Relationship Banker

Jobtailor

Conroe (TX)

On-site

USD 42,000 - 64,000

Full time

3 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Wells Fargo in Conroe, TX seeks a proactive Relationship Banker to grow a customer portfolio and deliver tailored banking solutions. You will lead discovery conversations, educate customers on digital tools, and collaborate with Wealth, Home Lending, and Business Banking teams to meet diverse needs.

The role emphasizes risk-aware service, regulatory adherence, and building trust through effective communication.

Qualifications

2+ years in customer service or related work experience.
Experience assessing needs and recommending banking products.
Ability to build trust and credibility with customers and partners.
Willingness to complete licensing and FINRA registrations.
Ability to work Saturdays and comply with policy requirements.

Responsibilities

Acquire, manage, and grow a portfolio of consumer and business customer relationships.
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies.
Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions.
Coordinate warm introductions, set expectations, and convert qualified opportunities into closed outcomes.
Educate customers on self-service and mobile banking options to promote digital adoption.
Resolve account inquiries and service requests within authorized limits.
Document actions and establish follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence.
Support customers through scheduled appointments, lobby engagement, proactive outreach, account opening, and everyday banking activities.
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing licensing and SAFE requirements.

Skills

Customer Service

Relationship Building

Needs Assessment

Proactive Outreach

Account Opening

Digital Banking Education

Issue Resolution

Regulatory Adherence

Follow-Through

Communication

Education

FINRA Series 6

FINRA Series 63

State Insurance License

SIE Exam

FINRA Series 65

Job description

Acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
Coordinate warm introductions, set expectations, and convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to promote digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence
Support customers through scheduled appointments, lobby engagement, proactive outreach, account opening, and everyday banking activities
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing licensing and SAFE requirements

Requirements

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year assessing and meeting customer needs or helping with issue resolution
1+ year building and maintaining effective relationships with customers and partners
Ability to source, acquire, and deepen relationships through proactive outreach
Knowledge of book of business management, planning-conversation documentation, and follow-through
Experience assessing needs and recommending products and services for consumer and business customers
Clear and confident communication, empathetic listening, and ability to build credibility and trust
1+ year of financial services experience is desired
FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration are desired
State Insurance license(s) are desired
FINRA Series 6 and Series 63 or recognized equivalents and State Insurance license(s) must be active or completed within a designated timeframe
SIE exam required for FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period in Texas and listed states
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at time of employment
Must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Ability to work a schedule including most Saturdays
Not eligible for Visa sponsorship

Core Competencies

Demonstrates expertise in relationship management, customer service, and financial product recommendations, with a strong focus on compliance and regulatory adherence. Proven ability to educate customers on banking solutions and drive digital adoption while maintaining effective communication and trust.

Highest-signal resume keywords