Relationship Banker Southern Sacramento Valley

Wells Fargo Bank•Elk Grove, CA

9d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, addressing 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 tailored deposit, credit, and investment solutions, while also supporting account opening and service requests. The position focuses on building long-term customer relationships through discovery-driven conversations, consultative advice, and collaboration with colleagues and partners in Wealth, Home Lending, and Business Banking. It is based in a collaborative branch environment with coaching and opportunities to develop a career in financial services. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. After successful completion, the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. The role requires SAFE registration at employment and required FINRA and state insurance licenses to be active or completed within a designated timeframe. Continued employment requires obtaining and maintaining required FINRA licenses. 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 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 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 required within a specified period, subject to state requirements; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards. Loan originators must also meet LO/CFPB requirements and Wells Fargo 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.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management practices, documentation of 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 for consumer and business customers.
Ability to educate customers about self-service and mobile banking options to support digital adoption.
Clear, 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 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 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 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 policies and regulations to support risk and control outcomes.
Support everyday banking activities, including opening accounts and handling service requests.
Execute applicable risk programs and comply with Wells Fargo policies and procedures, including timely issue escalation and remediation.