FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Relationship Banker
Wells Fargo. Acquire, manage, and grow a portfolio of consumer and business customer relationships .
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
- Promote self-service and mobile banking adoption
- Resolve account inquiries and service requests within authorized limits
- Document actions and establish follow-up plans
- Ensure accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations
- Complete licensing and SAFE requirements to transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE)
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) and State Insurance license(s), active or completed within a designated timeframe
- Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
- FINRA Series 65 (or equivalent) required to be attempted within a specified period for 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
- Ability to meet financial responsibility, character, fitness, and criminal background standards
- Position is not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Community investment recognition
- Coaching and professional growth opportunities