Relationship Banker Jobs

About The Position

Requirements

• At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
• At least 1 year of experience assessing and meeting customer needs or helping resolve issues.
• At least 1 year of experience 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) and State Insurance license(s), active or completed within the designated timeframe. For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
• 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, FINRA Series 65 (or equivalent) is also required within a specified period, subject to state requirements. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
• Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
• SAFE registration is required at employment; Wells Fargo initiates the registration process after the employee's start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards. A credit report may be reviewed, and additional ongoing screening may apply.

Nice To Haves

• Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
• Knowledge of book-of-business management practices, documentation of planning conversations, and 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 champion digital adoption by educating customers on self-service and mobile banking options.
• Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust.
• At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
• Successful completion of FINRA Series 6 and Series 63 examinations (or FINRA-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 coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
• Educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
• 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 issue escalation, and compliance with policies and regulations.
• 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
• Incentive opportunities may be available