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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingPosted on Nov 12
Full-timeWarminster Township, PA, USANo salary listed

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 customer issues.
  • 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 recognized equivalents, and required state insurance licenses must be active or completed within a designated timeframe; the Securities Industry Essentials exam is also required for FINRA qualifications earned after September 30, 2018.
  • For hires in specified states, FINRA Series 65 or an equivalent examination is required within a specified timeframe, subject to state regulatory requirements; Wyoming allows referral-only licensed bankers to obtain IAR registration without Series 65/66.
  • Must obtain and maintain required FINRA licenses and meet enhanced financial fitness and criminal background standards.
  • SAFE registration is required at employment; Loan Originators must meet LO/CFPB requirements and Wells Fargo policies on financial responsibility, character, fitness, and criminal background, and may undergo credit report review and 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 provide tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
  • Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions, coordinate warm introductions, 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 follow policies and regulations to support risk and control outcomes.
  • In the license-pending Relationship Banker LP role, complete licensing and SAFE requirements before transitioning to the Relationship Banker (SAFE) role; employees who are not fully licensed participate in the Branch Network Licensed Banker program.

Desired Qualifications

  • Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships.
  • Knowledge of book-of-business management practices, documentation of planning conversations, and follow-through to drive 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 educate customers on self-service and mobile banking options to promote 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.
  • Completed 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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