Relationship Banker

Wells Fargo

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

Posted 10/8/2026full-timeJacksonville • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, regulatory compliance, and financial services, with a strong focus on tailored banking solutions and consultative sales strategies. Proficient in educating customers on digital banking options and maintaining risk excellence through accurate documentation and sound judgment.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63State Insurance LicenseNeeds Assessment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceAccount ManagementFinancial ServicesIssue ResolutionConsultative SellingRisk ManagementDocumentationDigital Banking EducationPortfolio ManagementSales Conversion

Soft Skills

Clear CommunicationEmpathetic ListeningRelationship BuildingProactive SourcingTeam Collaboration

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance License

Industry Keywords

Regulatory ComplianceConsumer BankingBusiness BankingLendingInvestmentsSelf-Service BankingWarm IntroductionsConsultative Relationship ManagementLoan Originator RequirementsFinancial Responsibility

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
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Maintain risk excellence through accurate documentation, sound judgment, timely escalation, and regulatory compliance
Open accounts, handle service requests, and provide everyday banking support
Build customer credibility and loyalty through consultative relationship management

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 examinations 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
State Insurance license(s), active or completed within a designated timeframe
FINRA Series 65 or equivalent required within a specified period in 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 concerning financial responsibility, character, fitness, and criminal background
No visa sponsorship available
Desired: proactive relationship sourcing and acquisition; book of business management; needs assessment and product recommendation; digital banking education; clear communication and empathetic listening; 1+ year of financial services experience; FINRA Series 6 and Series 63 completion; State Insurance license(s)

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 or interview
Drug-free workplace