Relationship Banker

Wells Fargo

Relationship Banker at Wells Fargo managing consumer and business customer relationships. Proactively acquiring and growing banking relationships with tailored strategies and integrated solutions.

Posted 7/8/2026full-timeMiddletown • Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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 drive balanced growth across deposits, lending, and investments
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Requirements

What you’ll need

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ year of building and maintaining effective relationships with customers and partners
Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
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
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
State Insurance license(s)

Benefits

Comp & perks

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Customer ServiceIssue ResolutionBook of Business ManagementDocumentation PracticesNeeds AssessmentProduct RecommendationRelationship BuildingService Efficiency

Soft Skills

Clear CommunicationEmpathyTrust Building

Certifications

FINRA Series 6FINRA Series 63State Insurance License