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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeOrlando, FL, USANo salary listedIn-person

About the Job

Requirements

  • At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 1 year of assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
  • At least 1 year of building and maintaining effective relationships with customers and partners.
  • Ability to work a schedule that includes most Saturdays.
  • Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; the Securities Industry Essentials exam is also required for FINRA qualifications earned after September 30, 2018.
  • For positions hired in the specified states, Series 65 (or equivalent) is required within a specified period, subject to stated state-regulatory exceptions.
  • Required FINRA licenses must be obtained and maintained for continued employment; the role also requires meeting enhanced financial fitness and criminal background standards.
  • SAFE registration is required at employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background; credit and ongoing screening may apply.
  • The position is not eligible for visa sponsorship.

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 that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
  • Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans that reinforce trust and ease.
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
  • Employees hired into the Relationship Banker LP role will participate in the Branch Network Licensed Banker program until they successfully complete licensing and SAFE requirements and transition to the Relationship Banker (SAFE) role.

Desired Qualifications

  • Demonstrated ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships that support the customer experience.
  • Knowledge of book-of-business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments.
  • Experience assessing customer needs and recommending products and services for consumer and business customers.
  • Ability to educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
  • State insurance licenses.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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