Relationship Banker Cleveland Ave Santa Rosa

Wells Fargo Bank•Santa Rosa, CA

1d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join their National Branch Network, focusing on trusted advice, disciplined growth, and long-term customer relationships. This role serves customers across all segments, including affluent customers, acting as the primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. Relationship Bankers help customers achieve financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. They also handle everyday banking activities like opening accounts, service requests, and ensuring a seamless customer experience. The position emphasizes building credibility and loyalty through discovery conversations, fostering enduring customer partnerships. It operates in a collaborative branch environment with support from Wells Fargo's brand and coaching, partnering with colleagues across Wealth, Home Lending, and Business Banking for referrals. Success is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration. Wells Fargo rewards behaviors that create customer value and support informed financial decisions. This role is ideal for professionals aspiring to a long-term career in financial services, aiming to deepen consultative expertise and support customers with evolving financial needs. The Relationship Banker LP (license pending) role is a temporary position until licensing and SAFE requirements are met, after which employees transition to the Relationship Banker (SAFE) role. Unlicensed employees in the LP role will participate in the Branch Network Licensed Banker program.

Requirements

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ year of building and maintaining effective relationships with customers and partners
Ability to work a schedule that will include most Saturdays
This role requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe
For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. Requirements may change based on current state regulations.
Obtaining and maintaining required FINRA licenses is necessary for continued employment
This role also requires meeting enhanced financial fitness and criminal background standards
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.

Nice To Haves

Proven ability to source, acquire, and deepen relationships through proactive outreach and building 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 needs and recommending products and services for consumer and business customers
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA 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 drive balanced growth across deposits, lending, and investments
Partner with a team of 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
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Resolve account inquiries and service requests within authorized limits, documenting actions and setting 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