Relationship Banker

Wells Fargo

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and delivering tailored banking solutions while ensuring compliance with regulatory standards. Proficient in driving customer engagement through digital banking education and effective issue resolution.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 and 63Securities Industry Essentials (SIE)State Insurance LicensePortfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceIssue ResolutionAccount ManagementDigital Banking KnowledgeFinancial Product Recommendation

Soft Skills

Relationship BuildingEffective CommunicationProblem Solving

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Options

Certifications & Qualifications

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

Industry Keywords

Financial ServicesConsumer BankingBusiness BankingLendingDeposits

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 retention and balanced growth across deposits, lending, and investments
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking colleagues
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 establish follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations
Support customers with account opening, everyday banking activities, and appropriate referrals
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 includes most Saturdays
FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents, active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period in applicable states, including Virginia
State Insurance license(s), 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 and Wells Fargo policies
Credit report may be reviewed and additional ongoing screening may apply
Must not require visa sponsorship
Desired: financial services experience; relationship sourcing and portfolio management; consumer and business product recommendation; digital banking knowledge; FINRA Series 6 and 63 completion; State Insurance license(s)

Benefits

Comp & perks

Robust benefits and programs designed to support work-life balance and well-being
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