Full-Time

Relationship Banker

Posted on 9/11/2026

Deadline 9/16/26
Wells Fargo

Wells Fargo

10,001+ employees

Nationwide banking and financial services

No salary listed

No H1B Sponsorship

Savannah, GA, 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, training, military experience, or education.
  • At least 1 year of experience assessing and meeting customer needs or helping with issue resolution 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.
  • FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
  • Securities Industry Essentials examination for FINRA qualifications earned after September 30, 2018.
  • FINRA Series 65 examination or equivalent within the specified period for applicable states.
  • Ability to obtain and maintain required FINRA licenses for continued employment.
  • Ability to meet enhanced financial fitness and criminal background standards.
  • SAFE registration at the time of employment and compliance with applicable loan-originator and Consumer Financial Protection Bureau requirements.
  • Ability to meet standards related to financial responsibility, character, fitness, and criminal background, including possible credit-report review and ongoing screening.
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 by coordinating warm introductions, setting expectations, and converting qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to increase digital adoption, satisfaction, engagement, and service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
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 increase digital adoption, satisfaction, engagement, and service efficiency.
  • Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others.
  • 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 FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
  • State insurance license(s).

Wells Fargo provides banking, investment, and payment services to individuals, businesses, and institutions. Its products include checking and savings accounts, loans, credit cards, wealth management, and payments, accessible through branches, online and mobile platforms, and full payment rails. The company combines a wide national footprint with a long history and a business model that integrates banking, investment, and payments, supported by a large network of branches and ATMs. Its goal is to help customers manage money, grow wealth, and move funds safely and reliably.

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

  • March 2026 Fed termination ended the last major enforcement action on Wells Fargo.
  • 2Q26 net income hit $6.4 billion, with net interest income up 5%.
  • Wealth recruiting accelerated in 2026, adding Gianluca Palermo and James Taylor teams.

What critics are saying

  • Wells Fargo still carries fake-accounts brand damage; adviser retention remains fragile after 2016 scandals.
  • Independent advisers brought $17 billion, but technology-enabled breakaways can drain assets quickly.
  • A renewed compliance lapse would trigger harsher supervision and erase the Fed-relief franchise premium.

What makes Wells Fargo unique

  • June 2025 asset-cap removal restores growth optionality versus JPMorgan and BofA.
  • Barry Sommers' 2020 wealth overhaul attracted $17 billion from independent advisers in 2026.
  • 2Q26 revenue rose 9% to $22.6 billion, showing operating leverage under Charlie Scharf.

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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

Company News

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