Relationship Banker

Wells Fargo

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

Posted 10/16/2026full-timePlano • Texas • 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 financial services, including account management and product recommendations for consumer and business clients.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceRisk ManagementFINRA Series 6 and Series 63Effective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementProduct RecommendationsDocumentation PracticesIssue ResolutionCustomer Needs Assessment

Soft Skills

EmpathyBuilding TrustClear CommunicationProactive OutreachRelationship Building

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

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

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 deliver tailored banking and credit strategies
Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking professionals
Set expectations and take ownership of converting 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, timely escalation, and policy and regulatory adherence
Open accounts, handle service requests, and provide everyday banking products and services
Serve as a primary contact for customers across segments, including affluent customers
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing licensing and SAFE requirements

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 relationships through proactive outreach and strong internal partnerships
Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through
Experience assessing needs and recommending products and services for consumer and business customers
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
1+ year of financial services experience is desired
FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents sufficient for immediate FINRA registration are desired
State Insurance license(s) are desired
FINRA Series 6, Series 63 or equivalents, and State Insurance license(s) must be active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period for applicable states, including Texas
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards must be met
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Community investment recognition
Ongoing coaching
Branch Network Licensed Banker program for employees hired into the Relationship Banker LP role who are not fully licensed
Equal opportunity employment
Medical accommodation support during the application or interview process