Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Chapel Hill ▼
Graham
Mebane

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Relationship Banker for the National Branch Network. This role involves building customer relationships, assessing financial needs, offering banking products and services, and providing excellent customer service while maintaining compliance with regulatory requirements.

Job Responsibility:

Build relationships with customers and understand their needs
Identify opportunities for Wells Fargo retail banking deposit and credit products
Analyze business challenges for emerging affluent and high-value customers
Present recommendations for resolving customer inquiries and service requests
Open and service accounts within authorized limits
Create follow-up plans and scheduled customer contacts
Provide information to enhance customer experience
Identify opportunities to leverage partners and connect customers
Partner with financial advisors for investment/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 recognized equivalents)
State Insurance license(s)
Customer service focus with multi-system transaction experience
Proactive relationship building skills
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 with team and individual performance focus
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
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 with small business customers
Investment or retirement product knowledge
Digital banking expertise
Financial advisory partnership experience

What we offer:

Robust benefits
Competitive compensation
Work-life balance programs
Community investment rewards
Authentic self celebration
Career growth opportunities

Additional Information:

Job Posted:
September 01, 2025

Expiration:
September 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker