Relationship Banker Sonora

Wells Fargo•Sonora, CA

3d•$25 - $38•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, as well as opening accounts and handling service requests. The role builds customer credibility and loyalty through discovery-led conversations and long-term partnerships. It works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated customer solutions. The position requires sound risk judgment, accurate documentation, adherence to policies and regulations, and timely escalation of issues. The Relationship Banker LP (license pending) is a temporary role until the employee completes licensing and SAFE requirements. Employees who complete them transition to the Relationship Banker (SAFE) role. The position is not eligible for visa sponsorship. It is located at 808 East Mono Way, Sonora, CA 95370.

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 licenses must be active or completed within a designated timeframe. The SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period for hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, subject to applicable requirements. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards concerning financial responsibility, character, fitness, and criminal background.
Must meet enhanced financial fitness and criminal background standards; a credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply.
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 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 options.
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
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 by coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through to resolution.
Educate customers about 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 strong risk and control outcomes through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk programs, policies, procedures, and compliance obligations; monitor, identify, escalate, and remediate issues as appropriate.