Relationship Banker

Wells Fargo

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

Posted 9/15/2026full-timeBoca Raton • Florida • 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 assessing customer needs and providing consultative advice to enhance customer loyalty and satisfaction.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6 LicenseFINRA Series 63 LicenseState Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceNeeds AssessmentProduct RecommendationAccount ManagementDocumentation Practices

Soft Skills

Effective CommunicationRelationship BuildingProblem SolvingProactive OutreachConsultative Advice

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

Securities Industry Essentials (SIE) ExamSAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsLoan-Originator Compliance

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
Deliver tailored banking and credit strategies across deposits, lending, and investments
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, escalation, and policy adherence
Open accounts and handle everyday banking activities
Serve as the primary contact for banking needs through appointments, lobby engagement, and proactive outreach
Build customer credibility and loyalty through discovery conversations and consultative advice

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
Knowledge of book of business management practices and planning conversation documentation
Experience assessing needs and recommending products and services for consumer and business customers
1+ year of financial services experience in consumer, home lending, business banking, or investments
FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
FINRA licenses must be active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
SAFE registration required at the time of employment
Ability to work a schedule including most Saturdays
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo policies for loan-originator compliance
Obtaining and maintaining required FINRA licenses is necessary for continued employment
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Ongoing coaching
Collaborative branch environment
Opportunities for career growth
Wells Fargo benefits and programs supporting life and work
Equal opportunity employment
Disability accommodations during recruitment
Drug-free workplace