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Relationship Banker
Wells FargoRelationship Banker serving Wells Fargo customers through tailored banking, credit, deposit, and investment solutions. Building relationships and supporting compliant branch growth.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer relationships and delivering tailored banking solutions while ensuring compliance with regulatory standards. Proven ability to drive growth in deposits, lending, and investments through effective collaboration and customer education.
Highest-signal resume keywords
Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)Financial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ServiceIssue ResolutionFinancial Product AssessmentPortfolio ManagementRisk Management
Soft Skills
Effective CommunicationCollaborationRelationship BuildingProblem Solving
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Options
Certifications & Qualifications
State Insurance LicenseSAFE RegistrationSeries 65 (or Equivalent)
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Responsibility Standards
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
- Drive balanced growth across deposits, lending, and investments
- Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
- Coordinate warm introductions, set clear expectations, and convert qualified opportunities into closed outcomes
- Educate customers on self-service and mobile banking options to champion digital adoption
- Resolve account inquiries and service requests within authorized limits
- Document actions and set follow-up plans
- Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations
- Work in a collaborative branch environment and partner with colleagues 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 of assessing and meeting customer needs or helping with issue resolution
- 1+ year of building and maintaining effective relationships with customers and partners
- Ability to work a schedule that will include most Saturdays
- FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration
- State Insurance license(s), active or completed within a designated timeframe
- Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after Sept. 30, 2018
- Series 65 or equivalent examination required to be attempted within a specified period for applicable states
- Required FINRA licenses must be obtained and maintained for continued employment
- Enhanced financial fitness and criminal background standards
- SAFE registration required at the time of employment
- Loan Originators must meet LO/CFPB requirements
- Must comply with standards related to financial responsibility, character, fitness, and criminal background
- Not eligible for Visa sponsorship
- 1+ year of financial services experience in consumer, home lending, business banking, or investments (desired)
- Successfully completed FINRA Series 6 and Series 63 examinations (desired)
- Proven ability to source, acquire, and deepen relationships (desired)
- Knowledge of book of business management practices (desired)
- Experience assessing needs and recommending products and services (desired)
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