Relationship Banker Mid-Peninsula

Wells Fargo Bank•Woodside, CA

2d•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 progress 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-led conversations, tailored recommendations, and coordinated referrals. The role works collaboratively with colleagues and partners in Wealth, Home Lending, and Business Banking to provide integrated solutions and a differentiated customer experience. It also involves promoting digital banking, resolving inquiries within authorized limits, and following risk, documentation, policy, and regulatory requirements. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role upon successful completion. Required licenses must be obtained and maintained for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the process after the employee starts. The role also requires enhanced financial fitness and criminal background standards; it 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 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.
Active or timely completion of FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and State Insurance license(s).
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or equivalent examination is required within a specified period for hires in the states listed in the posting, subject to applicable state regulations; Wyoming referral-only licensed bankers may receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
Meet enhanced financial fitness and criminal background standards; credit report review and additional ongoing screening may apply.
Required FINRA licenses must be obtained and maintained 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, documenting 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 on self-service and mobile banking.
Clear, 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.
Completion of FINRA Series 6 and Series 63 examinations, 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, improve retention, and support balanced growth across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking professionals to coordinate warm introductions, set clear expectations, and take ownership of qualified opportunities through to 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.
Follow risk and control practices through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Open accounts and support everyday banking activities and customer service needs.
Work with branch colleagues and partners to provide appropriate referrals and a seamless customer experience.