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Wells Fargo

Nationwide banking and financial services

Relationship Banker

Full-TimeUpdated Deadline 11/4/26
No salary listed
Junior
Bradenton, FL, USA+2 moreMore locations: Palmetto, FL, USA | Ellenton, FL, USA
In PersonWork at one of the listed branch locations; schedule includes most Saturdays.
Finance & BankingRetail & Commercial Banking
No H1B Sponsorship

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 with issue resolution, demonstrated through work or military experience.
  • At least 1 year of experience building and maintaining effective relationships with customers and partners.
  • 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 qualifications earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 (or equivalent) is also required within a specified period, subject to state regulations.
  • 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 Loan Originator and Consumer Financial Protection Bureau requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background; a credit report may be reviewed and additional ongoing screening may apply.
  • Ability to work a schedule that includes most Saturdays.
Responsibilities
  • 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.
  • Coordinate warm introductions and clear expectations with professionals across Wealth, Home Lending, and Business Banking, taking ownership of converting qualified opportunities into closed outcomes.
  • Educate customers about 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.
  • Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and adhere to policies and regulations to support risk and control outcomes.
Desired Qualifications
  • Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
  • 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 support digital adoption.
  • 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 provides banking, investment, and payment services to individuals, businesses, and institutions. Its products include checking and savings accounts, loans, credit cards, wealth management, and payments, accessible through branches, online and mobile platforms, and full payment rails. The company combines a wide national footprint with a long history and a business model that integrates banking, investment, and payments, supported by a large network of branches and ATMs. Its goal is to help customers manage money, grow wealth, and move funds safely and reliably.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

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Simplify's Take

What believers are saying

  • July 2026 second-quarter revenue rose 9% to $22.6 billion, beating estimates.
  • July 2026 investment banking fees jumped 35% to $939 million, showing capital-markets momentum.
  • 2026 card accounts grew 20% and commercial loans 12%, expanding fee and interest income.

What critics are saying

  • January 2026 severance costs hit $612 million after 5,600 layoffs, signaling ongoing restructuring.
  • CFPB’s 2022 $3.7 billion order keeps auto, mortgage, and deposit misconduct damage alive.
  • One OCC AML enforcement action remains; another control failure triggers fresh penalties and leadership scrutiny.

What makes Wells Fargo unique

  • June 2025 Fed lifted Wells Fargo’s $1.95 trillion asset cap, restoring balance-sheet growth.
  • May 2026 Advisor Gateway gave 200-plus tools and BlackRock Aladdin analytics to wealth advisors.
  • Wells Fargo still owns a top-tier U.S. branch franchise and $2.2 trillion wealth platform.

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Benefits

  • Health Insurance
  • 401(k) Retirement Plan
  • Paid Vacation
  • Paid Sick Leave
  • Parental Leave
  • Disability Insurance
  • Life Insurance
  • Tuition Reimbursement
  • Commuter Benefits
  • Adoption Assistance

Company News

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Oct 29th, 2026
Wells Fargo shifts AI agent liability to customers on November 24, three days before Black Friday

Apple's $299 HomeView ships in the US on November 13, and Wells Fargo's updated Online Access Agreement takes effect November 24. Black Friday falls three days later, on November 27. Section 15 of the Wells Fargo agreement deems any instruction an AI agent executes as authorised by the customer, without further verification. It says use of an AI agent is "AT YOUR OWN RISK," and the bank does not monitor agent activity. The bank may limit, suspend, or terminate agent access at any time. Merchants look unprepared. An October 24 analysis found 11% of small and mid-sized merchants and 19% of large merchants agent-ready. Among consumers, 58% research with AI, but only 17% are comfortable letting it complete a purchase. HomeView remains unavailable in the EU.

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Phillips Edison & Company Closes $350 Million Three-Year Unsecured Term Loan

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AAR expands revolving credit facility to $1.38bn, extends maturity to 2031

AAR has increased commitments under its unsecured revolving credit facility by $550 million to $1.375 billion and extended its maturity from December 2027 to October 2031.

Yahoo Finance
Oct 23rd, 2026
Wells Fargo names Kleber Santos sole consumer bank chief as Van Beurden shifts to AI

Wells Fargo has named Kleber Santos sole chief executive of its consumer banking and lending business. Saul Van Beurden, formerly co-chief executive of that segment, moves to a full-time artificial intelligence (AI) role. Both appointments take effect immediately. Santos will oversee consumer deposits, credit cards, business banking, and auto lending. Van Beurden will focus on scaling AI adoption across the bank, including deepening its work with AI firms. "Kleber and Saul have built strong momentum in both areas, and having each focus fully on these priorities will help us accelerate that progress," chief executive Charlie Scharf said. Wells rose to No. 5 globally and No. 3 in the US on the Evident AI index for banks.