Relationship Banker - Monterey Branch

Wells Fargo•Monterey, CA

1d•$27 - $41•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The banker serves as a primary point of contact for customers across all segments, including affluent customers, addressing everyday banking needs and offering products and services 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 Relationship Banker builds credibility and long-term customer relationships through discovery conversations, proactive engagement, and collaboration with colleagues and partners in Wealth, Home Lending, and Business Banking. The position is based in a collaborative branch environment and includes ongoing coaching. The Relationship Banker LP (license pending) designation is temporary until the employee completes licensing and SAFE requirements; eligible employees then transition to the Relationship Banker (SAFE) role. The position requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable background and financial-fitness requirements. Visa sponsorship is not available.

Requirements

At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues.
At least 1 year of experience 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 the designated timeframe. The SIE is also required for FINRA qualification exams earned after September 30, 2018.
Series 65 or equivalent is required within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards, and applicable loan-originator requirements.
Visa sponsorship is not available.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting 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 encourage digital adoption by educating customers about self-service and mobile banking.
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.
Successfully completed FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

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.
Coordinate warm introductions and collaborate with partners in Wealth, Home Lending, and Business Banking, taking ownership of qualified opportunities through to 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 risk excellence through accurate documentation, sound judgment, timely escalation, and compliance with policies and regulations.
Follow applicable risk and compliance programs, identify and escalate issues, and make sound risk decisions.