Relationship Banker Laguna Gateway

Wells Fargo•Elk Grove, CA

8d•$27 - $41•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as a primary contact for everyday banking needs, products, and services 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 supporting everyday activities such as opening accounts and handling service requests. The position focuses on building trusted, long-term customer relationships through discovery conversations, tailored recommendations, proactive engagement, and collaboration with colleagues. The banker partners with professionals in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions and deliver a coordinated experience. The role is based at Wells Fargo's branch at 9170 W Stockton Blvd, Elk Grove, California. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. After successful completion, employees transition to the Relationship Banker (SAFE) role. Employees hired as Relationship Banker LP who are not fully licensed participate in the Branch Network Licensed Banker program. Required FINRA licenses and State Insurance license(s) must be active or completed within a designated timeframe for continued employment. SAFE registration is required at the time of employment. The position 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 of experience assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
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 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.
For hires in specified states, FINRA Series 65 or an equivalent examination must also be attempted within a specified period; requirements may change based on state regulations.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
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, documentation of planning conversations, and consistent follow-through to drive 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.
Clear and 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.
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

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
Lead discovery-driven conversations to understand customer goals and deliver 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 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 promptly, and follow applicable policies and regulations.
Follow applicable risk programs, policies, procedures, and compliance obligations, and identify, escalate, and remediate issues in a timely manner.