Relationship Banker

Wells Fargo

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

Posted 10/22/2026full-timePearland • Texas • United StatesJuniorMid-LevelWebsite

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 retention through effective communication and service excellence.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 and Series 63Securities Industry Essentials (SIE)State Insurance LicenseIssue Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceAccount OpeningBanking ActivitiesRisk ManagementDocumentation Accuracy

Soft Skills

Effective CommunicationRelationship BuildingProblem SolvingProactive OutreachTeam Coordination

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

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
Drive retention and 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 to promote digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence
Serve as the primary point of contact for everyday banking needs through appointments, lobby engagement, and proactive outreach
Open accounts and handle everyday banking activities

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 including 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 qualifications earned after September 30, 2018
FINRA Series 65, or equivalent, required within a specified period in Texas and other listed states
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
LO/CFPB requirements for Loan Originators
Compliance with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
No visa sponsorship available

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Ongoing coaching
Career growth opportunities
Equal opportunity employment
Disability accommodations during recruitment
Drug-free workplace