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About the Role
This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals.
Responsibilities
- Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
- Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
- Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
- Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
- Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease
- Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes
Requirements
- 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
- Ability to work a schedule that will include most Saturdays
- Obtaining and maintaining required FINRA licenses is necessary for continued employment
- Meeting enhanced financial fitness and criminal background standards
- SAFE registration is required at the time of employment
- Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
- A credit report may be reviewed (credit score not included) and additional ongoing screening may apply
- This position is not eligible for Visa sponsorship
Skills
- Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
- Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
- Experience assessing needs and recommending products and services for consumer and business customers
- Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
- Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
- 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
- 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)
- FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe
- Securities Industry Essentials (SIE) exam is also required for any FINRA qualification exams earned after Sept. 30, 2018
- FINRA Series 65 (or equivalent) examination will also be required within a specified period of time for certain states
Location
- Carle Place, NY
Work Type
- Onsite
Experience Level
- 1+ year of financial services experience
Salary/Compensations
- $27.00 - $41.00
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
About the Company
- Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed.
- Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
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.
- Applicants with Disabilities: To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
- Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
- Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.