W

Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • At least 2 years of customer service experience, or equivalent experience demonstrated through work, 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.
  • Must have FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and State Insurance license(s), active or completed within a designated timeframe. The Securities Industry Essentials exam is also required for FINRA qualification exams earned after September 30, 2018.
  • For employees hired 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, or WY, FINRA Series 65 (or equivalent) is also required within a specified period, subject to state regulations; Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
  • Must obtain and maintain required FINRA licenses for continued employment and 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 financial responsibility, character, fitness, and criminal background standards; a credit report may be reviewed and ongoing screening may apply.
  • This position is not eligible for visa sponsorship.

Responsibilities

  • Acquire, manage, and grow a portfolio of consumer and business customer relationships through proactive engagement.
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
  • Coordinate warm introductions with colleagues in Wealth, Home Lending, and Business Banking, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
  • Educate customers about self-service and mobile banking options to encourage digital adoption, improve satisfaction and engagement, and increase service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
  • Participate in the Branch Network Licensed Banker program if hired into the temporary Relationship Banker LP role while not fully licensed; transition to the Relationship Banker (SAFE) role after successfully completing licensing and SAFE requirements.

Desired Qualifications

  • Proven ability to source, acquire, and deepen customer relationships through proactive outreach and internal partnerships.
  • Knowledge of book-of-business management practices, documenting planning conversations, and following through consistently 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.
  • Successful completion of FINRA Series 6 and Series 63 examinations (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
  • State Insurance license(s).

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

Recently Posted Jobs

Explore more opportunities at Wells Fargo

See more jobs