Relationship Banker

Wells Fargo

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

Posted 10/1/2026full-timeArcadia • California • United StatesJuniorMid-Level💰 $27 - $41 per hourWebsite

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 standards. Proficient in assessing customer needs, promoting digital banking adoption, and driving growth across various financial products.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63State Insurance LicenseFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceIssue ResolutionFinancial Product KnowledgeAccount ManagementRisk ManagementSales StrategyDigital Banking SolutionsPortfolio ManagementNeeds AssessmentFollow-Up Planning

Soft Skills

Empathetic CommunicationRelationship BuildingTrust BuildingActive ListeningCollaboration

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)FINRA Series 65State Insurance License

Industry Keywords

BankingConsumer FinanceBusiness BankingWealth ManagementLendingDepositsInvestmentsRegulatory ComplianceLoan OriginatorBranch Network

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 balanced growth across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking professionals 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, timely escalation, and policy and regulatory adherence
Support everyday banking activities including opening accounts and handling service requests
Participate in the Branch Network Licensed Banker program if hired into the Relationship Banker LP role

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) required and 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) required within a specified period for listed states where hired
State Insurance license(s) required
Obtaining and maintaining required FINRA licenses is necessary 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
Credit report may be reviewed and additional ongoing screening may apply
This position is not eligible for Visa sponsorship
1+ year of financial services experience is a desired qualification
Successfully completed FINRA Series 6 and Series 63 examinations and State Insurance license(s) are desired qualifications
Proven ability to source, acquire, and deepen relationships through proactive outreach
Knowledge of book of business management, planning conversation documentation, and follow-through
Experience assessing needs and recommending products and services for consumer and business customers
Ability to communicate clearly, listen with empathy, and build credibility and trust

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