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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSan Jose, 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.
  • Series 6 and Series 63 FINRA licenses, or recognized equivalents, and state insurance licenses must be active or completed within a designated timeframe; the Securities Industry Essentials exam is also required for FINRA qualifications earned after September 30, 2018.
  • For roles in specified states, Series 65 or an equivalent examination is required within a specified period, subject to state regulatory requirements.
  • Required FINRA licenses must be obtained and maintained for continued employment.
  • Must meet enhanced financial fitness and criminal background standards.
  • SAFE registration is required at employment; loan originators must meet Loan Originator/Consumer Financial Protection Bureau requirements and Wells Fargo policies on financial responsibility, character, fitness, and criminal background. A credit report may be reviewed and additional ongoing screening may apply.
  • This position is not eligible for visa sponsorship.

Responsibilities

  • Proactively 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.
  • Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to promote digital adoption, satisfaction, engagement, and service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans that reinforce trust and ease.
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes.
  • Support customers across all segments, including affluent customers, as the primary contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach.
  • Help customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions.
  • Support everyday banking activities such as opening accounts and handling service requests, delivering a seamless customer experience.
  • Build credibility and loyalty through discovery conversations and partner referrals.
  • The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are completed; after successful completion, employees transition to the Relationship Banker (SAFE) role. Unlicensed employees participate in the Branch Network Licensed Banker program.

Desired Qualifications

  • Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships to support the customer experience.
  • Knowledge of book-of-business management practices, documentation of 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 increase digital adoption, 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 FINRA-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

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