Relationship Banker-8th & Brannan at Wells Fargo | CA, US | Rezi

Relationship Banker-8th & Brannan at Wells Fargo

Relationship Banker-8th & Brannan

Wells Fargo · CA, US

1 months ago

Relationship Banker-8th & Brannan

Wells Fargo · CA, US

a month ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this Relationship Banker-8th & Brannan role.

Rezi rewrites your resume against Wells Fargo's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Relationship Banker-8th & Brannan posting at Wells Fargo — free, in seconds.

About the Role

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network. This role serves as the primary point of contact for customers' everyday banking needs, offering products and services through various engagement channels. The position focuses on helping customers achieve their financial goals through planning, digital engagement, and customized solutions, while also supporting daily banking activities and delivering a seamless customer experience. Success is driven by strong relationship acumen, proactive customer engagement, and collaboration with internal partners to provide a differentiated customer experience.

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
  • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions
  • Champion digital adoption by educating customers on self-service and mobile banking options
  • Resolve account inquiries and service requests within authorized limits
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations

Requirements

  • 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners
  • Ability to work a schedule that will include most Saturdays
  • Must obtain and maintain required FINRA licenses (Series 6, Series 63, and potentially Series 65) and State Insurance license(s)
  • Must meet enhanced financial fitness and criminal background standards
  • SAFE registration is required at the time of employment
  • Must meet LO/CFPB requirements and comply with Wells Fargo policies
  • This position is not eligible for Visa sponsorship

Skills

  • Relationship acumen
  • Proactive customer engagement
  • Consultative expertise
  • Digital adoption
  • Risk excellence
  • Communication
  • Empathy
  • Trust building

Location

  • National Branch Network

Work Type

  • Full-time
  • Temporary (until licensing and SAFE requirements are met)

Experience Level

  • 1+ year of financial services experience (desired)

Salary/Compensations

  • $27.00 - $41.00

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

About the Company

  • Wells Fargo is a financial services leader and a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed.
  • Recognized in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
  • Employees support a culture of strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.

Equal Opportunity

  • Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
  • To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
  • Wells Fargo maintains a drug free workplace.
  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.