Relationship Banker

Wells Fargo

Relationship Banker at Wells Fargo serving customers and managing financial solutions. Focused on cultivating relationships and delivering tailored banking strategies for diverse customer needs.

Posted 7/21/2026full-timeBurleson • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $49,920 - $72,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer relationship management, with a strong focus on proactive outreach and tailored banking solutions. Proficient in digital adoption strategies and compliance with financial regulations.

Highest-signal resume keywords

Customer Relationship ManagementProactive OutreachFinancial Services ExperienceFINRA Series 6 and Series 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceIssue ResolutionNeeds AssessmentProduct RecommendationBook of Business ManagementDocumentation PracticesDigital Banking EducationSelf-Service SolutionsMobile Banking StrategiesRisk Management

Soft Skills

Effective Relationship BuildingTeam CollaborationCommunication SkillsJudgmentProblem Solving

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance License

Industry Keywords

Consumer BankingHome LendingBusiness BankingWealth ManagementFinancial Regulations

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
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions
Champion digital adoption by educating customers on self-service and mobile banking options
Resolve account inquiries and service requests within authorized limits
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations

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
Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through
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 consumer, 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)

Benefits

Comp & perks

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being
investing in your community rewards