Relationship Banker North Berkeley

Wells Fargo Bank•Berkeley, CA

3d•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, supporting everyday banking needs and helping customers progress toward financial goals through appointments, lobby engagement, proactive outreach, digital engagement, and customized deposit, credit, and investment solutions. It also involves opening accounts, handling service requests, and providing a seamless banking experience. Relationship Bankers build customer credibility and loyalty through discovery-driven conversations, tailored guidance, and ongoing partnerships. They work collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The posting also describes a temporary Relationship Banker LP (license pending) role: employees in that role participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successfully completing licensing and SAFE requirements. The position requires FINRA Series 6 and Series 63 (or recognized equivalents), applicable state insurance licenses, and SAFE registration. Licenses must be active or completed within designated timeframes and maintained for continued employment. Additional requirements may include Series 65 or an equivalent exam in specified states. The role is subject to enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship.

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.
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 license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
FINRA Series 65 (or equivalent) is required within a specified period in certain states, subject to state requirements.
Ability to meet enhanced financial fitness and criminal background standards; ongoing screening may apply.
Required licenses must be maintained for continued employment.
The role is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer 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.
Experience assessing customer 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 and 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.
Successful completion of FINRA Series 6 and Series 63 (or 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 to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into 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 escalation, and adherence to policies and regulations.
Support customers with everyday banking activities, including opening accounts and handling service requests.
Follow applicable risk and compliance programs, policies, and procedures; monitor and escalate issues and make sound risk decisions.