Relationship Banker

Responsibilities

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach and appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking, credit, and investment strategies
• Serve as the primary financial partner providing comprehensive, multi-product guidance across various life stages
• Partner with internal teams in Wealth, Home Lending, and Business Banking to deliver integrated financial solutions
• Champion digital adoption by educating customers on self-service and mobile banking options
• Demonstrate risk excellence through accurate documentation and adherence to all policies and regulations

Requirements

• 4+ years of customer service experience
• 3+ years of experience building and maintaining effective customer relationships
• 3+ years of experience recommending products and services
• FINRA Series 6 and 63 licenses required (or ability to obtain within a designated timeframe)
• State Insurance license required

Preferred Qualifications

• Experience managing a book of business and driving retention through goal-based planning
• Proven ability to proactively source and acquire new relationships through outreach
• Experience coaching or supporting peers to strengthen team performance
• Background in consumer banking, home lending, business banking, or investments

Benefits

• Health, dental, and vision benefits
• 401(k) plan
• Paid time off and parental leave
• Life, critical illness, and accident insurance
• 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, helping customers succeed through innovation and community empowerment.