Relationship Banker

Wells Fargo

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

Posted 9/15/2026full-timeGraham • North Carolina • 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 assessing customer needs and promoting digital banking adoption while maintaining regulatory standards.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63State Insurance LicenseBook of Business Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionDeposits ManagementLending ManagementInvestment ManagementDocumentation PracticesFinancial Product RecommendationsRisk ManagementDigital Banking SolutionsProactive Outreach

Soft Skills

Effective CommunicationEmpathyBuilding TrustListening SkillsRelationship Building

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseSIE ExamFINRA Series 65

Industry Keywords

Consumer BankingBusiness BankingLoan OriginatorCompliance StandardsFinancial Fitness

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 balanced growth across deposits, lending, and investments
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
Set clear 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 set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations
Open accounts, handle service requests, and deliver seamless everyday banking support

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 internal partnerships
Knowledge of book of business management practices, documentation of planning conversations, and follow-through across deposits, lending, and investments
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
FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration
State Insurance license(s)
FINRA Series 6, Series 63, or recognized equivalents, and State Insurance license(s) must be active or completed within a designated timeframe
SIE exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65, or equivalent, required within a specified period for North Carolina and listed states
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo policies for Loan Originators
This position is not eligible for Visa sponsorship
Ability to work a schedule that will include most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Community investment recognition
Ongoing coaching
Potential transition from Relationship Banker LP to Relationship Banker (SAFE) after completing licensing and SAFE requirements