Relationship Banker Almaden Valley

Wells Fargo & Company•San Jose, CA

1d•$27 - $41

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs and helping customers make progress toward financial goals. Customer engagement takes place through scheduled appointments, lobby interactions, and proactive outreach. The banker provides planning and customized deposit, credit, and investment solutions, supports account opening and service requests, and builds customer loyalty through discovery conversations and trusted advice. The Relationship Banker works in a collaborative branch environment and partners with colleagues across Wealth, Home Lending, and Business Banking to provide appropriate integrated solutions and referrals. The role emphasizes relationship growth, digital banking adoption, customer service, accurate documentation, sound judgment, and compliance with policies and regulations. Wells Fargo describes the Relationship Banker LP (license pending) role as temporary until licensing and SAFE requirements are successfully completed, after which employees transition to the Relationship Banker (SAFE) role. The position requires the applicable FINRA examinations and state insurance licenses within designated timeframes, along with SAFE registration. Continued employment depends on obtaining and maintaining required FINRA licenses. The position is not eligible for visa sponsorship. The stated base pay range is $27.00–$41.00; pay may vary based on factors including performance, skills, experience, and work location, and incentive opportunities may also be available.

Requirements

At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
At least 1 year of assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of 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.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or equivalent is required within a specified period for hires in the listed states, subject to state requirements; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards, as well as applicable loan originator and CFPB requirements and Wells Fargo policies.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
The role is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships that support the customer experience.
Knowledge of book-of-business management, documenting 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.
Ability to promote digital adoption by educating customers about self-service and mobile banking.
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.
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, improve 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 completed outcomes.
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 accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures; fulfill risk and compliance obligations; and support timely issue escalation and remediation.