Relationship Banker Jobs

About The Position

Requirements

• At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
• At least 1 year assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
• At least 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 examinations, or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
• Securities Industry Essentials (SIE) exam for FINRA qualification exams earned after September 30, 2018.
• FINRA Series 65 or equivalent within a specified period for hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, subject to state requirements. Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
• SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
• Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo standards relating to financial responsibility, character, fitness, and criminal background.
• Obtain and maintain required FINRA licenses for continued employment.

Nice To Haves

• Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
• Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
• Experience assessing needs and recommending products and services for consumer and business customers.
• Ability to promote digital adoption and educate customers about self-service and mobile banking.
• Clear, confident communication; empathetic listening; and the ability to build credibility and trust.
• At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
• Completed FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
• State insurance license(s).

Responsibilities

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
• Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
• Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions, coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into completed outcomes.
• Promote digital adoption by educating customers about self-service and mobile banking options.
• 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 compliance with policies and regulations.
• Open accounts and support customers with everyday banking activities and service requests.
• Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely and effective manner.

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
• Eligible employees may also be eligible for incentive opportunities.