Relationship Banker

Wells Fargo

Relationship Banker at Wells Fargo managing customer relationships and delivering customized banking solutions. Focusing on financial goals with strong collaboration in a branch environment.

Posted 7/14/2026full-timeTrexlertown • Pennsylvania • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on digital adoption and customer satisfaction. Proven ability to assess customer needs and recommend appropriate financial products and services across various banking sectors.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceProactive OutreachDigital Adoption ChampionFINRA Series 6 and Series 63

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementNeeds AssessmentProduct RecommendationDocumentation PracticesIssue Resolution

Soft Skills

Effective CommunicationRelationship BuildingProblem Solving

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance License

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsCustomer Retention

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
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