Relationship Banker-22nd & Mission

Wells Fargo•San Francisco, CA

1d•$27 - $41

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The Relationship Banker serves as the primary point of contact for customers across all segments, including affluent customers, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting account openings and service requests. The role builds customer credibility and loyalty through discovery-based conversations, proactive engagement, and long-term relationship management. Relationship Bankers work collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and deliver integrated solutions. The position includes a temporary Relationship Banker LP (license pending) phase for employees who have not yet completed the required licensing and SAFE requirements; upon successful completion, employees transition to the Relationship Banker (SAFE) role. The position requires a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe. SAFE registration is required at employment, and the role is not eligible for visa sponsorship.

Requirements

At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
At least 1 year assessing and meeting customer needs or helping resolve customer 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 examinations, 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.
FINRA Series 65 or equivalent is required within a specified period in designated states: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66; requirements may change with state regulations.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
SAFE registration is required at the time of employment. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards concerning financial responsibility, character, fitness, and criminal background; credit and additional ongoing screening may apply.
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 drive retention and balanced growth across deposits, lending, and investments.
Experience assessing customer needs and recommending products and services for consumer and business customers.
Ability to encourage digital adoption by educating customers on self-service and mobile banking options.
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 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 Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into 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.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and follow policies and regulations to support strong risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures, and identify, escalate, and remediate issues appropriately.