Relationship Banker - Monterey Branch

Wells Fargo Bank•Monterey, CA

9h•Onsite

About The Position

Wells Fargo is seeking 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, helping them with everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker supports customers’ financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions, while also handling account openings and service requests. The Relationship Banker builds customer trust and long-term relationships through consultative service and collaborates with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The role is based in a collaborative branch environment and includes ongoing coaching. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements, after which the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. The position requires specified FINRA and state insurance licenses, SAFE registration, and compliance with enhanced financial fitness and background standards. It is not eligible for visa sponsorship. The listed base pay range is $27.00–$41.00; pay may vary based on performance, skills, experience, and work location, and employees may be eligible for incentives.

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 (or recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; maintaining required FINRA licenses is necessary for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in 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, FINRA Series 65 (or equivalent) is also required within a specified period, subject to applicable state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at employment; Wells Fargo will initiate the process after the start date.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies.
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 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.
Ability to communicate clearly and confidently, listen with empathy, and 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 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 support retention and balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through 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 set follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and compliance with policies and regulations.