Public Job Hunters · Sterling, VA, USA
Wells Fargo is seeking a Senior Relationship Banker to join its team in Sterling, VA. This role requires 4+ years of customer service experience and 3+ years of experience recommending financial products. Candidates must hold FINRA Series 6 and Series 63 licenses, a State insurance license, and SAFE registration. The position is hybrid, with 3 days per week on-site. Applicants must be able to work Saturdays and meet location requirements.
Responsibilities:
Provide exceptional customer service to clients in the financial services industry.
Recommend and sell financial products including consumer banking, home lending, business banking, and investments.
Manage a book of business and document planning conversations.
Maintain compliance with all applicable risk and compliance programs.
Work a schedule including most Saturdays.
Support team goals through coaching and peer support.
Adhere to Wells Fargo’s risk-mitigating and compliance-driven culture.
Requirements:
4+ years of customer service experience, or equivalent work experience, training, military experience, or education.
3+ years of experience building and maintaining effective customer and partner relationships.
3+ years of experience recommending products and services.
FINRA Series 6 and Series 63 licenses or recognized equivalents.
Securities Industry Essentials (SIE) exam for qualifications earned after September 30, 2018.
FINRA Series 65 or equivalent examination within the specified period for Virginia.
State insurance license or completion within the designated timeframe.
SAFE registration at the time of employment.
Ability to work a schedule including most Saturdays.
3+ years of experience in a licensed financial services position.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
Experience recommending financial products and translating customer goals into actionable recommendations.
Experience managing a book of business and documenting planning conversations.
Experience coaching or supporting peers.
Benefits:
Health coverage begins on day one with comprehensive medical, dental, and vision options, and the company subsidizes a substantial share of premiums for U.S. employees (varying by compensation band).
A robust 401(k) program includes an employer match for eligible employees, with specifics laid out in plan materials and filings.
Parental leave extends up to 16 weeks for eligible primary caregivers, alongside fertility coverage, adoption/surrogacy reimbursement, and lactation support.
Work Environment:Hybrid workspace with 3 days per week on-site. HQ is in San Francisco, CA. Other locations include Bangalore, Belfast, Bengaluru, Chandler, Charlotte, Hyderabad, Irving, New York, Phoenix.
Equal Opportunity Employer: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.