Relationship Banker

Wells Fargo

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

Posted 10/24/2026full-timeLynchburg • 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 driving customer retention and growth while educating clients on digital banking solutions.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingFINRA Series 6 LicenseFINRA Series 63 LicenseSecurities Industry Essentials (SIE)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Relationship ManagementIssue ResolutionFinancial Strategy DevelopmentDigital Banking EducationRisk Management

Soft Skills

Collaborative TeamworkEffective CommunicationProblem Solving

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Tools

Certifications & Qualifications

FINRA Series 65 LicenseState Insurance LicenseSAFE Registration

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsCompliance Standards

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
Drive retention and 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 to champion 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 issue escalation, and adherence to policies and regulations
Work in a collaborative branch environment to meet customer needs through appropriate referrals

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 the needs of customers or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Ability to work a schedule that will include most Saturdays
FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after Sept. 30, 2018
FINRA Series 65 (or equivalent) required within a specified period for Virginia and other listed states
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
This position is not eligible for Visa sponsorship

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