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Relationship Banker
Wells Fargo. Acquire, manage, and grow a portfolio of consumer and business customer relationships .
Posted 9/18/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $27 - $41 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer relationships and delivering tailored banking solutions while adhering to regulatory requirements. Proficient in assessing customer needs, driving growth in deposits and lending, and maintaining compliance with FINRA licensing standards.
Highest-signal resume keywords
Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)SAFE Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Service ExperienceIssue ResolutionFinancial Services KnowledgeProduct RecommendationRisk ManagementDocumentation AccuracyRegulatory AdherenceLoan Originator CompliancePortfolio ManagementSales Conversion
Soft Skills
Effective CommunicationCollaborative TeamworkRelationship BuildingProblem SolvingCustomer Education
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Tools
Certifications & Qualifications
State Insurance LicenseFINRA Series 65
Industry Keywords
Consumer BankingBusiness BankingDepositsLendingInvestmentsWealth ManagementCompliance StandardsFinancial FitnessCriminal Background StandardsLoan Originator/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 balanced growth across deposits, lending, and investments
- Coordinate warm introductions and integrated solutions 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, timely escalation, and policy and regulatory adherence
- Complete licensing and SAFE requirements, transitioning from the temporary Relationship Banker LP role to Relationship Banker (SAFE) upon successful completion
- Work collaboratively in a branch environment and provide ongoing customer 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 the needs of customers or helping with issue resolution
- 1+ year of building and maintaining effective relationships with customers and partners
- Ability to work a schedule that will include 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
- State Insurance license(s) required to be active or completed within a designated timeframe
- FINRA Series 65 or equivalent required within a specified period in designated 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
- Credit report may be reviewed and additional ongoing screening may apply
- Not eligible for visa sponsorship
- Desired: financial services experience, customer and business banking knowledge, product recommendation experience, and FINRA Series 6/63 completion
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