Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Franklin

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

Wells Fargo is seeking a Relationship Banker for its National Branch Network. The role involves building strong customer relationships, offering tailored banking products, and analyzing customer needs. Licensing requirements are necessary, and adherence to compliance and regulatory standards is expected.

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
Present recommendations for resolving inquiries and service requests regarding customers' accounts
Open and service accounts within authorized limits
Create plans for follow-up and scheduled contacts with customers
Identify and connect customers with the appropriate partner or relationship manager
Partner with financial advisors to understand appropriate introductions to address customers' needs
Provide self-service digital banking options to customers.

Requirements:

2+ years of customer service experience
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
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations
State Insurance license(s)
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees.

Nice to have:

Experience mentoring and peer-coaching
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Ability to make client calls and actively participate in the sales development process
Knowledge and understanding of financial services consumer lending products.

What we offer:

Robust benefits
Competitive compensation
Programs designed for work-life balance and well-being
Recognition as a leading workplace for career growth.

Additional Information:

Job Posted:
August 08, 2025

Expiration:
August 28, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Relationship Banker