Relationship Banker Southern Sacramento Valley

Wells Fargo & Company•Sacramento, CA

10d•$27 - $41•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products, and services 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, while also supporting account opening, service requests, and other everyday banking activities. The position builds customer credibility, loyalty, and long-term relationships through discovery conversations, tailored recommendations, and collaboration with colleagues. The banker partners with Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role also requires risk-aware judgment, accurate documentation, and adherence to policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee completes required licensing and SAFE requirements. Upon successful completion, employees transition 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 position is not eligible for visa sponsorship. The role is based at one of the listed branches in the Southern Sacramento Valley area, subject to availability.

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 will include most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and State Insurance license(s) must be active or completed within a designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is also required within a specified period for hires in the listed states, subject to current state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards and applicable loan originator/CFPB requirements.
Required FINRA licenses must be obtained and maintained for continued employment.

Nice To Haves

Proven ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documentation of 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 educate customers about self-service and mobile banking options to encourage digital adoption.
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 (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 support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking ownership of qualified opportunities through to closed 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 establish follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Work a schedule that includes most Saturdays.
Meet applicable risk, compliance, licensing, SAFE registration, and financial fitness requirements.