Relationship Banker Marin County District

Wells Fargo•Belvedere, CA

1d•$27 - $41

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, helping with everyday banking needs, products, and services through appointments, lobby engagement, and proactive outreach. The banker uses planning, digital engagement, and customized deposit, credit, and investment solutions to help customers progress toward financial goals, while also supporting account opening and service requests. The Relationship Banker builds trust and long-term customer relationships through discovery-driven conversations, proactive engagement, and collaboration with colleagues. The role partners with teams in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The Relationship Banker LP (license pending) is a temporary role until licensing and SAFE requirements are completed; successful completion leads to transition into the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The position requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable loan-originator requirements. Continued employment requires obtaining and maintaining required FINRA licenses. The role is not eligible for visa sponsorship. The stated base pay range is $27.00–$41.00; employees may also be eligible for incentive opportunities.

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 customer 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.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) within a specified period for hires in the listed states, subject to state requirements; Wyoming has an exception for referral-only licensed bankers.
SAFE registration at the time of employment and compliance with applicable LO/CFPB requirements.
Ability to meet enhanced financial fitness and criminal background standards.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documentation of planning conversations, and consistent follow-through to support 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 promote digital adoption by educating customers about self-service and mobile banking.
Clear and confident communication, empathetic listening, and ability to build credibility and trust.
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 license(s).

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 support balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking to deliver integrated solutions, coordinate warm introductions, 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 risk and compliance standards through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Work a schedule that includes most Saturdays.
Fulfill applicable risk-program responsibilities, follow policies and procedures, escalate and remediate issues, and make sound risk decisions.