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 Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate integrated solutions and warm introductions Convert qualified opportunities into closed outcomes Educate customers on self-service and mobile banking to improve satisfaction, engagement, and service efficiency Resolve account inquiries and service requests within authorized limits Document actions and establish follow-up plans Maintain accurate documentation, exercise sound judgment, escalated issues promptly, and follow policies and regulations Work collaboratively in a branch environment to meet customer needs through appropriate referrals 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 recommending products and services for consumer and business customers Ability to educate customers on self-service and mobile banking options Ability to communicate clearly and confidently, listen empathetically, and build credibility and trust FINRA Series 6 and Series 63 examinations or recognized equivalents, sufficient for immediate FINRA registration; licenses must be active or completed within the designated timeframe SIE exam required for FINRA qualification exams earned after September 30, 2018 Series 65 or equivalent required to be attempted within a specified timeframe in applicable states, including South Carolina State Insurance license(s), active or completed within the designated timeframe SAFE registration required at employment Must meet enhanced financial fitness and criminal background standards Must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background Ability to work a schedule including most Saturdays Obtaining and maintaining required FINRA licenses is necessary for continued employment This position is not eligible for visa sponsorship Core Competencies Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on educating clients about self-service and mobile banking options. Proficient in compliance with financial regulations and maintaining accurate documentation while driving growth across deposits, lending, and investments. Highest-signal resume keywords Customer Relationship Management FINRA Series 6 License FINRA Series 63 License Self-Service Banking Education Issue Resolution ATS Optimization Keywords Hard Skills Customer Service Experience Book-of-Business Management Product Recommendation Planning-Conversation Documentation Proactive Outreach Soft Skills Clear Communication Empathetic Listening Building Credibility Trust Building Certifications & Qualifications SIE Exam State Insurance License SAFE Registration Industry Keywords Financial Responsibility LO/CFPB Requirements Wells Fargo Standards Criminal Background Standards Tools & Technologies Mobile Banking Solutions Self-Service Banking Tools #J-18808-Ljbffr