Relationship Banker Campbell

Wells Fargo Bank•Campbell, CA

3d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The position serves as a primary point of contact for customers across all segments, including affluent customers, providing everyday banking services and helping customers make progress toward financial goals. Customer interactions take place through scheduled appointments, lobby engagement, and proactive outreach. The banker uses discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions to build lasting customer relationships. The role also supports routine banking needs, such as opening accounts and handling service requests, and collaborates with colleagues and partners across Wealth, Home Lending, and Business Banking to provide coordinated solutions. The position is based at the Campbell, California branch. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements, after which the employee transitions 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. Required FINRA and state insurance licenses must be active or completed within a designated timeframe and maintained for continued employment. SAFE registration is required at employment; Wells Fargo initiates that process after the employee starts. The role is not eligible for visa sponsorship. The advertised base pay range is $27.00–$41.00; pay may vary based on factors including performance, skills, experience, and work location. Employees may also be eligible for incentive opportunities. The posting end date is November 19, 2026, though the posting may be removed earlier due to applicant volume.

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.
FINRA Series 6 and Series 63, or FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe; required licenses must be maintained 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 state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Meet enhanced financial fitness and criminal background standards. Wells Fargo begins its FINRA review after an offer is accepted.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply.
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 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 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.
Successful completion of 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 expectations, take ownership of qualified opportunities, and help convert them into closed outcomes.
Encourage digital adoption by educating customers about self-service and mobile banking options.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Support everyday banking activities, including opening accounts and handling service requests.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely manner.