Relationship Banker

Wells Fargo

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

Posted 9/29/2026full-timeAugusta • South Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer relationship management, delivering tailored banking solutions, and ensuring compliance with financial regulations. Proficient in assessing customer needs and converting opportunities into successful outcomes while maintaining high standards of service and documentation.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 and Series 63Securities Industry Essentials (SIE)State Insurance LicenseIssue Resolution

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Service ExperienceAccount ManagementBanking Products and ServicesRisk ManagementDocumentation and Follow-Up

Soft Skills

Effective CommunicationRelationship BuildingProblem SolvingCustomer EducationProactive Outreach

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Tools

Certifications & Qualifications

FINRA Series 65SAFE Registration

Industry Keywords

ComplianceFinancial ResponsibilityLoan Originator RequirementsCriminal Background StandardsWells 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
Deliver tailored banking and credit strategies 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, issue escalation, and policy compliance
Open accounts, handle service requests, and provide everyday banking products and services through appointments, lobby engagement, and proactive outreach
Build customer credibility and loyalty through discovery conversations and customized solutions

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, 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 for applicable states, including South Carolina
State Insurance license(s), active or completed within a designated timeframe
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
LO/CFPB requirements for Loan Originators
Compliance with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Position is not eligible for Visa sponsorship

Benefits

Comp & perks

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