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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingPosted on Nov 13
Full-timeChesapeake, VA, USA

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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
  • At least 1 year of building and maintaining effective relationships with customers and partners.
  • Series 6 and Series 63 FINRA qualifications, or recognized equivalents, and state insurance licenses must be active or completed within the designated timeframe. The Securities Industry Essentials exam is also required for FINRA qualifications earned after September 30, 2018.
  • Series 65 or an equivalent examination is required within the specified timeframe for employees hired in the listed states, subject to applicable state regulations.
  • SAFE registration is required at the time of employment. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
  • The role requires enhanced financial fitness and criminal background standards.
  • Must be able to work a schedule that includes most Saturdays.
  • The position is not eligible for visa sponsorship.

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 support balanced growth across deposits, lending, and investments.
  • Partner with professionals in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into closed 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 risk and control outcomes.

Desired Qualifications

  • Proven ability to source, acquire, and deepen customer 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.
  • At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • Successfully completed 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

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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