Relationship Banker

Wells Fargo

. Acquire, manage, and grow a portfolio of consumer and business customer relationships .

Posted 10/22/2026full-timeNewark • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and risk management. Proficient in financial services, account management, and enhancing customer experiences through effective communication and proactive outreach.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6 LicenseFINRA Series 63 LicenseProactive Outreach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementIssue ResolutionProduct RecommendationPlanning Conversation DocumentationCustomer Needs Assessment

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding CredibilityTrust Building

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 65 ExaminationSecurities Industry Essentials (SIE) ExamState Insurance LicenseSAFE Registration

Industry Keywords

Consumer BankingBusiness BankingDepositsLendingInvestments

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
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to promote 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, issue escalation, and policy compliance
Participate in the Branch Network Licensed Banker program until fully licensed, if applicable
Serve as the primary contact for everyday banking needs through appointments, lobby engagement, and proactive outreach
Open accounts, handle service requests, and deliver seamless customer experiences

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 source, acquire, and deepen customer relationships through proactive outreach
Knowledge of book of business management, planning conversation documentation, and follow-through practices
Experience assessing needs and recommending products and services for consumer and business customers
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 sufficient 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 September 30, 2018
FINRA Series 65 or equivalent examination required to be attempted within a specified period in Delaware and listed 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
Must meet LO/CFPB requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background
Ability to work a schedule including most Saturdays
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Ongoing coaching
Community investment recognition
Career growth opportunities
Equal opportunity employment
Medical accommodation support during recruitment
Drug-free workplace