Relationship Banker

Wells Fargo

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

Posted 10/30/2026full-timeChandler • Arizona • United StatesJuniorMid-LevelWebsite

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, with a strong focus on risk management and compliance. Proven ability to assess customer needs and recommend appropriate financial products while maintaining effective communication and trust.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6 LicenseFINRA Series 63 LicenseState Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementNeeds AssessmentProduct RecommendationIssue ResolutionDocumentationRisk ManagementSelf-Service Banking EducationAccount OpeningService Request HandlingProactive Outreach

Soft Skills

Effective CommunicationEmpathyBuilding TrustListening SkillsRelationship Building

Certifications & Qualifications

Securities Industry Essentials (SIE) ExamSAFE Registration

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsCompliance StandardsLoan Originator RequirementsFinancial Fitness 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
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
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy adherence
Support everyday banking activities, including opening accounts and handling service requests

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 and internal partnerships
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
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
1+ year of financial services experience
FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
Securities Industry Essentials (SIE) exam for FINRA qualifications earned after September 30, 2018
Required FINRA licenses must be active or completed within a designated timeframe and maintained for continued employment
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements and Wells Fargo standards
Ability to work a schedule that includes most Saturdays
Not eligible for visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Ongoing coaching
Community investment recognition
Career growth opportunities
Equal opportunity employment
Medical accommodation support during recruitment
Drug-free workplace