Wells Fargo
Relationship Banker - Boise, ID
BOISE, ID · Full-time · Posted Oct 26, 2026
- Experience
- 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 customer and partner relationships. Desired: 1+ year of financial services experience.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Build and grow customer relationships in a bank branch by understanding financial goals, recommending suitable banking solutions, and coordinating support across business partners.
What you'll do
- Acquire and manage consumer and business customer relationships through proactive outreach and discovery conversations.
- Recommend tailored banking and credit strategies, make partner referrals, and encourage digital banking adoption.
- Handle account inquiries and service requests while documenting actions and following risk and compliance requirements.
What they ask for
- 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 meet required licensing and SAFE registration requirements; FINRA licenses and state insurance license(s) must be active or completed within a designated timeframe.
Nice to have
- 1+ year of financial services experience in consumer, home lending, business banking, or investments.
- FINRA Series 6 and Series 63 (or recognized equivalents), and state insurance license(s).
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, mobile banking
Model-written summary · the original posting is authoritative