Wells Fargo
Relationship Banker - Greater Phoenix Area
PHOENIX, AZ +11 · Full-time · Posted Oct 30, 2026
- Location
- PHOENIX, AZ
FOUNTAIN HILLS, AZ
CAVE CREEK, AZ
BUCKEYE, AZ
GLENDALE, AZ
SUN CITY, AZ
GOODYEAR, AZ
SCOTTSDALE, AZ
SUN CITY WEST, AZ
PEORIA, AZ
AVONDALE, AZ
SURPRISE, AZ - Experience
- 2+ years of customer service experience; 1+ year each assessing and meeting customer needs or resolving issues, and building and maintaining relationships. Customer service experience may be demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Manages customer relationships in a branch by understanding financial goals, recommending banking and credit solutions, handling service needs, and coordinating referrals to partner teams.
What you'll do
- Build and grow consumer and business customer relationships through outreach and discovery conversations, supporting retention and balanced growth.
- Coordinate referrals and warm introductions across Wealth, Home Lending, and Business Banking, and encourage digital banking adoption.
- Resolve account inquiries, document actions, and follow risk, compliance, and escalation procedures.
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.
- SAFE registration at employment; required FINRA and state insurance licenses 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, SAFE
Model-written summary · the original posting is authoritative