Relationship Banker Campbell

Wells Fargo•Campbell, CA

5d•$27 - $41•Onsite

About The Position

Wells Fargo is seeking 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 through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker supports customers’ financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also handling activities such as opening accounts and resolving service requests. The position emphasizes building customer credibility and loyalty through thoughtful discovery conversations, proactive engagement, and long-term relationship management. The banker collaborates with colleagues and partners across Wealth, Home Lending, and Business Banking to provide integrated solutions and appropriate referrals. The role is based at 781 W Hamilton Ave., Campbell, California. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are completed, after which employees transition to the Relationship Banker (SAFE) role.

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.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and State Insurance license(s), 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.
Series 65 (or equivalent) is required within a specified period for hires in the listed states, subject to applicable state regulations.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the employee's start date.
Must meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Ability to work a schedule that includes most Saturdays.
This position is 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 to consumer and business customers.
Ability to promote digital adoption by educating customers about self-service and mobile banking options.
Clear, 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.
Completed 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 completion.
Educate customers about self-service and mobile banking options to promote digital adoption, satisfaction, engagement, and 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 promptly, and adhere to policies and regulations.
Execute applicable risk programs and follow Wells Fargo policies and procedures, including risk identification, escalation, remediation, and compliance obligations.