Relationship Banker

Wells Fargo

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and delivering tailored banking strategies while adhering to regulatory requirements. Proficient in educating customers on digital banking options and resolving inquiries effectively.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionRelationship BuildingFinancial Strategy DevelopmentRisk ManagementDocumentation AccuracyRegulatory AdherenceLoan Originator ComplianceDigital Banking EducationPortfolio Management

Soft Skills

Effective CommunicationProblem SolvingOwnershipCollaborationCustomer Retention

Certifications & Qualifications

State Insurance LicenseFINRA Series 65

Industry Keywords

Consumer BankingBusiness BankingWealth ManagementLendingInvestmentsDigital AdoptionFinancial Fitness StandardsCriminal Background StandardsLO/CFPB RequirementsCredit Report Review

About the role

Key responsibilities & impact

Proactively 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
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking
Set clear expectations and take ownership of converting qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to promote 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 escalation, and policy/regulatory adherence
Complete licensing and SAFE requirements to transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE)

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) required, 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
State Insurance license(s) required, 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 time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Subject to credit report review and additional ongoing screening
Not eligible for visa sponsorship
Positions may not be available at all listed branch locations

Benefits

Comp & perks

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