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 Drive balanced growth across deposits, lending, and investments Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking professionals Set expectations and take ownership of converting qualified opportunities into closed outcomes Educate customers on self-service and mobile banking to promote digital adoption Resolve account inquiries and service requests within authorized limits Document actions and establish follow-up plans Maintain accurate documentation, exercise sound judgment, elevate issues promptly, and follow policies and regulations Open accounts, handle service requests, and deliver seamless everyday banking experiences Requirements 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education 1+ year of assessing and meeting customer needs or helping with issue resolution 1+ year of building and maintaining effective relationships with customers and partners Ability to source, acquire, and deepen customer 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 Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration State Insurance license(s) FINRA Series 65 or equivalent examination required in specified states, including Texas, within a designated timeframe Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018 Required FINRA licenses must be obtained and maintained for continued employment Enhanced financial fitness and criminal background standards SAFE registration required at the time of employment Ability to meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background Ability to work a schedule that includes most Saturdays Not eligible for visa sponsorship Core Competencies Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and regulatory standards. Proficient in assessing customer needs and promoting digital banking adoption while maintaining accurate documentation and follow-up. Highest-signal resume keywords Customer Relationship Management FINRA Series 6 License FINRA Series 63 License FINRA Series 65 License Securities Industry Essentials (SIE) Exam Hard Skills Customer Service Experience Account Management Issue Resolution Product Recommendation Financial Planning Documentation Soft Skills Effective Communication Empathy Building Trust Proactive Outreach Certifications & Qualifications State Insurance License SAFE Registration Industry Keywords Consumer Banking Business Banking Deposits Lending Investments Tools & Technologies Mobile Banking Self-Service Banking #J-18808-Ljbffr