Relationship Banker Campbell

Wells Fargo Bank•Campbell, CA

7d•Onsite

About The Position

Wells Fargo is hiring 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, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests. The Relationship Banker builds customer trust and long-term relationships through discovery conversations, tailored recommendations, and coordinated referrals. The role works collaboratively with colleagues and partners in Wealth, Home Lending, and Business Banking to deliver integrated customer solutions. It also promotes digital banking adoption and resolves inquiries within authorized limits while maintaining accurate documentation and sound risk and compliance practices. The Relationship Banker LP (license pending) position is temporary until the employee completes required licensing and SAFE requirements. Employees hired into this role who are not fully licensed participate in the Branch Network Licensed Banker program; upon successful completion of licensing, they transition to the Relationship Banker (SAFE) role. Required licenses must be obtained and maintained for continued employment. The position is based at 781 W Hamilton Ave., Campbell, California, and is not eligible for visa sponsorship. The stated base pay range is $27.00–$41.00, with possible incentive opportunities.

Requirements

At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
At least 1 year assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year building and maintaining effective relationships with customers and partners.
Ability to work a schedule that includes most Saturdays.
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.
For hires in specified states, FINRA Series 65 (or equivalent) is also required within a specified period; requirements may change based on 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, as well as applicable Loan Originator/CFPB requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.

Nice To Haves

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 promote digital adoption by educating customers about self-service and mobile banking options.
Clear, confident communication; empathetic listening; and the 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.
Strengthen customer relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
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.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with applicable policies and regulations.
Open accounts and support everyday banking activities.