Relationship Banker

Wells Fargo

Relationship Banker serving consumer and business customers at Wells Fargo branches in Myrtle Beach, South Carolina. Building relationships, recommending banking solutions, and supporting compliant financial outcomes.

Posted 8/4/2026full-timeMyrtle Beach • South Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on educating clients about self-service and mobile banking options. Proficient in compliance with financial regulations and maintaining accurate documentation while driving growth across deposits, lending, and investments.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseSelf-Service Banking EducationIssue Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceBook-of-Business ManagementProduct RecommendationPlanning-Conversation DocumentationProactive Outreach

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding CredibilityTrust Building

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Tools

Certifications & Qualifications

SIE ExamState Insurance LicenseSAFE Registration

Industry Keywords

Financial ResponsibilityLO/CFPB RequirementsWells Fargo StandardsCriminal Background Standards

About the role

Key responsibilities & impact

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
Drive balanced growth across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate integrated solutions and warm introductions
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking to improve satisfaction, engagement, and service efficiency
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations
Work collaboratively in a branch environment to meet customer needs through appropriate referrals

Requirements

What you’ll need

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year assessing and meeting customer needs or helping with issue resolution
1+ year building and maintaining effective relationships with customers and partners
Ability to source, acquire, and deepen relationships through proactive outreach
Knowledge of book-of-business management, planning-conversation documentation, and follow-through
Experience recommending products and services for consumer and business customers
Ability to educate customers on self-service and mobile banking options
Ability to communicate clearly and confidently, listen empathetically, and build credibility and trust
FINRA Series 6 and Series 63 examinations or recognized equivalents, sufficient for immediate FINRA registration; licenses must be active or completed within the designated timeframe
SIE exam required for FINRA qualification exams earned after September 30, 2018
Series 65 or equivalent required to be attempted within a specified timeframe in applicable states, including South Carolina
State Insurance license(s), active or completed within the designated timeframe
SAFE registration required at employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
Ability to work a schedule including most Saturdays
Obtaining and maintaining required FINRA licenses is necessary for continued employment
This position is not eligible for visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Ongoing coaching
Community investment and recognition
Equal opportunity employment
Medical accommodation during recruitment or interviews
Drug-free workplace