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Relationship Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Burnsville

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Relationship Banker for the Consumer, Small & Business Banking division. The role includes building relationships with customers, providing information on financial products, and ensuring customer banking needs are met while adhering to regulatory compliance requirements.

Job Responsibility:

  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager
  • Partner with financial advisors
  • Provide self-service digital banking options to customers

Requirements:

  • 2+ years of customer service experience or equivalent demonstrated through work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution
  • 1+ year of building and maintaining effective relationships with customers and partners

Nice to have:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations
  • State Insurance license(s)
  • Knowledge and understanding of book of business processes
  • Experience mentoring and peer-coaching
  • Knowledge and understanding of financial services consumer lending products
What we offer:
  • Robust benefits
  • Competitive compensation
  • Programs designed to help you find work-life balance and well-being
  • Recognition programs for employees

Additional Information:

Job Posted:
August 29, 2025

Expiration:
September 27, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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