Banker Jobs

About The Position

Requirements

• At least 4 years of customer service experience, or equivalent experience demonstrated through work, 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 FINRA-recognized equivalents) and applicable State Insurance license(s), active or completed within the designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
• SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
• Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
• For hires in specified states, FINRA Series 65 (or equivalent) is required within the specified period, subject to applicable state rules.
• This position is not eligible for visa sponsorship.

Nice To Haves

• Experience recommending financial products and translating customer goals into actionable recommendations.
• Ability to proactively source, acquire, and deepen customer relationships through outreach and strong internal partnerships.
• Experience managing a book of business, documenting planning conversations, and following through to drive retention and growth across deposits, lending, and investments.
• Experience coaching or supporting peers to strengthen 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 Series 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 recommend 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 based on customers’ life stages and changing needs.
• Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, set expectations, make warm introductions, and personally follow through on qualified opportunities.
• Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction and service efficiency.
• Advise branch colleagues on relationship development and managing complex customer needs.
• Maintain risk and compliance standards through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
• Meet required licensing, SAFE registration, and applicable loan-originator requirements to remain employed in the role.
• Work a schedule that includes most Saturdays.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement