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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingUpdated on Nov 13
Full-timePanama City 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 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 obtain and maintain FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), either already active or within a designated timeframe. For FINRA qualifications 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, must obtain FINRA Series 65 (or equivalent) within a specified period, subject to applicable state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
  • Must complete SAFE registration after starting employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background; a credit report may be reviewed and additional ongoing screening may apply.
  • Must meet enhanced financial fitness and criminal background standards and complete Wells Fargo’s FINRA review after accepting an offer.
  • 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 provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
  • Partner with professionals in Wealth, Home Lending, and Business Banking to provide integrated solutions by coordinating warm introductions, setting clear expectations, and taking ownership of converting qualified opportunities into completed outcomes.
  • Educate customers on 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 promptly, and follow policies and regulations to support strong risk and control outcomes.
  • Serve as the primary point of contact for customers across all segments, including affluent customers, for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach.
  • Help customers make progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions; support activities such as opening accounts and handling service requests.
  • Build customer credibility and loyalty by conducting meaningful discovery conversations and partnering with colleagues to provide appropriate referrals. The Relationship Banker LP role is temporary until licensing and SAFE requirements are completed, after which the employee transitions to Relationship Banker (SAFE) and may participate in the Branch Network Licensed Banker program.

Desired Qualifications

  • Proven ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
  • Knowledge of book-of-business management, documentation of planning conversations, and consistent follow-through to support 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 promote digital adoption by educating customers on self-service and mobile banking options.
  • 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 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

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