Full-Time

Relationship Banker

Updated on 8/19/2026

Deadline 8/25/26
Wells Fargo

Wells Fargo

10,001+ employees

Diversified financial services: banking, lending, investments

No salary listed

No H1B Sponsorship

Floresville, TX, USA

In Person

Most Saturdays are required.

Category
Finance & Banking (1)
Required Skills
Risk Management
Customer Service

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Requirements
  • At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, education, or a combination of these.
  • At least 1 year of assessing and meeting customer needs or helping with issue resolution 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.
  • FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and State Insurance license(s), which must be active or completed within the designated timeframe.
  • The Securities Industry Essentials examination is also required for FINRA qualification exams earned after September 30, 2018.
  • Ability to attempt the FINRA Series 65 examination, or equivalent, within the specified period when hired in the listed states, including Texas.
  • Ability to obtain and maintain required FINRA licenses as a condition of continued employment.
  • Ability to meet enhanced financial fitness and criminal background standards.
  • SAFE registration is required at the time of employment, and loan originators must meet LO/CFPB requirements and Wells Fargo policies related to financial responsibility, character, fitness, and criminal background.
  • Ability to complete Wells Fargo’s credit report review and any additional ongoing screening.
  • 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 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 converting qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to drive digital adoption, satisfaction, engagement, and service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans.
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
  • Complete the temporary Relationship Banker LP licensing and SAFE requirements and transition to the Relationship Banker SAFE role upon successful completion.
Desired Qualifications
  • Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
  • 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 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, 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.
  • 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).

Wells Fargo offers a broad range of banking, mortgage, investing, credit card, and wealth and commercial services in the United States. Its products work through a network of branches, ATMs, and digital platforms, combining everyday banking with lending, investment products, and advisory services. The company differentiates itself with a large nationwide branch presence, a wide mix of financial services under one roof, and a focus on secure, user-friendly technology. Its goal is to help customers manage, protect, and grow their money by providing trusted, accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

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Simplify Jobs

Simplify's Take

What believers are saying

  • Second-quarter 2026 profit rose 17%, with consumer spending and business cash flows strong.
  • Wealth assets reached $2.4 trillion in 2Q26, lifting fees and advisor productivity.
  • Average deposits rose 10% and loans 12% year over year, supporting net interest income.

What critics are saying

  • Severance and restructuring still hit earnings; 2026 expenses stay near $55.7 billion.
  • The 2018-2020 sales-practices scandal still defines Wells Fargo's reputation with regulators and candidates.
  • Investment-banking expansion faces JPMorgan and Goldman Sachs, risking talent-poaching costs and weak returns.

What makes Wells Fargo unique

  • Asset-cap removal in 2025 freed Wells Fargo to grow balance sheet again.
  • Charlie Scharf rebuilt the bank since 2019, ending all outstanding consent orders.
  • Wells Fargo is pushing AI and Advisor Gateway to deepen cross-sell and productivity.

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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

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