banking relationship manager

البنك التجاري الدولي

<div></div><div><div>Description<div></div> 
Budget
1. Grow current business, maximize customer penetration, and meet set business plan through conducting sales meetings with targeted clients in designated branches in coordination with the Commercial &amp; BB District Head to ensure smooth business transfer and proper hand over process
2. Attract new Business banking companies to maximize Bank&rsquo;s liabilities, assets, and trade finance as well as cross selling CIB&rsquo;s affiliates
3. Offer Business Banking products to targeted customers based on their size and segment to best suit their needs
Service Quality
4. Respond and follow up on sales inquiries for targeted clients to comply with the set level of service &amp; ensure customer satisfaction
5. Handle customers&rsquo; complaints properly, directs them to the relevant channels and recommends solutions to evade re-occurrence and ensure they are closed within the set TAT
6. Responsible for the continuous update of the Business Banking customer data &amp; KYC to develop &amp; improve the database with the support of the Commercial &amp; BB Service Representative
Reports / Analysis
7. Report inflows and outflows of the Business Banking companies on daily basis to monitor performance against set budgets, and plan for any rectification if needed
8. Prepare Call Memos for current business banking customers to report their market situation frequently through site visits, phone calls and checking the suppliers and buyers&rsquo; lists
Policies, Processes and Procedures
9. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner
Day-to-day management
10. Follow the day-to-day operations related to own jobs in the Commercial &amp; BB Distribution department to ensure continuity of work
Compliance
11.Complies with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB&rsquo;s sound legal position and mitigate any potential risks<div> 
</div></div><div>
Qualifications<div></div> 
Qualifications &amp; Experience
&sect; Bachelor&rsquo;s degree of Commerce, Business Administration, Accounting or its equivalent. Preferably, MBA holder
&sect; Minimum 4 years of relevant experience for Relationship Manager and minimum 5 years of relevant banking experience for Senior Relationship Manager
&sect; Good command of English and Arabic languages
&sect; Must be capable of using basic computer software such as Office, Internet and email
&sect; Business Banking RM has to pass successfully the SEMP exam to be promoted to Business Banking Senior RM.
Skills
&sect; Selling skills
&sect; Customer centric
&sect; Quantitative and qualitative analytical skills
Excellent Communication and negotiation skills<div> 
</div></div><div>
Primary Location: Egypt-Giza-NADI EL SEID BRANCH</div><div>
Work Locations: NADI EL SEID BRANCH</div><div>
Job: Front Liner</div><div>
Organization: RETAIL &amp; COMMERCIAL BANKING</div><div>
Shift: Day Job</div><div>
Job Type: Full-time Employee</div></div>

BUSINESS BANKING RELATIONSHIP MANAGER (PAYROLL)

Wells Fargo

<div>About this role:
Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers in an assigned market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. 
In this role, you will:<ul><li>
Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals</li><li>
Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development</li><li>
Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion</li><li>
Manage a moderately complex book of business</li><li>
Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities</li><li>
Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines</li><li>
Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles</li><li>
Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed</li><li>
Present credit recommendations and financial strategies to clients and internal stakeholders</li><li>
Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools</li><li>
Tailor solutions to client operating cycles, cash flow needs, and strategic goals</li><li>
Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes</li><li>
Engage financial decision-makers with proactive communication and responsive service</li><li>
Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence</li><li>
Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care</li><li>
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul> 
Required Qualifications:<ul><li>
4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul> 
Desired Qualifications:<ul><li>
2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue
</li><li>Strong knowledge of deposit and cash management products and services</li><li>
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally</li><li>
Ability to balances needs of clients with associated risks and interests of Wells Fargo</li><li>
3+ years of experience in business-to-business sales</li><li>
Established network in the local market</li><li>
Knowledge and understanding of financial services industry
</li><li>Excellent verbal, written, and interpersonal communication skills</li><li>
Intermediate Microsoft Office skills</li><li>
A BS/BA degree or higher</li></ul>
Job Expectations:<ul><li>
Position will be responsible for visiting customers and prospects outside of the office location within an assigned market/geography.</li><li>
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</li></ul>
Posting Location:<ul><li>
5000 Louetta Rd Spring, TX 77379</li></ul>
**Preferred location listed above. Other locations within the Wells Fargo footprint may be considered. Relocation assistance is not available for this position.**
Posting End Date:
15 Jul 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
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&rsquo;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.</div>

Senior Business Relationship Manager (LO)

Huntington Bank

<div><h1 class="jobSectionHeader">Description
</h1>Summary:
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties &amp; Responsibilities:
<ul><li>Providing excellent customer service and effectively resolving customer issues.
</li><li>Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
</li><li>Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
</li><li>Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
</li><li>Maintaining your knowledge of all products, services, technology and policies.
</li><li>Adhering to all operational, security, risk and regulatory policies and procedures.
</li><li>Other duties as assigned.
</li></ul>Basic Qualifications:
<ul><li>High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.
</li><li>Licenses: This position will be subject to additional background check requirements including being required to provide fingerprints as required by NMLS regulations.
</li></ul>Preferred Qualifications:
<ul><li>Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.
</li><li>Ability to build, deepen and retain relationships.
</li><li>Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
</li><li>Excellent verbal and written communication skills.
</li><li>Comfort with technology such as mobile services and online banking services.
</li>Knowledge of consumer and business deposit products. 
<li>
</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer. 
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Financial Relationship Banker- Laurens Road, Greenville SC-1

JPMorganChase

<div>JOB DESCRIPTION 
 
 
<div>At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. 
 
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. 
 
Job responsibilities
</div><div><ul><li>Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.</li>
<li>Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
</li><li>Engage in clear, polite, consultative communication to understand and help clients, building trust &ndash; ask questions and listen to understand, anticipate their needs.
</li><li>Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.</li>
<li>Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
</li><li>Adhere to policies, procedures, and regulatory banking requirements.</li>
</ul></div><div>Required qualifications, capabilities, and skills
</div><div><ul><li>1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
</li><li>Ability to create memorable experiences for our clients &ndash; elevate the client experience.
</li><li>Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing consistent client experience.
</li><li>Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.</li>
<li>High school degree, GED, or foreign equivalent.</li>
<li>The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
</li><li>Ability to work branch hours including weekends and some evenings.</li>
</ul></div><div>Preferred qualifications, capabilities, and skills
</div><div><ul><li>College degree or military equivalent.
</li><li>Experience adhering to banking policies, procedures, and regulatory requirements.</li>
</ul></div><div>Dodd Frank/Truth in Lending Act 
 
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. 
 
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 
 
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
</div>ABOUT US 
 
 
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM
 
 
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div>

Relationship Banker - Mariemont - Cincinnati, OH

Mashreq

<div>
 Job Purpose:
 
 The Virtual Relationship Manager (VRM) will be serving as the key digital bridge between the bank and its SME clients. The role involves driving proactive client engagement, overseeing seamless onboarding and post-onboarding support, and ensuring tailored financial solutions, will be accountable for his own performance, client satisfaction, and revenue growth, while ensuring compliance and fostering a customer-centric, tech-driven digital banking experience.
 
 Key Result Areas:
 
 Virtual Relationship Managers (VRMs) are pivotal in driving customer-centric growth and loyalty through regular client interactions, below provided are the key focus areas for the VRM&rsquo;s
 
 - Lead Management &amp; Drop-off Handling (New Acquisition)
 
 - Managing NSTP Scenarios
 
 - Assisted client onboarding
 
 - Client Servicing &amp; Complaints Handling
 
 - Cross-Sell (within 3 MOB)
 
 Knowledge, Skills &amp; Experience:
 
 &bull; Strong sales knowledge &amp; market trends/investments/ Financial Market Knowledge.
 
 &bull; Strong Interpersonal skills and cultural sensitivity
 
 &bull; Relationship Management &amp; Networking skills. Extrovert/Amiable personality
 
 &bull; At least 5-7 years&rsquo; experience in a similar job.
 
 &bull; Self-Motivated and positive attitude.
 
 &bull; Analytical and numeric skills.
 
 &bull; Problem resolution skills.
 
 &bull; Ability to work under pressure and think on his/er feet.
 
 &bull; Dynamic, result-oriented approach to work.
</div>

Virtual Relationship Manager - NeoBiz (Mashreq Bank Pakistan Limited)

Standard Chartered

<div>
 
 Job Summary
 
 
 
