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Relationship Banker
Wells Fargo. Acquire, manage, and grow a portfolio of consumer and business customer relationships .
Core Competencies
Role fitCore 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 regulatory standards. Proficient in assessing customer needs and recommending appropriate financial products and services.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Services ExperienceFINRA Series 6FINRA Series 63SAFE Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ServiceIssue ResolutionAccount ManagementProduct RecommendationDocumentation PracticesProactive OutreachBanking Products KnowledgeSelf-Service Banking EducationLoan Originator CompliancePlanning-Conversation Documentation
Soft Skills
Effective CommunicationEmpathyTrust BuildingRelationship BuildingJudgment
Certifications & Qualifications
State Insurance LicenseSIE Exam
Industry Keywords
Consumer BankingBusiness BankingDepositsLendingInvestmentsCompliance StandardsFinancial Fitness StandardsCriminal Background StandardsEnhanced Financial ResponsibilityWarm Introductions
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 colleagues
- 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
- Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
- Support customers with account opening, everyday banking activities, and banking products and services
- Complete licensing and SAFE requirements to transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE)
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 customer relationships through proactive outreach
- Knowledge of book of business management, planning-conversation documentation, and follow-through practices
- 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, sufficient for immediate FINRA registration, are desired
- State Insurance license(s) are desired
- FINRA Series 6, Series 63 or equivalents, and State Insurance license(s) must be active or completed within a designated timeframe
- SIE exam required for FINRA qualifications earned after September 30, 2018
- SAFE registration required at time of employment
- Loan Originators must meet LO/CFPB requirements
- Must meet enhanced financial fitness and criminal background standards
- Must meet financial responsibility, character, fitness, and criminal background standards
- Must be able to work a schedule including most Saturdays
- Not eligible for visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Community investment recognition
- Coaching and career growth opportunities