Relationship Banker

Wells Fargo

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

Posted 10/30/2026full-timeLake Oswego • Oregon • 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 while adhering to regulatory standards. Proficient in assessing customer needs, resolving inquiries, and driving growth across various banking products.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningIssue ResolutionRisk ManagementDocumentationFinancial Strategy

Soft Skills

CommunicationProactive OutreachJudgmentCustomer CredibilityCollaboration

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 65State Insurance LicenseSAFE Registration

Industry Keywords

Consumer BankingBusiness BankingLendingDepositsInvestments

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 set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence
Open accounts, handle service requests, and deliver a seamless banking experience
Build customer credibility and loyalty through discovery conversations and proactive outreach

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 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 in listed states
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
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
No Visa sponsorship available

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 application/interview process
Drug-free workplace