Relationship Banker

Responsibilities

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking, credit, and investment strategies.
• Partner with specialists across Wealth, Home Lending, and Business Banking to provide integrated financial solutions.
• Champion digital adoption by educating customers on self-service and mobile banking options.
• Resolve account inquiries and service requests while maintaining strict adherence to risk and compliance policies.

Requirements

• 2+ years of customer service experience.
• 1+ year of experience assessing customer needs and providing issue resolution.
• 1+ year of experience in relationship management.
• Ability to work a schedule that includes most Saturdays.
• FINRA Series 6 and 63 licenses required (or ability to obtain within a designated timeframe).
• State Insurance license required.

Preferred Qualifications

• 1+ year of financial services experience in consumer banking, home lending, or investments.
• Proven ability to source and deepen relationships through proactive outreach.
• Knowledge of book of business management and documentation of planning conversations.
• Strong communication skills with the ability to build credibility and trust through empathy.

Benefits

• Comprehensive health benefits.
• 401(k) Plan.
• Paid time off.
• Disability, life, critical illness, and accident insurance.
• Parental and critical caregiving leave.
• Tuition reimbursement and scholarships for dependent children.
• Commuter benefits and various discounts.

About the Company

Wells Fargo is a leading global financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments. We are committed to driving innovation, empowering communities, and helping our customers succeed through trusted advice and disciplined growth.