Relationship Banker

Wells Fargo

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

Posted 10/16/2026full-timeCedar Park • Texas • 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, tailored banking strategies, and compliance with financial regulations. Proficient in delivering exceptional customer service and fostering loyalty through consultative approaches and effective communication.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseSecurities Industry Essentials (SIE)State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionAccount ManagementRisk ManagementFinancial Strategy Development

Soft Skills

Effective CommunicationRelationship BuildingProactive OutreachCollaborative TeamworkConsultative Discovery

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

FINRA Series 65 LicenseSAFE Registration

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsCompliance 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 provide tailored banking and credit strategies
Drive balanced growth across deposits, lending, and investments
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
Convert 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 establish follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, issue escalation, and policy adherence
Open accounts, handle service requests, and provide everyday banking support
Build customer credibility and loyalty through consultative discovery and proactive outreach
Deliver a seamless customer experience in a collaborative branch environment

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 in Texas and 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
LO/CFPB requirements for Loan Originators
Compliance with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
Position is not eligible for visa sponsorship
Must directly represent own experiences during recruiting and hiring

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Ongoing coaching
Opportunities for career growth and professional development
Collaborative branch environment
Equal opportunity employment
Medical accommodation support during recruitment/interview
Drug-free workplace