Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Multiple locations including Levittown, Bensalem, Fairless Hills, Langhorne, Morrisville, Newtown, Richboro, Southampton, Yardley

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

Relationship Banker position in Wells Fargo's National Branch Network, part of Consumer, Small & Business Banking division. Responsible for building customer relationships, offering full range of banking products, and providing excellent customer service.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze tactical business challenges for emerging affluent and high-value customers
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 and connect customers
Partner with financial advisors for investment or retirement needs
Provide self-service digital banking options to customers

Requirements:

2+ years of customer service experience
1+ year of assessing and meeting customer needs or issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Successfully completed FINRA Series 6 and Series 63 examinations (or equivalents)
State Insurance license(s)
Customer service focus with multi-system transaction experience
Proficient in sourcing, acquiring, building, and maintaining customer 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
Ability to follow policies, procedures, and regulations
High motivation to meet team objectives
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products
Business acumen for financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on mobile banking technology
Ability to interact with integrity and professionalism

Nice to have:

Experience using business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Experience mentoring and peer-coaching

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Recognition for authentic self
Empowerment for growth

Additional Information:

Job Posted:
August 19, 2025

Expiration:
September 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Relationship Banker