 This role is responsible for achieving sales targets and managing the Small and Medium Enterprise (SME) business working capital efficiently. The position requires maintaining high standards of customer service and compliance. The ideal candidate should have experience in Corporate/Commercial Banking with a strong knowledge of Trade and Working Capital products.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Achieve the sales targets set by the Team Leader.
 </li>
 <li>
 Solicit new SME customers in line with the bank&rsquo;s sales policy, strategy, and targets.
 </li>
 <li>
 Visit existing SME Banking Customers to deepen relationships and identify new business opportunities.
 </li>
 <li>
 Ensure strict adherence to Account Opening procedures as per policies and guidelines.
 </li>
 <li>
 Conduct thorough Credit Risk Assessments for SME Trade and Working Capital Clients.
 </li>
 <li>
 Prepare comprehensive Business Credit Applications for SME clients.
 </li>
 <li>
 Manage the SME credit portfolio efficiently, ensuring zero expired facilities.
 </li>
 <li>
 Promote the highest level of customer service and responsiveness to SME Banking Customers.
 </li>
 <li>
 Assess the needs and problems of existing SME customers, providing intelligent solutions to their queries and concerns.
 </li>
 <li>
 Monitor SME customer fund movements, identifying and addressing cases where customers fall below criteria levels.
 </li>
 <li>
 Follow sales management and credit processes regularly, submitting required reports to management in a timely manner.
 </li>
 <li>
 Maintain close coordination with Client Management and Operations staff to provide prompt and excellent service to SME customers.
 </li>
 <li>
 Ensure adherence to know-your-customer (KYC) requirements, supported by proper documentation.
 </li>
 <li>
 Monitor and respond to AML reports daily, weekly, and monthly, highlighting any suspicious activities.
 </li>
 <li>
 Ensure timely closure of Suspicious Transaction Reports (STRs) and compliance with AML guidelines to prevent issues in audits.
 </li>
 <li>
 Properly and timely dispose of exceptions from MLP reports.
 </li>
 <li>
 Ensure the branch premises maintain the highest standards of hygiene, cleanliness, and comfort.
 
 
 </li>
 </ul>
 
 Skills And Experience
 
 
 
 <ul>
 <li>
 Corporate/ Commercial Banking with strong knowledge Trade and Working Capital products.
 </li>
 <li>
 Strong understanding of credit risk assessment and business credit application processes for SMEs.
 </li>
 <li>
 Excellent customer service and relationship management skills, specifically with SME clients.
 </li>
 <li>
 Ability to monitor and manage SME customer fund movements effectively.
 </li>
 <li>
 Proficiency in compliance and AML guidelines.
 </li>
 <li>
 Strong coordination and communication skills with internal teams.
 
 
 </li>
 </ul>
 
 About Standard Chartered
 
 
 
 We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
 
 
 Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
 
 
 
 Together We
 
 
 
 <ul>
 <li>
 Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
 </li>
 <li>
 Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
 </li>
 <li>
 Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 
 In line with our Fair Pay Charter,
 
 we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
 
 
 <ul>
 <li>
 Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
 </li>
 <li>
 Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
 </li>
 <li>
 Flexible working options based around home and office locations, with flexible working patterns.
 </li>
 <li>
 Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
 </li>
 <li>
 A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
 </li>
 <li>
 Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
 </li>
 </ul>
</div>

Relationship Manager - Small and Medium Enterprise Banking

<div>Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;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 &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;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&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top three &ndash; making us the #1 financial services employer &ndash; on the 2025 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; 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, Small &amp; Business Banking 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:<ul><li>
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:</li><li>
Participate in building relationships with customers and spend time understanding required needs</li><li>
Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs</li><li>
Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers</li><li>
Present recommendations for resolving inquiries and service requests regarding customers' accounts</li><li>
Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers</li><li>
Provide information to internal partners and external sources to further enhance the customer experience</li><li>
Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs</li><li>
Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs</li><li>
Provide self-service digital banking options to customers</li><li>
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</li></ul>
Required Qualifications:<ul><li>
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience</li><li>
1+ year of building and maintaining effective relationships with customers and partners</li></ul>
Desired Qualifications:<ul><li>
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li><li>
State Insurance license(s)</li><li>
Customer service focus with experience handling transactions across multiple systems</li><li>
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues</li><li>
Strong verbal, written, and interpersonal communication skills</li><li>
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</li><li>
Ability to be proactive, innovative, and creative in meeting customer and enterprise needs</li><li>
Ability to make client calls and actively participate in the sales development process</li><li>
Knowledge and understanding of retail compliance controls, risk management, and loss prevention</li><li>
Ability to follow policies, procedures, and regulations</li><li>
High motivation with ability to successfully meet team objectives while maintaining individual performance</li><li>
Experience mentoring and peer- coaching</li><li>
Experience assessing customer needs and recommending products/services to fulfill those needs</li><li>
Experience using business acumen to provide financial services consultation to small business customers</li><li>
Knowledge and understanding of financial services consumer lending products</li><li>
Ability to educate and connect customer to technology and share the value of mobile banking options</li><li>
Ability to interact with integrity and professionalism with customers and employees</li></ul>
Job Expectations:
<ul><li>Ability to work a schedule that may include most Saturdays</li><li>
Adherence to Wells Fargo sales practices risk management culture</li><li>
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</li><li>
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</li><li>
State Insurance license(s) are required for this role and must be completed within a specified period</li><li>
Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance</li><li>
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</li><li>
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</li><li>
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</li><li>
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</li><li>
This position is not eligible for Visa sponsorship</li></ul>
Posting End Date:
18 Jun 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
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&rsquo;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.</div>

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