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 professionals 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 accurate documentation and adhering to all policies and regulations.

Requirements

• 2+ years of customer service experience.
• 1+ year of experience assessing and meeting customer needs or resolving issues.
• 1+ year of experience building and maintaining effective relationships with customers and partners.
• Ability to work a schedule that includes most Saturdays.
• Possession of, or ability to obtain, FINRA Series 6 and Series 63 licenses.
• Possession of, or ability to obtain, a State Insurance license.

Preferred Qualifications

• 1+ year of financial services experience in consumer banking, home lending, business banking, 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 listen with empathy and build trust.

About the Company

Wells Fargo is a leading 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, including Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.