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Wells Fargo

Nationwide banking and financial services

Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeJensen Beach, FL, USANo salary listed

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 experience assessing and meeting customer needs or helping resolve customer issues, demonstrated through work or military experience.
  • At least 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 (or FINRA-recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe. For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • For hires in specified states, FINRA Series 65 (or equivalent) is required within a specified period; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66. Requirements may change based on state regulations.
  • Obtain and maintain required FINRA licenses for continued employment; meet 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; a credit report may be reviewed, and additional 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 promote digital adoption, 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 to support strong control outcomes.

Desired Qualifications

  • Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships to 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 communicate clearly and confidently, listen with empathy, and build credibility and trust with others.
  • At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • Successful completion of 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

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

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

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