Relationship Banker: Grow Trusted Banking Relationships

Jobtailor; Grapevine (TX); On-site; USD 65,000 - 98,000; Full time

Job summary

Wells Fargo seeks a skilled Relationship Manager to acquire and nurture consumer and business banking clients. You will lead discovery conversations to tailor banking strategies, drive growth across deposits, loans, and investments, and coordinate with Wealth and Home Lending teams to deliver holistic solutions.

You will educate clients on mobile banking, ensure adherence to policies, and manage documentation and follow-ups to close opportunities and maintain trust.

Qualifications

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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 balanced growth across deposits, lending, and investments.
• Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking professionals.
• Set expectations and take ownership of converting qualified opportunities into closed outcomes.
• Educate customers on self-service and mobile banking to promote digital adoption.
• Resolve account inquiries and service requests within authorized limits.
• Document actions and establish follow-up plans.
• Maintain accurate documentation, exercise sound judgment, elevate issues promptly, and follow policies and regulations.
• Open accounts, handle service requests, and deliver seamless everyday banking experiences.

Skills

Customer Relationship Management

Account Management

Issue Resolution

Effective Communication

Empathy

Building Trust

Proactive Outreach

Tools

Mobile Banking

Self-Service Banking

Job description

Wells Fargo seeks a skilled Relationship Manager to acquire and nurture consumer and business banking clients. You will lead discovery conversations to tailor banking strategies, drive growth across deposits, loans, and investments, and coordinate with Wealth and Home Lending teams to deliver holistic solutions.

You will educate clients on mobile banking, ensure adherence to policies, and manage documentation and follow-ups to close opportunities and maintain trust.