Relationship Banker

Jobtailor

Elk Grove (CA)

On-site

USD 52,000 - 76,000

Full time

4 days ago

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Job summary

Wells Fargo in California is seeking a Relationship Banker to acquire and grow a diverse client portfolio. You will lead discovery-driven conversations to tailor banking and credit strategies, while driving deposits, lending, and investments growth.

You will coordinate cross-functional solutions with Wealth, Home Lending, and Business Banking teams and convert opportunities into outcomes. A focus on digital adoption and strong risk controls is essential.

Qualifications

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.
1+ year of building and maintaining effective relationships with customers and partners.
Proven ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships.
Knowledge of book of business management practices, planning-conversation documentation, and follow-through across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust.
FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration.
State Insurance license(s), active or completed within a designated timeframe.
SIE exam required for FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period for certain listed states
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Ability to work a schedule that includes most Saturdays
This position is not eligible for Visa sponsorship

Responsibilities

Acquire, manage, and grow a portfolio of customer relationships.
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies.
Drive balanced growth across deposits, lending, and investments.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners.
Convert qualified opportunities into closed outcomes.
Educate customers on self-service and mobile banking options to promote digital adoption.
Resolve account inquiries and service requests within authorized limits.
Document actions and set follow-up plans.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Complete licensing and SAFE requirements to transition roles

Skills

Customer Service

Portfolio Management

Needs Assessment

Product Recommendation

Documentation

Risk Management

Digital Banking

Lending Knowledge

Investment Strategies

Effective Communication

Empathy

Trust Building

Proactive Outreach

Relationship Building

Education

State Insurance License

SIE Exam

FINRA Series 6 License

FINRA Series 63 License

FINRA Series 65 License

Tools

CRM Systems

Job description

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
Drive balanced growth across deposits, lending, and investments
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to promote digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations
Complete licensing and SAFE requirements to transition from the temporary Relationship Banker LP role to the Relationship Banker (SAFE) role

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
1+ year of building and maintaining effective relationships with customers and partners
Proven ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships
Knowledge of book of business management practices, planning-conversation documentation, and follow-through across deposits, lending, and investments
Experience assessing needs and recommending products and services for consumer and business customers
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s), active or completed within a designated timeframe
SIE exam required for FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period for certain listed states
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Ability to work a schedule that includes most Saturdays
This position is not eligible for Visa sponsorship

Core Competencies

Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and risk management. Proficient in assessing customer needs and promoting digital banking adoption while maintaining regulatory standards.

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