Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Venice

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Relationship Banker for Wells Fargo's National Branch Network, part of Consumer, Small & Business Banking division. Responsible for building customer relationships, offering banking products and services, analyzing business challenges, and providing financial consultation to meet customer needs.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering full range of Wells Fargo retail banking 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
Provide information to internal partners and external sources
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 helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Ability to work a schedule that may include most Saturdays
FINRA Series 6 and Series 63 examinations (or equivalents)
State Insurance license(s)
Current registration for FINRA Series 6 and Series 63 (or must be completed within specified period)
For certain states: FINRA Series 65 (or equivalent) examination
SAFE registration at time of employment
Meet Consumer Financial Protection Bureau qualification requirements
Compliance with credit and background standards

Nice to have:

Successfully completed FINRA Series 6 and Series 63 examinations
Customer service focus with multi-system transaction experience
Proactive sourcing and relationship building skills
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to be proactive, innovative, and creative
Experience making client calls and sales development
Knowledge of retail compliance controls and risk management
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

What we offer:

Robust benefits
Competitive compensation
Programs for work-life balance and well-being
Community investment rewards
Recognition for authenticity
Career growth opportunities

Additional Information:

Job Posted:
September 17, 2025

Expiration:
September 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker