Relationship Banker

Wells Fargo

. Acquire, manage, and grow a portfolio of consumer and business customer relationships .

Posted 9/29/2026full-timeSanta Rosa • California • United StatesJuniorMid-Level💰 $25 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and delivering tailored banking strategies while ensuring compliance with regulatory requirements. Proficient in driving customer retention and growth through effective communication and collaboration with internal partners.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseSAFE RegistrationFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionRelationship BuildingFinancial Product RecommendationsDocumentation and Follow-Up

Soft Skills

Clear CommunicationEmpathetic ListeningTrust-BuildingProactive Relationship Sourcing

Tools & Technologies

Mobile Banking OptionsSelf-Service Banking

Certifications & Qualifications

Securities Industry Essentials (SIE) ExamState Insurance LicenseFINRA Series 65 License

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsRisk Management

About the role

Key responsibilities & impact

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
Drive retention and balanced growth across deposits, lending, and investments
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
Set expectations and take ownership of converting qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to champion digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and establish follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations
Work collaboratively in a branch environment to meet customer needs through appropriate referrals
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after licensing and SAFE requirements are completed

Requirements

What you’ll need

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 with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Ability to work a schedule that will include most Saturdays
FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents, active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
State Insurance license(s), active or completed within a designated timeframe
FINRA Series 65 or equivalent required within a specified period for listed states
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Credit report may be reviewed and additional ongoing screening may apply
Not eligible for Visa sponsorship
Desired: proactive relationship sourcing and acquisition ability
Desired: book of business management, planning-conversation documentation, and follow-through knowledge
Desired: experience recommending products and services to consumer and business customers
Desired: clear and confident communication, empathetic listening, credibility, and trust-building
Desired: 1+ year of financial services experience
Desired: successfully completed FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available
Ongoing coaching
Branch Network Licensed Banker program for employees in the Relationship Banker LP role who are not fully licensed