Relationship Banker

Wells Fargo

Relationship Banker serving Wells Fargo customers across Roanoke-area branches. Building relationships and delivering banking, credit, investment, and digital banking solutions.

Posted 8/7/2026full-timeRoanoke • Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $24 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management and consultative banking, with a strong focus on delivering tailored financial strategies and enhancing digital adoption. Holds necessary FINRA certifications and state insurance licenses, ensuring compliance with industry standards and regulations.

Highest-signal resume keywords

Customer Relationship ManagementConsultative BankingFINRA Series 6FINRA Series 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionRelationship BuildingFinancial Strategy DevelopmentRisk Management

Soft Skills

CommunicationProblem SolvingProactive Outreach

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)FINRA Series 65State Insurance License

Industry Keywords

Consultative BankingDigital AdoptionCustomer PartnershipsFinancial ResponsibilityLO/CFPB Requirements

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
Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions and convert qualified opportunities
Educate customers on self-service and mobile banking options to increase digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations
Build long-term customer partnerships through consultative banking and proactive outreach

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 work a schedule including most Saturdays
FINRA Series 6 and Series 63 (or recognized equivalents) required, active or completed within the designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
FINRA Series 65 (or equivalent) must be attempted within a specified period for Virginia hires
State Insurance license(s) required, active or completed within the designated timeframe
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Must satisfy LO/CFPB requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background
Credit report may be reviewed and additional ongoing screening may apply
Not eligible for Visa sponsorship

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available