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Relationship Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Crofton

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

29.00 - 41.00 USD / Hour

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 banking products and services, and providing full-service banking experience to customers.

Job Responsibility:

  • Participate in building relationships with customers
  • Identify opportunities for offering Wells Fargo retail banking products
  • Analyze business challenges for emerging affluent customers
  • Present recommendations for resolving inquiries
  • Open and service accounts within authorized limits
  • Provide information 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 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

Nice to have:

  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building relationships
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge of book of business processes
  • Ability to be proactive, innovative, and creative
  • 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 digital banking options
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
August 22, 2025

Expiration:
September 17, 2025

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