Wells Fargo
Relationship Banker East Ridge
CLERMONT, FL · Full-time · Posted Oct 30, 2026
- Experience
- 2+ years of customer service experience; 1+ year assessing and meeting customer needs or resolving issues; 1+ year building and maintaining customer and partner relationships. Financial services experience of 1+ year is desired.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Manages customer relationships in a branch by identifying financial needs, recommending banking solutions, handling service requests, and coordinating referrals to partner teams.
What you'll do
- Acquire, manage, and grow consumer and business customer relationships through discovery conversations and proactive outreach.
- Recommend tailored banking and credit solutions and coordinate warm introductions to Wealth, Home Lending, and Business Banking partners.
- Support account servicing and digital banking adoption while following risk, documentation, and compliance requirements.
What they ask for
- 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education.
- 1+ year assessing and meeting customer needs or helping with issue resolution.
- 1+ year building and maintaining effective relationships with customers and partners.
- Required FINRA, SAFE, and state insurance licensing or registration within applicable timeframes.
Nice to have
- 1+ year of financial services experience in consumer, home lending, business banking, or investments.
- Completed FINRA Series 6 and Series 63 examinations (or recognized equivalents) and state insurance license(s).
Model-written summary · the original posting is authoritative