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 and credit strategies
• Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions
• Champion digital adoption by educating customers on self-service and mobile banking options
• Resolve account inquiries and service requests while maintaining accurate documentation and risk excellence

Requirements

• 2+ years of customer service experience
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution
• 1+ year of building and maintaining effective relationships with customers and partners
• Ability to obtain and maintain FINRA Series 6, Series 63, and State Insurance licenses
• Ability to obtain SAFE registration

Preferred Qualifications

• 1+ year of financial services experience in consumer, home lending, business banking, or investments
• Proven ability to source and deepen relationships through proactive outreach
• Knowledge of book of business management practices and planning documentation
• Successfully completed FINRA Series 6 and Series 63 examinations

About the Company

Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets, providing a diversified set of banking, investment, and mortgage products and services globally.