The Relationship Banker plays a crucial role in proactively establishing and overseeing a portfolio that includes both consumer and business clients, while offering customized financial solutions. This position necessitates close collaboration with internal teams in Wealth, Home Lending, and Business Banking to deliver cohesive services and ensure a smooth customer journey. Applicants should possess a minimum of 2 years in customer service along with at least 1 year of experience in evaluating customer needs or managing relationships. Additionally, this role requires the successful attainment and maintenance of FINRA Series 6, Series 63, and State Insurance licenses, in addition to SAFE registration.
Wells Fargo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
