Relationship Banker

Wells Fargo

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

Posted 11/9/2026full-timeLas Vegas • Nevada • United StatesJuniorMid-Level💰 $24 - $35 per hourWebsite

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 while adhering to regulatory standards. Proficient in financial services, with a strong focus on customer retention and digital banking adoption.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseSecurities Industry Essentials (SIE)SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionFinancial Services KnowledgeAccount ManagementBanking Operations

Soft Skills

Clear CommunicationEmpathetic ListeningTrust-BuildingCollaborationProblem-Solving

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Tools

Certifications & Qualifications

State Insurance LicenseFINRA Series 65 License

Industry Keywords

Consumer BankingBusiness BankingDepositsLendingInvestments

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
Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
Coordinate warm introductions, set expectations, and take ownership of converting 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 issue escalation, and adherence to policies and regulations
Support everyday banking activities including opening accounts and handling service requests
Work collaboratively in a branch environment and meet customer needs through appropriate referrals
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after successful licensing and SAFE requirements

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 examinations or FINRA-recognized equivalents, 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), active or completed within a designated timeframe
FINRA Series 65 or equivalent examination required for specified 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 standards related to financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship
Desired: experience sourcing, acquiring, and deepening customer relationships
Desired: knowledge of book of business management, planning conversation documentation, and follow-through
Desired: experience assessing needs and recommending products and services
Desired: clear and confident communication, empathetic listening, and trust-building
Desired: 1+ year of financial services experience
Desired: completed FINRA Series 6 and Series 63 examinations sufficient for immediate FINRA registration

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