Relationship Banker

Wells Fargo

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

Posted 11/10/2026full-timeEgg Harbor Township • New Jersey • United StatesJuniorMid-Level💰 $25 - $38 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, tailored banking strategies, and compliance with financial regulations. Proficient in driving customer engagement and retention through effective communication and collaboration with financial professionals.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingFINRA Series 6FINRA Series 63SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Needs AssessmentIssue ResolutionDigital Banking EducationAccount Inquiry ResolutionDocumentation Accuracy

Soft Skills

Collaborative WorkEffective CommunicationSound Judgment

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Tools

Certifications & Qualifications

Securities Industry Essentials (SIE)State Insurance LicenseFINRA Series 65

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 deliver tailored banking and credit strategies
Drive retention and balanced growth across deposits, lending, and investments
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking professionals
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 set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations
Work collaboratively in a branch environment
Complete licensing and SAFE requirements; transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) upon successful completion

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, 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
State Insurance license(s), active or completed within a designated timeframe
FINRA Series 65 or equivalent required 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 and Wells Fargo policies
This position is not eligible for Visa sponsorship
Credit report may be reviewed and additional ongoing screening may apply

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
Ongoing coaching