Relationship Banker North Berkeley

Wells Fargo•Berkeley, CA

2d•$27 - $41

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as the 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 Relationship Banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also assisting with account openings and service requests. The role focuses on building trusted, long-term customer relationships through discovery conversations, tailored recommendations, and collaboration with colleagues. The banker works with partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and provide integrated customer solutions. The position also requires accurate documentation, sound judgment, issue escalation, and adherence to policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Upon successful completion, the employee transitions to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program if not fully licensed. The position 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 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 recognized equivalents) and State Insurance license(s), active or completed within a designated timeframe; the SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
For hires in specified states, Series 65 (or equivalent) must also be attempted within a specified period; requirements may change based on state regulations.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Must meet applicable enhanced financial fitness, criminal background, and Loan Originator/CFPB requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
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, 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 to consumer and business customers.
Ability to promote digital banking adoption and educate customers about self-service and mobile options.
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.
Completed 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 recommend tailored banking and credit strategies across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set expectations, and follow qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations.
Support risk and compliance programs by following applicable policies and procedures and making sound risk decisions.