Relationship Banker

Wells Fargo

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

Posted 10/6/2026full-timeDallas • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and regulatory standards. Proficient in financial services, including consumer banking, home lending, and investments, while driving digital adoption and customer engagement.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6 and Series 63SAFE RegistrationIssue Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceNeeds AssessmentProduct RecommendationPortfolio ManagementDocumentationDigital BankingProactive OutreachFollow-ThroughAccount Inquiry ResolutionCompliance Adherence

Soft Skills

Effective CommunicationRelationship BuildingProblem SolvingTeam CollaborationJudgment

Certifications & Qualifications

State Insurance LicenseSecurities Industry Essentials (SIE)

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFINRA LicensingLO/CFPB RequirementsWells Fargo Policies

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 teams
Convert qualified opportunities into 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
Ensure accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after licensing and SAFE requirements are completed

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 source, acquire, and deepen customer relationships through proactive outreach
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
1+ year of financial services experience in consumer, home lending, business banking, or investments
FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
Ability to work a schedule including most Saturdays
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
For Texas hires, FINRA Series 65 or equivalent examination must be attempted within a specified period
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at time of employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo policies
Not eligible for visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Ongoing coaching
Career growth opportunities
Equal opportunity employment
Disability accommodations during recruitment
Drug-free workplace