Relationship Banker

Wells Fargo

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

Posted 10/2/2026full-timeBradenton • Florida • 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 adherence. Proficient in educating customers on self-service banking options and driving growth across deposits, lending, and investments.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6 and Series 63Self-Service Banking EducationProactive Outreach

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceIssue ResolutionBook of Business ManagementPlanning Conversation DocumentationProduct and Service RecommendationsRisk ManagementDocumentation AccuracyFollow-Up PlanningLoan Originator ComplianceMobile Banking Knowledge

Soft Skills

Empathetic ListeningClear CommunicationBuilding TrustCollaborationRelationship Building

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseSecurities Industry Essentials (SIE)FINRA Series 65

Industry Keywords

Consumer BankingBusiness BankingWealth ManagementDepositsLendingInvestmentsRegulatory ComplianceSAFE RegistrationFinancial Responsibility StandardsCriminal Background Standards

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 convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, issue escalation, and policy and regulatory adherence
Work in a collaborative branch environment and support customers through scheduled appointments, lobby engagement, and proactive outreach
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing 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 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 practices, planning conversation documentation, and follow-through
Experience assessing needs and recommending products and services for consumer and business customers
Ability to educate customers on self-service and mobile banking options
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
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
FINRA Series 6, Series 63 or recognized equivalents, and State Insurance license(s) must be 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 within a specified period in designated 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
Must meet financial responsibility, character, fitness, and criminal background standards
Position is not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Ongoing coaching
Equal opportunity employment
Medical accommodation support during recruitment or interview
Drug-free workplace