Wells Fargo
Relationship Banker Hewitt Woodway
WACO, TX · Full-time · Posted Oct 13, 2026
- Experience
- 2+ years of customer service experience; 1+ year assessing customer needs or resolving issues; 1+ year building and maintaining customer and partner relationships. Financial services experience of 1+ year is desired.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Build and manage customer relationships by understanding financial goals, recommending banking solutions, supporting everyday account needs, and coordinating referrals across financial services teams.
What you'll do
- Acquire, manage, and grow consumer and business customer relationships through proactive outreach and discovery conversations.
- Recommend tailored banking and credit solutions and coordinate qualified referrals with Wealth, Home Lending, and Business Banking partners.
- Support account inquiries, digital banking adoption, accurate documentation, and 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 resolve issues.
- 1+ year building and maintaining effective relationships with customers and partners.
- Meet required licensing and registration requirements, including FINRA exams, state insurance license(s), and SAFE registration.
Nice to have
- 1+ year of financial services experience in consumer, home lending, business banking, or investments.
- Prior experience sourcing and deepening customer relationships, recommending products, or managing a book of business.
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE
Model-written summary · the original posting is authoritative