Relationship Banker

Wells Fargo

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

Posted 11/9/2026full-timeFredericksburg • Virginia • United StatesJuniorMid-Level💰 $32 - $41 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 educating customers on digital banking solutions and resolving service inquiries effectively.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseState Insurance LicenseFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionAccount OpeningBanking Products KnowledgePortfolio Management

Soft Skills

Relationship BuildingEffective CommunicationProblem SolvingOwnershipAdaptability

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

FINRA Series 65 LicenseSIE ExamSAFE Registration

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsRisk Management

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
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 professionals
Set clear expectations and take ownership of converting 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
Open accounts, handle service requests, and provide everyday banking products and services
Serve as the primary point of contact for customers across all segments, including affluent customers

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 will include most Saturdays
FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, required and active or completed within a designated timeframe
SIE exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period for Virginia and listed states
State Insurance license(s) required and active or completed within a designated timeframe
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Must meet enhanced financial fitness and criminal background standards
Credit report may be reviewed and additional ongoing screening may apply
Position is not eligible for Visa sponsorship
Desired: 1+ year of financial services experience
Desired: knowledge of book of business management, planning-conversation documentation, and follow-through
Desired: experience recommending products and services for consumer and business customers
Desired: successfully completed FINRA Series 6 and Series 63 examinations or recognized equivalents
Desired: State Insurance license(s)

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
Ongoing coaching
Branch Network Licensed Banker program for employees hired into the Relationship Banker LP role who are not fully licensed