Relationship Banker

Jobtailor

Lake Worth (TX)

On-site

USD 45,000 - 65,000

Full time

3 days ago

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Job summary

Wells Fargo is seeking a Relationship Banker to acquire, manage, and grow a portfolio of consumer and business banking customers. You will lead discovery conversations to tailor banking and credit solutions, drive retention, and coordinate with Wealth, Home Lending, and Business Banking teams to deliver integrated services.

The role emphasizes educating customers on self-service options, promoting digital adoption, and ensuring compliance and risk standards are met throughout all interactions.

Qualifications

Demonstrated ability to manage customer relationships and deliver tailored banking solutions.
Strong communication and interpersonal skills for client engagement and cross-functional collaboration.
Proactive outreach to educate customers and drive digital adoption.

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.
Drive retention and balanced growth across deposits, lending, and investments.

Skills

Customer Relationship Management

Effective Communication

Proactive Outreach

Tools

Mobile Banking

Digital Engagement

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
Drive retention and balanced growth across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
Coordinate warm introductions 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 adherence
Serve as the primary point of contact for everyday banking needs, products, and services through appointments, lobby engagement, and proactive outreach
Support customers' financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after successfully completing licensing and SAFE requirements

Requirements

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, 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 work a schedule that includes most Saturdays
FINRA Series 6 and Series 63, or FINRA-recognized equivalents, required to be active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65, or equivalent, required within a specified period for applicable states including Texas
State Insurance license(s) required to be active or completed within a designated timeframe
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Ability to meet applicable risk, compliance, policy, and regulatory requirements
This position is not eligible for Visa sponsorship
Desired: financial services experience, including consumer, home lending, business banking, or investments
Desired: FINRA Series 6 and Series 63 examinations completed sufficiently to qualify for immediate FINRA registration
Desired: State Insurance license(s)

Core Competencies

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions while adhering to compliance and regulatory standards. Proficient in driving customer engagement through digital banking education and integrated financial strategies.

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