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
• Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions and convert qualified opportunities
• Educate customers on self-service and mobile banking options to increase 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 adherence to policies and regulations
• Build long-term customer partnerships through consultative banking and proactive outreach

• 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or 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 including most Saturdays
• FINRA Series 6 and Series 63 (or recognized equivalents) required, active or completed within the designated timeframe
• Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
• FINRA Series 65 (or equivalent) must be attempted within a specified period for Virginia hires
• State Insurance license(s) required, active or completed within the designated timeframe
• SAFE registration required at the time of employment
• Must meet enhanced financial fitness and criminal background standards
• Must satisfy LO/CFPB requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background
• Credit report may be reviewed and additional ongoing screening may apply
• Not eligible for Visa sponsorship

Demonstrates expertise in customer relationship management and consultative banking, with a strong focus on delivering tailored financial strategies and enhancing digital adoption. Holds necessary FINRA certifications and state insurance licenses, ensuring compliance with industry standards and regulations.

• Customer Relationship Management
• Consultative Banking
• FINRA Series 6
• FINRA Series 63
• State Insurance License

• Customer Service Experience
• Issue Resolution
• Relationship Building
• Financial Strategy Development
• Risk Management

• Communication
• Problem Solving
• Proactive Outreach

• FINRA Series 6
• FINRA Series 63
• Securities Industry Essentials (SIE)
• FINRA Series 65
• State Insurance License

• Consultative Banking
• Digital Adoption
• Customer Partnerships
• Financial Responsibility
• LO/CFPB Requirements

• Mobile Banking
• Self-Service Banking