Relationship Banker

Wells Fargo

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

Posted 10/16/2026full-timeNovato • California • United StatesJuniorMid-Level💰 $27 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and delivering tailored banking solutions while ensuring compliance with regulatory standards. Proficient in driving customer retention and growth through effective communication and proactive outreach.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 CertificationFINRA Series 63 CertificationState Insurance LicenseFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceIssue ResolutionAccount OpeningFinancial Product RecommendationsRisk ManagementDigital Banking EducationPortfolio ManagementSales Strategy DevelopmentDocumentation and Follow-UpCompliance Adherence

Soft Skills

Effective CommunicationProactive OutreachRelationship BuildingProblem SolvingTeam Collaboration

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Solutions

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance License

Industry Keywords

Consumer BankingBusiness BankingWealth ManagementLendingDepositsInvestmentsFinancial ResponsibilityLO/CFPB RequirementsCriminal Background StandardsEnhanced Financial Fitness

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 and integrated solutions with Wealth, Home Lending, and Business Banking partners
Set clear 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 set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations
Open accounts, handle service requests, and provide a seamless everyday banking experience
Build credibility and loyalty through discovery conversations and proactive outreach
Partner with branch colleagues to meet customer needs through appropriate referrals

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 includes most Saturdays
FINRA Series 6 and Series 63 examinations or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration
State Insurance license(s), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam for FINRA qualification exams earned after September 30, 2018
Series 65 or equivalent examination within a specified period for applicable states
Maintain required FINRA licenses for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration at the time of employment
Meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
No visa sponsorship available
Ability to represent one's own experiences during recruiting and hiring
Desired: experience sourcing, acquiring, and deepening customer relationships
Desired: knowledge of book of business management, planning-conversation documentation, and follow-through
Desired: experience assessing needs and recommending products and services for consumer and business customers
Desired: 1+ year of financial services experience
Desired: successfully completed FINRA Series 6 and Series 63 examinations or recognized equivalents
Desired: State Insurance license(s)

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