Relationship Banker Sierra Valley District

Wells Fargo & Company•Sacramento, CA

1d•$27 - $41•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as a primary point of contact for everyday banking needs, products, and services. Through scheduled appointments, lobby engagement, and proactive outreach, the banker helps customers work toward financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions. The role also handles everyday banking activities such as opening accounts and addressing service requests to provide a seamless customer experience. The Relationship Banker builds credibility and loyalty through curious, insight-driven discovery conversations that develop into long-term customer relationships. Working in a collaborative branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The position is suited to professionals seeking to build a long-term financial-services career and deepen their consultative expertise. The Relationship Banker LP (license pending) is a temporary role until the employee successfully completes licensing and SAFE requirements, after which the employee transitions to 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 role is not eligible for visa sponsorship.

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 examinations, or FINRA-recognized equivalents, and state insurance license(s) must be active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 examination or equivalent is required within a specified period in certain states; state requirements may change.
Obtain and maintain required FINRA licenses for continued employment; meet enhanced financial fitness and criminal background standards.
SAFE registration is required at employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting 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 encourage digital adoption by educating customers about self-service and mobile banking options.
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 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 provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set clear expectations, and take ownership of qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption, improve satisfaction and engagement, and increase service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and follow policies and regulations to support effective risk controls.
Meet applicable risk-program and compliance obligations, proactively monitor and escalate risks, and make sound risk decisions.