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Wells Fargo

Nationwide banking and financial services

Relationship Banker

Retail & Commercial BankingUpdated on Nov 10
Full-timeSpring, TX, USANo salary listed

About the Job

Requirements

  • Have 2 or more years of customer service experience, or equivalent experience demonstrated through work experience, training, military experience, or education.
  • Have 1 or more year of experience assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
  • Have 1 or more year of experience building and maintaining effective relationships with customers and partners.
  • Be able to work a schedule that includes most Saturdays.
  • Obtain and maintain FINRA Series 6 and Series 63 qualifications, or recognized equivalents, and state insurance licenses, either active or within the designated timeframe. For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • For hires in Alaska, Alabama, Connecticut, Delaware, Hawaii, Iowa, Idaho, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, North Carolina, North Dakota, Nebraska, New Mexico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, or Wyoming, obtain FINRA Series 65 or an equivalent within the specified period. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65 or 66; requirements may change with state regulations.
  • Meet enhanced financial fitness and criminal background standards and comply with the FINRA review process initiated after offer acceptance.
  • Complete SAFE registration, which Wells Fargo initiates after the start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies for financial responsibility, character, fitness, and criminal background; a credit report may be reviewed and additional ongoing screening may apply.
  • This 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 expectations, and taking ownership to convert qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to encourage digital adoption, elevate satisfaction and engagement, and improve service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
  • If hired into the Relationship Banker LP (license pending) role, complete licensing and SAFE requirements; after successful completion, transition to the Relationship Banker (SAFE) role. Employees not fully licensed will participate in the Branch Network Licensed Banker program.

Desired Qualifications

  • Proven ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships that support the customer experience.
  • Knowledge of book-of-business management practices, documenting 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.
  • Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust.
  • At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • Completion of FINRA Series 6 and Series 63 examinations, or 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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