Wells Fargo
Relationship Banker Madison
MADISON, FL · Full-time · Posted Oct 30, 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
Build and manage customer relationships by providing tailored banking and credit solutions, supporting everyday banking needs, and coordinating referrals across branch partners.
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 customers access tailored solutions.
- Resolve account inquiries, promote digital banking, and follow risk, documentation, and regulatory 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.
- Obtain and maintain required FINRA licenses, State Insurance license(s), and SAFE registration within applicable 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, State Insurance license(s), SAFE
Model-written summary · the original posting is authoritative