Relationship Banker

Wells Fargo

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

Posted 9/16/2026full-timeAlbuquerque • New Mexico • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and delivering tailored banking solutions while adhering to regulatory standards. Proficient in financial services, with a strong focus on customer needs assessment and relationship building.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6FINRA Series 63SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceNeeds AssessmentProduct RecommendationPortfolio ManagementDocumentationIssue ResolutionProactive OutreachPlanning-Conversation DocumentationRisk ManagementLoan Originator Compliance

Soft Skills

Effective CommunicationEmpathyTrust BuildingCollaborationProblem Solving

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

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

Industry Keywords

Consumer BankingBusiness BankingDigital AdoptionAccount InquiriesRegulatory AdherenceCriminal Background StandardsLO/CFPB Requirements

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
Set expectations and take ownership of converting qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking to champion 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 policy/regulatory adherence
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after licensing and SAFE requirements are completed
Work collaboratively in a branch environment and make appropriate referrals

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
Proven ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships
Knowledge of book of business management, planning-conversation documentation, and 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 recognized equivalents sufficient for immediate FINRA registration are desired
State Insurance license(s) are desired
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 qualifications earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period for New Mexico and listed 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
Ability to work a schedule that includes most Saturdays
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Ongoing coaching
Equal opportunity employment
Medical accommodations during recruitment or interviews
Drug-free workplace