Relationship Banker

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 Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions Coordinate warm introductions, set expectations, and convert qualified opportunities into closed outcomes Educate customers on self-service and mobile banking options to promote digital adoption Resolve account inquiries and service requests within authorized limits Document actions and establish follow-up plans Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence Support customers through scheduled appointments, lobby engagement, proactive outreach, account opening, and everyday banking activities Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing licensing and SAFE requirements Requirements 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education 1+ year assessing and meeting customer needs or helping with issue resolution 1+ year building and maintaining effective relationships with customers and partners Ability to source, acquire, and deepen relationships through proactive outreach Knowledge of book of business management, planning-conversation documentation, and follow-through Experience assessing needs and recommending products and services for consumer and business customers Clear and confident communication, empathetic listening, and ability to build credibility and trust 1+ year of financial services experience is desired FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration are desired State Insurance license(s) are desired FINRA Series 6 and Series 63 or recognized equivalents and State Insurance license(s) must be active or completed within a designated timeframe SIE exam required for FINRA qualifications earned after September 30, 2018 FINRA Series 65 or equivalent required within a specified period in Texas and listed states Required FINRA licenses must be obtained and maintained for continued employment Enhanced financial fitness and criminal background standards SAFE registration required at time of employment Must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background Ability to work a schedule including most Saturdays Not eligible for Visa sponsorship Core Competencies Demonstrates expertise in relationship management, customer service, and financial product recommendations, with a strong focus on compliance and regulatory adherence. Proven ability to educate customers on banking solutions and drive digital adoption while maintaining effective communication and trust. Highest-signal resume keywords Customer Relationship Management Financial Services Experience FINRA Series 6 and Series 63 Proactive Outreach Risk Management Hard Skills Customer Service Needs Assessment Product Recommendations Book of Business Management Planning-Conversation Documentation Account Opening Digital Banking Education Issue Resolution Regulatory Adherence Follow-Through Soft Skills Clear Communication Empathetic Listening Building Credibility Trust BuildingRelationship Strengthening Certifications & Qualifications FINRA Series 6 FINRA Series 63 State Insurance License SIE Exam FINRA Series 65 Industry Keywords Consumer Banking Business Banking Wealth Management Lending Deposits Investments Compliance Standards LO/CFPB Requirements Wells Fargo Policies Financial Responsibility #J-18808-Ljbffr