Banker Jobs

About The Position

Requirements

• At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
• At least 3 years of experience building and maintaining effective relationships with customers and partners.
• At least 3 years of experience recommending products and services.
• FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within the designated timeframe; the SIE is also required for applicable exams earned after September 30, 2018.
• SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
• FINRA Series 65 (or equivalent) is additionally required within a specified period for hires in listed states, subject to applicable state requirements.
• Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
• Ability to work a schedule that includes most Saturdays.

Nice To Haves

• Experience recommending financial products and turning customer goals into clear, actionable recommendations.
• Ability to proactively source, acquire, and deepen relationships through outreach and strong internal partnerships.
• Experience managing a book of business, documenting planning conversations, and following through to support retention and growth across deposits, lending, and investments.
• Experience coaching or supporting peers to improve team performance and customer impact.
• Clear, confident communication; empathetic listening; and ability to build credibility and trust.
• Financial services experience in consumer banking, home lending, business banking, or investments.
• At least 3 years of experience in a licensed financial services position.
• Completed FINRA Series 6 and 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
• State insurance license(s).

Responsibilities

• Proactively acquire affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
• 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.
• Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs evolve.
• Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
• Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
• Advise branch colleagues on relationship development and managing complex customer needs.
• Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
• Open accounts, handle service requests, and assist customers with everyday banking needs.

Benefits

• Robust benefits
• Competitive compensation
• Programs designed to support work-life balance and well-being
• Digital tools, industry-leading training, and ongoing coaching