Inactive
W

Wells Fargo

Nationwide banking and financial services

Relationship Banker

Retail & Commercial BankingPosted on Oct 5
Full-timeBurnet, TX, USANo 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 assessing and meeting customer needs or helping resolve issues.
  • At least 1 year of 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), State Insurance license(s), and, for hires in specified states including Texas, Series 65 (or equivalent) within the required timeframe. For FINRA qualifications earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • SAFE registration is required at employment; loan originators must meet Loan Originator/Consumer Financial Protection Bureau requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background.
  • Must meet enhanced financial fitness and criminal background standards; FINRA review begins after an offer is accepted.
  • 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 that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
  • Coordinate warm introductions with professionals across 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 promote digital adoption, 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 adhere to policies and regulations to support risk and control outcomes.
  • For the Relationship Banker LP (license pending) temporary role, participate in the Branch Network Licensed Banker program until licensing and SAFE requirements are completed, then transition to the Relationship Banker (SAFE) role.

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 promote digital adoption, satisfaction, engagement, and service efficiency.
  • At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • 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

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

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