Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Atlanta

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Relationship Banker position at Wells Fargo's National Branch Network, part of Consumer, Small & Business Banking division. Responsible for building customer relationships, offering banking products and services, and providing full-service banking experience to emerging affluent and high-value customers.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering full range of Wells Fargo retail banking products
Analyze business challenges related to full-service banking
Present recommendations for resolving inquiries and service requests
Open and service accounts within authorized limits
Provide information to internal partners to enhance customer experience
Identify opportunities to leverage partners
Partner with financial advisors for investment needs
Provide self-service digital banking options

Requirements:

2+ years of customer service experience
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
Successfully completed FINRA Series 6 and Series 63 examinations (or recognized equivalents)
State Insurance license(s)
Current registration for FINRA Series 6 and Series 63 (or recognized equivalents) or must be completed within specified period
For certain states, FINRA Series 65 (or equivalent) examination required
SAFE registration at time of employment
Ability to work a schedule that may include most Saturdays

Nice to have:

Customer service focus with experience handling transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to be proactive, innovative, and creative
Ability to make client calls and participate in sales development
Knowledge of retail compliance controls, risk management, and loss prevention
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Business acumen to provide financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on technology and mobile banking

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Recognition for authenticity
Career growth opportunities

Additional Information:

Job Posted:
August 28, 2025

Expiration:
September 01, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker