W

Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingUpdated on Nov 13
Full-timeSan Francisco, CA, USAIn-person

About the Job

Requirements

  • At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 1 year of experience assessing and meeting customers’ needs or helping resolve issues, demonstrated through work or military experience.
  • At least 1 year of experience building and maintaining effective relationships with customers and partners.
  • Ability to work a schedule that includes most Saturdays.
  • Must obtain or maintain FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses within the designated timeframe; the Securities Industry Essentials exam is also required for FINRA qualifications earned after September 30, 2018.
  • For hires in specified states, must obtain FINRA Series 65 (or equivalent) within the specified period, subject to state regulatory requirements; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
  • Obtaining and maintaining required FINRA licenses is necessary for continued employment.
  • Must meet enhanced financial fitness and criminal background standards.
  • SAFE registration is required at employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background; a credit report and additional ongoing screening may apply.
  • This position is not eligible for visa sponsorship.

Responsibilities

  • Acquire, manage, and grow a portfolio of consumer and business customer relationships.
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
  • Coordinate warm introductions with professionals across Wealth, Home Lending, and Business Banking, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans.
  • Maintain accurate documentation, use sound judgment, escalate issues promptly, and adhere to policies and regulations to support strong risk-control outcomes.
  • Until licensing and SAFE requirements are completed, serve in the temporary Relationship Banker LP (license pending) role; upon successful completion, transition to Relationship Banker (SAFE). Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.

Desired Qualifications

  • Proven ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships that support the customer experience.
  • Knowledge of book-of-business management practices, documenting planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments.
  • Experience assessing customer needs and recommending products and services for consumer and business customers.
  • Ability to educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • Successful completion of FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
  • State insurance licenses.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

Recently Posted Jobs

Explore more opportunities at Wells Fargo

See more jobs