Relationship Banker

Wells Fargo

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

Posted 9/30/2026full-timeSan Dimas • California • 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 managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and regulatory standards. Proficient in driving digital adoption and resolving customer inquiries effectively.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance License

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Customer ServiceIssue ResolutionFinancial Services ExperienceAccount ManagementDigital Banking Solutions

Soft Skills

Effective CommunicationRelationship BuildingProblem Solving

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Tools

Certifications & Qualifications

FINRA Series 65SAFE Registration

Industry Keywords

BankingLendingInvestmentsComplianceFinancial Responsibility

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
Take ownership of qualified opportunities through closed outcomes
Educate customers on self-service and mobile banking options to drive digital adoption
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
Support customers with account opening, service requests, and everyday banking needs

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, required to be 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 in applicable states
State Insurance license(s) required to be active or completed within a designated timeframe
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
Must be able to comply with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
1+ year of financial services experience is a desired qualification
Successfully completed FINRA Series 6 and Series 63 examinations is a desired qualification
State Insurance license(s) is a desired qualification
No visa sponsorship

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