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 retention and balanced growth across deposits, lending, and investments Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions Coordinate warm introductions 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 adherence Serve as the primary point of contact for everyday banking needs, products, and services through appointments, lobby engagement, and proactive outreach Support customers' financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after successfully completing licensing and SAFE requirements Requirements 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, 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 work a schedule that includes most Saturdays FINRA Series 6 and Series 63, or FINRA-recognized equivalents, required to be active or completed within a designated timeframe Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018 FINRA Series 65, or equivalent, required within a specified period for applicable states including Texas State Insurance license(s) required to be active or completed within a designated timeframe 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 Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background Ability to meet applicable risk, compliance, policy, and regulatory requirements This position is not eligible for Visa sponsorship Desired: financial services experience, including consumer, home lending, business banking, or investments Desired: FINRA Series 6 and Series 63 examinations completed sufficiently to qualify for immediate FINRA registration Desired: State Insurance license(s) Core Competencies Demonstrates expertise in managing customer relationships and delivering tailored banking solutions while adhering to compliance and regulatory standards. Proficient in driving customer engagement through digital banking education and integrated financial strategies. Highest-signal resume keywords Customer Relationship Management FINRA Series 6 FINRA Series 63 Securities Industry Essentials (SIE) State Insurance License Hard Skills Customer Service Issue Resolution Financial Planning Risk Management Compliance Adherence Soft Skills Effective Communication Relationship Building Proactive Outreach Certifications & Qualifications FINRA Series 65 SAFE Registration Industry Keywords Consumer Banking Home Lending Business Banking Investments Financial Services Tools & Technologies Mobile Banking Digital Engagement #J-18808-Ljbffr Jobtailor