Relationship Banker Paseo Padre

Wells Fargo & Company•Fremont, CA

5d•$27 - $41•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 segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, as well as account opening and service-request support. The position focuses on building credibility, loyalty, and lasting customer relationships through consultative conversations, proactive engagement, and collaboration with colleagues. The banker works with partners in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements; eligible employees then transition to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The position is based at 39265 Paseo Padre Pkwy., Fremont, California 94538. The stated base pay range is $27.00–$41.00; employees may also be eligible for incentives. Visa sponsorship is not available. The role requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable background and financial fitness standards.

Requirements

At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues, 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 FINRA-recognized equivalents) and state insurance license(s), active or completed within the designated timeframe. The SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
In specified states, FINRA Series 65 (or equivalent) is also required within a specified period; requirements may change with state regulations.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Meet applicable FINRA, SAFE, loan-originator, financial responsibility, character, fitness, criminal background, and other screening requirements.

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 customer needs and recommending products and services for consumer and business customers.
Ability to promote adoption of self-service and mobile banking 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.
Successful 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, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to promote digital adoption, satisfaction, engagement, and service efficiency.
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 follow applicable policies and regulations.
Follow applicable risk programs, policies, procedures, and compliance obligations; monitor and escalate risks and remediate issues as appropriate.