Talent.com
Relationship Banker North Dallas Suburban District
Relationship Banker North Dallas Suburban DistrictWells Fargo • Richardson, TX, United States
No longer accepting applications
Relationship Banker North Dallas Suburban District

Relationship Banker North Dallas Suburban District

Wells Fargo • Richardson, TX, United States
27 days ago
Job type
  • Temporary
Job description

Why Wells Fargo :

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we'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 - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you'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'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" 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 & 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 :

  • 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 :
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
  • 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

Required Qualifications :

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners
  • Desired Qualifications :

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • 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
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer- coaching
  • Experience assessing customer needs and recommending products / services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees
  • Job Expectations :

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • 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
  • 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
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • 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
  • 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
  • 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
  • This position is not eligible for Visa sponsorship
  • Locations :

  • 1405 E RENNER RD RICHARDSON TX 75082
  • 1500 CUSTER RD PLANO TX 75075
  • 4703 HIGHWAY 121 THE COLONY TX 75056
  • Posting End Date : 16 Nov 2025

  • Job posting may come down early due to volume of applicants.
  • 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'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.

    Create a job alert for this search

    Relationship Banker • Richardson, TX, United States

    Related jobs
    Financial Relationship Banker - Westchester Branch Dallas, TX

    Financial Relationship Banker - Westchester Branch Dallas, TX

    Huntington • Dallas, TX, US
    Full-time
    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 opportu...Show more
    Last updated: 30+ days ago • Promoted
    Regional Banker / Teller

    Regional Banker / Teller

    PNC Financial Services Group • Dallas, TX, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 8 days ago • Promoted
    Licensed Marriage and Family Therapist (LMFT)- Outpatient

    Licensed Marriage and Family Therapist (LMFT)- Outpatient

    LifeStance Health • Celina, TX, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 30+ days ago • Promoted
    Proposal Manager- Dallas TX

    Proposal Manager- Dallas TX

    Leonardo DRS • Dallas, TX, United States
    Full-time
    The Electro Optical InfraredSystems (EOIS) line of business within DRS has locations in Dallas and Austin, TX, Melbourne, FL, and Cypress, CA. EOIS develops, manufactures, and supports infrared and ...Show more
    Last updated: 18 days ago • Promoted
    Personal Banker (Full Time) - West Plano

    Personal Banker (Full Time) - West Plano

    Prosperity Bank • Plano, TX, United States
    Full-time
    External Applicants : Please apply through Prosperity Bank's Career Center at.Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants : If you are...Show more
    Last updated: 8 days ago • Promoted
    Relationship Banker II

    Relationship Banker II

    Cathay Bank - Headquarters • Plano, TX, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker - Dallas, TX

    Personal Banker - Dallas, TX

    Texas Regional Bank • Dallas, TX, United States
    Full-time
    The Personal Banker plays a vital role within the TRB Financial banking center, acting as a frontline ambassador in the community. The Personal Banker role will provide both personal banking and com...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker

    Relationship Banker

    East West Bancorp • Plano, TX, US
    Full-time
    Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking exper...Show more
    Last updated: 30+ days ago • Promoted
    Financial Relationship Consultant (Dallas)

    Financial Relationship Consultant (Dallas)

    The Intersect Group • Dallas, TX, US
    Part-time +1
    The Intersect Group is seeking a contract Personal Banker / Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves ...Show more
    Last updated: 4 days ago • Promoted
    Now Contracting CDL A Owner Operators Be Home Every Day

    Now Contracting CDL A Owner Operators Be Home Every Day

    Dunavant Logistics • McKinney, TX
    Full-time
    Call 866-535-6884 to speak to someone today!.DISCOVER A PLATFORM BUILT FOR DRIVERS WHO WANT STEADY MILES, GREAT PAY AND A RELIABLE SCHEDULE - IT'S ALL HERE! . Home Daily Local & Regional Work TW...Show more
    Last updated: 30+ days ago • Promoted
    Admissions Counselor - Dallas

    Admissions Counselor - Dallas

    Texas Tech University • Dallas, TX, United States
    Full-time
    Represents Texas Tech University both on and off campus to prospective students, parents, staff and faculty of area high schools and community colleges to attract quality applicants and achieve enr...Show more
    Last updated: 30+ days ago • Promoted
    Physical Therapist, Home Health PRN

    Physical Therapist, Home Health PRN

    AccentCare • McKinney, TX, United States
    Full-time
    Wylie, Sachse, Murphy, Rowlett.Find Your Passion and Purpose as a Physical Therapist.Rates above are based on estimated annual compensation. Offer Based on Years of Experience.Reimagine Your Career ...Show more
    Last updated: 8 days ago • Promoted
    Relationship Associate

    Relationship Associate

    Grameen America Inc • Dallas, TX, United States
    Full-time
    Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in...Show more
    Last updated: 30+ days ago • Promoted
    Senior Home Lending Advisor - McKinney TX (El Dorado & 75 / Lake Forest Eldorado)

    Senior Home Lending Advisor - McKinney TX (El Dorado & 75 / Lake Forest Eldorado)

    JPMorganChase • McKinney, TX, US
    Full-time
    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...Show more
    Last updated: 1 day ago • Promoted
    Bilingual Personal Banker

    Bilingual Personal Banker

    First National Bank Texas • Plano, TX, United States
    Full-time
    Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate customer relationships, new and exi...Show more
    Last updated: 8 days ago • Promoted
    Relationship Banker

    Relationship Banker

    NDBT • Dallas, TX, US
    Full-time
    A Relationship Banker in our Dallas Banking Center is responsible for leading and delivering an outstanding experience to NDBT customers. You will acquire, manage and retain meaningful relationships...Show more
    Last updated: 16 days ago • Promoted
    Sr. Relationship Manager - To 140K + Bonus - Dallas, TX - Job # 2798

    Sr. Relationship Manager - To 140K + Bonus - Dallas, TX - Job # 2798

    The Symicor Group • Dallas, TX, US
    Full-time
    Quick Apply
    Our bank client is seeking to fill a Sr.Relationship Manager role in the Dallas, TX area.The successful candidate will engage in business development activities and solicitation of new business.The...Show more
    Last updated: 30+ days ago
    Relationship Banker

    Relationship Banker

    Comerica • Richardson, TX, US
    Full-time
    The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers.T...Show more
    Last updated: 30+ days ago • Promoted