Relationship Banker

Wells Fargo

. Acquire, manage, and grow consumer and business customer relationships .

Posted 11/9/2026full-timeChristiansburg • Virginia • United StatesJuniorMid-Level💰 $24 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, tailored banking strategies, and compliance with financial regulations. Proficient in assessing customer needs and driving growth across deposits, lending, and investments.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Needs AssessmentDigital Banking Adoption

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionBuilding RelationshipsFinancial Services KnowledgeProduct RecommendationsLoan Originator ComplianceSAFE RegistrationDocumentation MaintenanceAccount Inquiry ResolutionWarm Introductions Coordination

Soft Skills

Collaborative WorkSound JudgmentEffective CommunicationProblem SolvingCustomer Education

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

Securities Industry Essentials (SIE)State Insurance LicenseFINRA Series 65

Industry Keywords

Consumer BankingBusiness BankingWealth ManagementDepositsLendingInvestmentsFinancial Fitness StandardsCriminal Background StandardsLO/CFPB RequirementsBook of Business Management

About the role

Key responsibilities & impact

Acquire, manage, and grow consumer and business customer relationships
Lead discovery-driven conversations to understand goals and deliver 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
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
Work collaboratively in a branch environment to meet customer needs through appropriate referrals
Complete licensing and SAFE requirements; transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) upon successful completion

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) must be 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 Virginia and listed states
State Insurance license(s) must be 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
Credit report may be reviewed and additional ongoing screening may apply
Not eligible for visa sponsorship
Desired: experience in financial services, customer relationship development, book of business management, needs assessment, product recommendations, digital banking adoption, and FINRA Series 6 and Series 63 completion

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available