Relationship Banker

Jobtailor; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Wells Fargo in Phoenix is seeking a seasoned Financial Relationship Banker to acquire, manage, and grow a portfolio of consumer and business customer relationships. You will lead discovery-driven conversations to understand goals and tailor tailored banking and credit strategies, driving balanced growth across deposits, lending, and investments.

The role partners with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions and educate customers on self-service

Qualifications

• 2+ years of customer service experience or equivalent through work, training, or education.
• 1+ year assessing and meeting customer needs or helping resolve issues.
• 1+ year building and maintaining relationships with customers and partners.
• Ability to source, acquire, and deepen customer relationships via proactive outreach.
• Experience in financial services and cross-functional collaboration.

Responsibilities

• Acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery-driven conversations to understand customer goals and tailor 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
• Resolve account inquiries and service requests within authorized limits
• Document actions and establish follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, issue escalation, and policy adherence
• Work collaboratively in a branch environment to meet customer needs through appropriate referrals

Skills

Customer Service

Issue Resolution

Portfolio Management

Product Recommendation

Planning Conversation Documentation

Tools

Mobile Banking

Self-Service Banking

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
• Resolve account inquiries and service requests within authorized limits
• Document actions and establish follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, issue escalation, and policy adherence
• Work collaboratively in a branch environment to meet customer needs through appropriate referrals

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
• 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
• 1+ year of financial services experience
• Ability to work a schedule including most Saturdays
• FINRA Series 6 and Series 63, or recognized equivalents, required or to be completed within a designated timeframe
• Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after Sept. 30, 2018
• State Insurance license(s) required or to be completed within a designated timeframe
• FINRA Series 65 or equivalent required in specified states
• Required FINRA licenses must be maintained for continued employment
• Enhanced financial fitness and criminal background standards
• SAFE registration required at time of employment
• LO/CFPB requirements and Wells Fargo financial responsibility, character, fitness, and criminal background standards
• Not eligible for visa sponsorship

Core Competencies

Demonstrates expertise in customer relationship management, financial services, and compliance with regulatory standards. Proficient in assessing customer needs and delivering tailored banking solutions while maintaining strong documentation and follow-up practices.

Highest-signal resume keywords

• Customer Relationship Management
• Financial Services Experience
• FINRA Series 6 and Series 63
• Securities Industry Essentials (SIE)
• State Insurance License

Hard Skills

• Customer Service
• Issue Resolution
• Portfolio Management
• Product Recommendation
• Planning Conversation Documentation

Soft Skills

• Relationship Building
• Collaborative Work
• Proactive Outreach

Certifications & Qualifications

• FINRA Series 65
• SAFE Registration

Industry Keywords

• Consumer Banking
• Business Banking
• Deposits
• Lending
• Investments

Tools & Technologies

• Mobile Banking
• Self-Service Banking