Relationship Banker

Wells Fargo

. Acquire, manage, and grow consumer and business customer relationships .

Posted 11/9/2026full-timeCharlottesville • Virginia • United StatesJuniorMid-Level💰 $27 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer relationship management, delivering tailored banking solutions, and adhering to regulatory requirements. Proficient in assessing customer needs and resolving inquiries while maintaining accurate documentation and compliance.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseSecurities Industry Essentials (SIE)SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionFinancial Services KnowledgeProduct RecommendationDigital Banking Knowledge

Soft Skills

Effective Relationship BuildingProactive CommunicationSound Judgment

Certifications & Qualifications

State Insurance LicenseFINRA Series 65 License

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsSelf-Service Banking

About the role

Key responsibilities & impact

Acquire, manage, and grow consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals
Deliver tailored banking and credit strategies across deposits, lending, and investments
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
Educate customers on self-service and mobile banking options
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
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 work a schedule that includes most Saturdays
FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents, 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 Virginia and other listed states
State Insurance license(s), active or completed within a designated timeframe
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Enhanced financial fitness and criminal background standards
No visa sponsorship available
Desired: financial services experience, product and service recommendation experience, book of business management, proactive relationship development, digital banking knowledge, and FINRA registration eligibility

Benefits

Comp & perks

Robust benefits
Work-life balance and well-being programs
Ongoing coaching
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