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 state insurance license(s), active or completed within the designated timeframe.
• Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
• FINRA Series 65 (or equivalent) within the specified period if hired in a state listed in the posting, subject to applicable state requirements.
• 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 maintain required FINRA licenses for continued employment.
• For loan originators, compliance with LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
• Not eligible for Visa sponsorship.

Nice To Haves

• Experience recommending financial products and translating customer goals into clear, actionable recommendations.
• Ability to proactively source, acquire, and deepen relationships through outreach and 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 strengthen team performance and customer impact.
• Clear and confident communication, empathetic listening, and the ability to build credibility and trust.
• Financial services industry experience in consumer banking, home lending, business banking, or investments.
• At least 3 years of experience in a licensed financial services position.
• Successful completion of 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 outreach, referrals, and planned appointments.
• Lead discovery 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 by providing comprehensive, multi-product guidance and ongoing reviews as customers’ needs evolve.
• Coordinate with Wealth, Home Lending, and Business Banking partners, including arranging warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
• Educate customers about self-service and mobile banking options to encourage digital adoption and improve their experience and service efficiency.
• Advise branch colleagues on relationship development and complex customer needs.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
• Meet applicable risk and compliance obligations, monitor and escalate risks, and make sound risk decisions.
• 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
• Incentive opportunities