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 deliver integrated financial solutions.
• Champion digital adoption by educating customers on self-service and mobile banking options.
• Resolve account inquiries and service requests while ensuring adherence to all policies and regulations.
• Demonstrate risk excellence through accurate documentation and sound judgment.

Requirements

• 2+ years of customer service experience.
• 1+ year of experience assessing customer needs or helping with issue resolution.
• 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 licenses required (or ability to obtain within a designated timeframe).
• State Insurance license required.

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 documentation of planning conversations.
• Strong communication skills with the ability to listen with empathy and build credibility.

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. We are committed to driving innovation, empowering communities, and helping our customers succeed through trusted advice and disciplined growth.