Relationship Banker

Wells Fargo

Relationship Banker managing portfolios and delivering tailored banking strategies for customer financial goals. Collaborating with professionals across Wealth, Home Lending, and Business Banking for integrated solutions.

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

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer relationship management and service excellence, with a focus on delivering tailored banking solutions and driving digital adoption. Proven ability to collaborate with cross-functional teams to achieve customer satisfaction and business growth.

Highest-signal resume keywords

Customer Relationship ManagementIssue ResolutionDigital Banking EducationCross-Functional CollaborationCustomer Service Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Effective CommunicationRelationship BuildingProblem Solving

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking

Industry Keywords

Consumer BankingBusiness BankingWealth ManagementLendingDepositsInvestments

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.

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

Benefits

Comp & perks

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