Relationship Banker

Wells Fargo

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

Posted 10/5/2026full-timeSaint Paul • Minnesota • United StatesJuniorMid-Level💰 $29 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, financial services, and regulatory compliance, with a strong focus on delivering tailored banking solutions and driving digital adoption. Proven ability to build credibility and loyalty through effective communication and proactive outreach.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceIssue ResolutionAccount ManagementFinancial ServicesRisk Management

Soft Skills

CommunicationCollaborationProactive OutreachRelationship Building

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 65SAFE Registration

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsLoan Originator 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 partner with Wealth, Home Lending, and Business Banking
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options 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 adherence to policies and regulations
Support everyday banking activities, including opening accounts and handling service requests
Build customer credibility and loyalty through discovery conversations and proactive outreach
Collaborate 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 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), and State Insurance license(s), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after Sept. 30, 2018
FINRA Series 65 (or equivalent) required within a specified period of time for Minnesota and other listed states
Obtaining and maintaining required FINRA licenses is necessary for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
LO/CFPB requirements for Loan Originators
Must meet Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
Position is not eligible for Visa sponsorship
Desired: 1+ year of financial services experience
Desired: Successfully completed FINRA Series 6 and Series 63 examinations or recognized equivalents
Desired: State Insurance license(s)

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