Wells Fargo
Relationship Banker Edwardsville
EDWARDSVILLE, PA · Full-time · Posted Oct 28, 2026
- Experience
- 2+ years of customer service experience; 1+ year assessing and meeting customer needs or helping with issue resolution; 1+ year building and maintaining customer and partner relationships.
- Visa sponsorship
- This position is not eligible for Visa sponsorship
About the job
Manages customer relationships in a branch by understanding financial goals, providing banking and credit solutions, handling service needs, and coordinating referrals to partner teams.
What you'll do
- Acquire and grow consumer and business customer relationships through proactive outreach and discovery conversations.
- Recommend tailored banking and credit strategies and coordinate referrals with Wealth, Home Lending, and Business Banking.
- Resolve account inquiries, promote digital banking, and follow risk, documentation, 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.
- Active or timely completion of required FINRA licenses, state insurance license(s), and SAFE registration.
Nice to have
- 1+ year of financial services experience in consumer, home lending, business banking, or investments.
- FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents); state insurance license(s).
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE
Model-written summary · the original posting is authoritative