Relationship Banker

Wells Fargo

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

Posted 11/2/2026full-timeDavenport • 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. Proven ability to drive growth in deposits, lending, and investments while educating customers on digital banking options.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6FINRA Series 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceNeeds AssessmentProduct RecommendationPortfolio ManagementRisk ManagementDocumentation PracticesFollow-Through PracticesProactive OutreachIssue ResolutionDigital Banking Education

Soft Skills

CollaborationCommunicationRelationship BuildingProblem SolvingJudgment

Certifications & Qualifications

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

Industry Keywords

BankingConsumer BankingBusiness BankingWealth ManagementLendingInvestmentsComplianceRisk ExcellenceLoan OriginatorSAFE Registration

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
Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
Coordinate warm introductions and convert 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 establish follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy compliance
Work collaboratively in a branch environment to meet customer needs through 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
Knowledge of book of business management, planning-conversation documentation, and follow-through practices
Experience assessing needs and recommending products and services for consumer and business customers
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
Ability to work a schedule including most Saturdays
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 in certain 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
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Ongoing coaching
Community investment recognition
Career growth opportunities