Relationship Banker

Wells Fargo

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

Posted 9/17/2026full-timeDallas • 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 adhering to regulatory requirements. Proficient in financial services, documentation practices, and proactive outreach to enhance customer engagement and retention.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6 and Series 63Proactive OutreachRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceNeeds AssessmentProduct RecommendationDocumentation PracticesAccount ManagementIssue ResolutionSelf-Service Banking EducationMobile Banking PromotionPortfolio ManagementCompliance Adherence

Soft Skills

Effective CommunicationEmpathyTrust BuildingRelationship BuildingListening Skills

Certifications & Qualifications

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

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsFinancial ResponsibilityCriminal Background StandardsLoan Originator RequirementsWells Fargo PoliciesCustomer RetentionDigital Adoption

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
Partner with Wealth, Home Lending, and Business Banking colleagues to deliver integrated solutions
Coordinate warm introductions, set expectations, and 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 set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, issue escalation, and policy and regulatory adherence
Complete licensing and SAFE requirements; transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) upon successful completion
Support customers through scheduled appointments, lobby engagement, proactive outreach, account opening, and service requests

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 source, acquire, and deepen customer relationships through proactive outreach
Knowledge of book of business management practices and documentation of planning conversations
Experience assessing needs and recommending products and services for consumer and business customers
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
1+ year of financial services experience is a desired qualification
FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
FINRA Series 6 and Series 63 or recognized equivalents must be 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 must be attempted within a specified period for the listed states, including Texas
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 regarding financial responsibility, character, fitness, and criminal background
Ability to work a schedule that includes most Saturdays
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Community investment recognition
Ongoing coaching
Full-time employment
Equal opportunity employment
Medical accommodation support during recruitment/interviews