![]() As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. 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. Provide self-service digital banking options to customers Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Provide information to internal partners and external sources to further enhance the customer experience Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers ![]() Present recommendations for resolving inquiries and service requests regarding customers' accounts Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needsĪnalyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers ![]() Participate in building relationships with customers and spend time understanding required needs Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: This is a temporary position until employee has successfully completed licensing requirements. 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.Įmployees 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). Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. Learn more about our career areas and lines of business at. Wells Fargo is seeking a Relationship Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking.
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