Wells Fargo
Relationship Banker Hillsboro Blvd Deerfield Beach FL
DEERFIELD BEACH, FL · Full-time · Posted Oct 13, 2026
- Experience
- 2+ years customer service experience; 1+ year assessing customer needs or resolving issues; 1+ year building and maintaining relationships. Financial services experience of 1+ year is desired.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Manages customer relationships at a branch by assessing financial goals, recommending banking solutions, handling service needs, and coordinating referrals to partner 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 strategies and coordinate referrals across 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.
- Required FINRA and SAFE registrations, FINRA examinations, and state insurance license(s) within applicable timeframes.
Nice to have
- 1+ year of financial services experience in consumer, home lending, business banking, or investments.
- Experience sourcing and deepening relationships, managing a book of business, or recommending products and services.
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE
Model-written summary · the original posting is authoritative