Relationship Banker

• 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 integrated solutions with Wealth, Home Lending, and Business Banking partners
• 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, timely escalation, and policy compliance
• Support everyday banking activities, including opening accounts and handling service requests
• Build customer credibility and loyalty through consultative conversations and proactive outreach

• 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 work a schedule that includes most Saturdays
• FINRA Series 6 and Series 63, or FINRA-recognized equivalents, active or completed within a designated timeframe
• Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
• FINRA Series 65 or equivalent required to be attempted within a specified period in Wyoming and listed states
• State Insurance license(s), 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
• Compliance with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
• No visa sponsorship available
• Most Saturdays required

Demonstrates expertise in customer relationship management, tailored banking strategies, and compliance with financial regulations. Proficient in driving growth across deposits, lending, and investments while ensuring exceptional customer service and support.

• Customer Relationship Management
• FINRA Series 6 and Series 63
• Securities Industry Essentials (SIE)
• State Insurance License
• Issue Resolution

• Customer Service
• Banking Strategies
• Account Management
• Risk Management
• Compliance Documentation

• Consultative Conversations
• Proactive Outreach
• Relationship Building

• FINRA Series 6
• FINRA Series 63
• Securities Industry Essentials (SIE)
• State Insurance License

• Consumer Banking
• Business Banking
• Lending
• Investments
• Financial Compliance

• Mobile Banking Solutions
• Self-Service Banking Options