence to Wells Fargo policies and procedures, fulfilling risk and compliance obligations, and making sound risk decisions.

We emphasize proactive monitoring, governance, risk identification, and escalation, as well as making prudent risk decisions that align with the business unit's risk appetite and all risk and compliance program requirements.


Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.



Drug and Alcohol Policy:
Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy for more information.

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