Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Santa Clara ▼
Fremont
Milpitas
San Jose
Sunnyvale

Category:
Banking

Contract Type:
Employment contract

Salary:

27.00 - 41.00 USD / Hour

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Job Description:

Relationship Banker position at Wells Fargo in the Consumer, Small & Business Banking division, responsible for building customer relationships, offering banking products and services, and providing full-service banking experience to emerging affluent and high-value customers.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze tactical business challenges for full-service banking experience
Present recommendations for resolving inquiries and service requests
Open and service accounts within authorized limits
Provide information to internal partners and external sources
Identify opportunities to leverage partners and connect customers
Partner with financial advisors for investment or retirement needs
Provide self-service digital banking options to customers

Requirements:

2+ years of customer service experience
1+ year of assessing and meeting customer needs or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Successfully completed FINRA Series 6 and Series 63 examinations (or recognized equivalents)
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes
Ability to be proactive, innovative, and creative
Ability to make client calls and participate in sales development
Knowledge of retail compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation with ability to meet team objectives
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Business acumen to provide financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on technology and mobile banking
Ability to interact with integrity and professionalism

Nice to have:

Experience with small business customers
Financial industry regulatory knowledge
Digital banking expertise
Sales development experience

What we offer:

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

Additional Information:

Job Posted:
August 22, 2025

Expiration:
August 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker