Relationship Banker

Wells Fargo

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and delivering tailored banking solutions while ensuring compliance with regulatory standards. Proficient in driving customer engagement and digital adoption through effective communication and service excellence.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities 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 ManagementFinancial Strategy DevelopmentRisk Management

Soft Skills

Effective CommunicationRelationship BuildingProblem SolvingProactive OutreachTeam Collaboration

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Tools

Certifications & Qualifications

FINRA Series 65SAFE 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 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
Serve as the primary point of contact for everyday banking needs, products, and services through appointments, lobby engagement, and proactive outreach
Support account opening, service requests, and seamless customer banking experiences
Participate in the Branch Network Licensed Banker program if hired as Relationship Banker LP before licensing is completed

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, or FINRA-recognized equivalents, active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65, or equivalent, required within a specified period in applicable states including Virginia
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
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Not eligible for Visa sponsorship
Must comply with financial responsibility, character, fitness, and criminal background standards
Credit report may be reviewed and additional ongoing screening may apply

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