Wells Fargo
Relationship Banker, Lake Jeanette Branch, Piedmont North District
GREENSBORO, NC · Full-time · Posted Oct 23, 2026
- Experience
- 2+ years of customer service experience; 1+ year assessing and meeting customer needs or resolving issues; 1+ year building and maintaining relationships. Customer service experience may be demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Build and grow customer relationships at a branch by understanding financial goals, recommending banking and credit solutions, supporting everyday account needs, 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.
- Coordinate referrals with Wealth, Home Lending, and Business Banking partners and help convert qualified opportunities into solutions.
- Handle account inquiries and service requests, encourage digital banking adoption, 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 of assessing and meeting customer needs or helping resolve issues.
- 1+ year of building and maintaining effective relationships with customers and partners.
- Required FINRA qualifications, state insurance license(s), and SAFE registration; specified licensing may be completed within designated timeframes.
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