Relationship Banker

Wells Fargo

Wells Fargo Relationship Banker serving consumer and business customers across Carolina branches. Delivering tailored deposit, credit, investment, and digital banking solutions while managing risk.

Posted 8/18/2026full-timeCharlotte • North Carolina, 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 compliance and risk management. Proficient in educating customers on digital banking options and driving growth across deposits, lending, and investments.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6 and Series 63Self-Service Banking EducationProactive Outreach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceNeeds AssessmentProduct RecommendationBook of Business ManagementPlanning-Conversation Documentation

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding CredibilityTrust Development

Tools & Technologies

Mobile Banking SolutionsDigital Adoption Strategies

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseSAFE Registration

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsRisk Management

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 provide tailored banking and credit strategies
Drive balanced growth across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
Coordinate warm introductions and convert qualified opportunities into closed outcomes
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
Work in a collaborative branch environment and support customers through scheduled appointments, lobby engagement, 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 source, acquire, and deepen relationships through proactive outreach and internal partnerships
Knowledge of book of business management, planning-conversation documentation, and follow-through
Experience assessing needs and recommending products and services for consumer and business customers
Ability to educate customers on self-service and mobile banking options
Clear and confident communication, empathetic listening, and ability to build credibility and trust
1+ year of financial services experience is desired
FINRA Series 6 and Series 63 examinations or recognized equivalents required, active or completed within a 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 employees hired in South Carolina or North Carolina, among listed states
State Insurance license(s) required, active or completed within a designated timeframe
SAFE registration required at time of employment
Required FINRA licenses must be obtained and maintained for continued employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
Credit report may be reviewed and additional ongoing screening may apply
Must be able to work a schedule including most Saturdays
Not eligible for visa sponsorship

Benefits

Comp & perks

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