Relationship Banker

Jobtailor; Fort Worth (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

Wells Fargo is hiring a Relationship Banker via a temporary LP transition to Relationship Banker (SAFE) in a Texas market. You will cultivate consumer and business banking relationships, conduct discovery conversations to tailor strategies, and drive growth across deposits, lending, and investments.

You will lead with client education on digital tools, coordinate with Wealth and Lending partners, and ensure compliance and documentation standards throughout the process.

Qualifications

• : 2+ years of customer service experience or equivalent

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
• Increase retention and drive balanced growth across deposits, lending, and investments
• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
• Convert qualified opportunities into closed outcomes and take ownership of follow-through
• 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 set follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy adherence
• Complete licensing and SAFE requirements as part of the temporary Relationship Banker LP transition to Relationship Banker (SAFE)

Skills

Customer Service

Needs Assessment

Relationship Building

Proactive Outreach

Product Recommendation

Portfolio Management

Documentation

Digital Banking Education

Issue Resolution

Compliance Adherence

Education

FINRA Series 6

FINRA Series 63

SIE (Securities Industry Essentials)

State Insurance License

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


• Increase retention and drive balanced growth across deposits, lending, and investments


• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners


• Convert qualified opportunities into closed outcomes and take personal ownership of follow-through


• 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 set follow-up plans


• Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy and regulatory adherence


• Complete licensing and SAFE requirements as part of the temporary Relationship Banker LP transition to Relationship Banker (SAFE)

Requirements

• 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education


• 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


• Proven ability to source, acquire, and deepen customer 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 (desired)


• FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration (desired; required active or completed within designated timeframe)


• Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018


• State Insurance license(s) required, active or completed within a designated timeframe


• FINRA Series 65 or equivalent required to be attempted within a specified period in applicable states, including Texas


• Required FINRA licenses must be obtained and maintained for continued employment


• Enhanced financial fitness and criminal background standards


• SAFE registration required at employment


• Loan Originators must meet LO/CFPB requirements and Wells Fargo policies


• Ability to work a schedule including most Saturdays


• Not eligible for visa sponsorship

Core Competencies

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and regulatory adherence. Proficient in financial services, customer service, and effective communication to drive customer satisfaction and retention.

Highest-signal resume keywords

• Customer Relationship Management


• Financial Services Experience


• FINRA Series 6 and Series 63


• Effective Communication


• Risk Management

ATS Optimization Keywords

Hard Skills

• Customer Service


• Needs Assessment


• Product Recommendation


• Portfolio Management


• Documentation


• Follow-Through


• Digital Banking Education


• Issue Resolution


• Sales Strategy


• Compliance Adherence

Soft Skills

• Empathetic Listening


• Building Trust


• Clear Communication


• Relationship Building


• Proactive Outreach

Certifications & Qualifications

• FINRA Series 6


• FINRA Series 63


• Securities Industry Essentials (SIE)


• State Insurance License


• FINRA Series 65

Industry Keywords

• Consumer Banking


• Business Banking


• Lending


• Investments


• Risk Excellence


• SAFE Registration


• Loan Originator Requirements


• Financial Fitness Standards

Tools & Technologies

• Mobile Banking Solutions


• Self-Service Banking Tools