Relationship Banker

Wells Fargo

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

Posted 9/23/2026full-timeYork • Pennsylvania • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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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 recommending appropriate financial products and services.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6 LicenseFINRA Series 63 LicenseSecurities Industry Essentials (SIE) Exam

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceNeeds AssessmentProduct RecommendationPortfolio ManagementDocumentation Skills

Soft Skills

Effective CommunicationEmpathyTrust BuildingCollaboration

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 65 LicenseState Insurance LicenseSAFE Registration

Industry Keywords

BankingLendingInvestmentsComplianceRisk Management

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 teams
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
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 compliance
Work in a collaborative branch environment as a primary point of contact for everyday banking needs

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, planning-conversation documentation, and follow-through
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 desired
FINRA Series 6 and Series 63 examinations or recognized equivalents required, 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 applicable states
State Insurance license(s) required, 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 time of employment
Loan Originators must meet LO/CFPB requirements
Ability to work a schedule including most Saturdays
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community involvement recognition
Ongoing coaching
Career growth opportunities
Equal opportunity employment
Medical accommodation support during recruitment/interview
Drug-free workplace