Relationship Banker

Wells Fargo

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

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

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 while adhering to regulatory requirements. Proficient in driving growth across deposits, lending, and investments, with a strong focus on customer education and digital adoption.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State 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

Customer Service ExperienceIssue ResolutionRisk ManagementDocumentation AccuracyFinancial Fitness Standards

Soft Skills

Effective CommunicationRelationship BuildingProblem Solving

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

FINRA Series 65SAFE Registration

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsLoan Originator Requirements

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
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking professionals
Convert 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
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after licensing and SAFE requirements are 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 recognized equivalents) required and 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 Virginia and listed states
State Insurance license(s) required and active or completed within a designated timeframe
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at time of employment
Loan Originators must meet LO/CFPB requirements
Must meet enhanced financial fitness and criminal background standards
Not eligible for Visa sponsorship
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
Ongoing coaching
Branch Network Licensed Banker program for employees in the Relationship Banker LP role