Relationship Banker

Wells Fargo

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

Posted 11/12/2026full-timeMiami • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and risk management. Proficient in assessing customer needs and promoting digital banking adoption while maintaining effective communication and trust.

Highest-signal resume keywords

Customer Relationship ManagementRisk ManagementFINRA Series 6FINRA Series 63State Insurance License

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account OpeningService Request HandlingDeposits ManagementLending StrategiesInvestment SolutionsNeeds AssessmentProduct RecommendationPlanning-Conversation DocumentationFollow-Through PracticesDigital Banking Education

Soft Skills

Effective CommunicationEmpathyBuilding TrustProactive OutreachRelationship Building

Certifications & Qualifications

FINRA Series 6FINRA Series 63SIE ExamFINRA Series 65State Insurance License

Industry Keywords

Consumer BankingBusiness BankingWealth ManagementLoan Originator RequirementsCompliance 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
Deliver tailored banking and credit strategies across deposits, lending, and investments
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking
Set expectations and take ownership of converting 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 compliance
Open accounts, handle service requests, and provide everyday banking products and services
Serve as the primary point of contact for customers through appointments, lobby engagement, and proactive outreach
Partner with branch colleagues to meet customer needs through appropriate referrals

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 relationships through proactive outreach
Knowledge of book of business management practices, planning-conversation documentation, and follow-through across deposits, lending, and investments
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
FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient to qualify for immediate FINRA registration
State Insurance license(s)
FINRA Series 6, Series 63 or recognized equivalents, and State Insurance license(s) must be active or completed within a designated timeframe
SIE exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period for designated 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
This position is not eligible for Visa sponsorship
Ability to work a schedule that will include most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Ongoing coaching
Equal opportunity employment
Medical accommodation support during recruitment or interviews
Drug-free workplace