Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Palatine ▼
Elmhurst
Westchester

Category:
Banking

Contract Type:
Employment contract

Salary:

25.00 - 38.00 USD / Hour

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Job Description:

Relationship Banker position in Wells Fargo's National Branch Network as part of the Consumer, Small & Business Banking division. Employees who are not fully licensed will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE) until licensing requirements are completed.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze tactical 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 and external sources
Identify opportunities to leverage partners and connect customers
Partner with financial advisors
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
FINRA Series 6 and Series 63 examinations (or equivalents)
State Insurance license(s)
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture

Nice to have:

Successfully completed FINRA Series 6 and Series 63 examinations
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
Knowledge and understanding of book of business processes
Ability to be proactive, innovative, and creative
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Experience using business acumen to provide financial services consultation
Knowledge and understanding of financial services consumer lending products
Ability to educate and connect customer to technology

What we offer:

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

Additional Information:

Job Posted:
September 12, 2025

Expiration:
September 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker