Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker - Immediate Need

$56.16k - $85.28k

Wells Fargo

Why Wells Fargo: Are you looking for more? At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals.
Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time.
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 that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes
The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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

Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
  • Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
  • Experience assessing needs and recommending products and services for consumer and business customers
  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
  • 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • Ability to work a schedule that will include most Saturdays

Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. This role also requires meeting enhanced financial fitness and criminal background standards. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply
Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

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.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Please see our Drug and Alcohol Policy to learn more.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker - Immediate Need in Carmel By The Sea, CA vacancy
  • $52k - $55.68k

     ...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Monterey, CA
    3 days ago
  • $25 - $26.77 per hour

     ...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Seaside, CA
    2 days ago
  •  ...Healthcare Expertise into Financial Services with Northwestern Mutual – Monterey District! Leverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, or... 
    Suggested
    Full time
    Internship
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Monterey District

    Monterey, CA
    4 days ago
  •  ...against the unexpected. You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office. You will connect directly with the military community by partnering with local military organizations, military... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Monterey, CA
    5 days ago
  • $28.85 - $33.65 per hour

     ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best... 
    Suggested
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Rotating shift
    Day shift

    Bank of America

    Carmel By The Sea, CA
    10 hours ago
  • $61k - $119k

     ...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Monterey, CA
    2 days ago
  • $1,000 per month

    Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Monterey, CA
    2 days ago
  • $22.71 - $27.6 per hour

    A community support organization in California is seeking a Support Counselor I to oversee program clients, facilitate daily activities, and ensure a safe, clean environment. Candidates must demonstrate a strong sense of responsibility, effective communication, and problem...
    Hourly pay
    Flexible hours
    Weekend work
    Day shift
    Afternoon shift

    Tech9

    Monterey, CA
    1 day ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Monterey, CA
    3 days ago
  •  ...candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose‑driven, this could be a great fit. Both Part‑time and Full‑time openings... 
    Full time
    Part time

    SkyKey Financial

    Monterey, CA
    3 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Monterey, CA
    3 days ago
  •  ...Currently looking for an experienced Quality/Risk/Regulatory Healthcare Nurse Manager to fill an opening at an Acute Care Hospital in Central California. Interested candidates should have CPHQ, HCQM, or CPQPS. A current state license in the clinical field and 5+ years of... 
    Permanent employment
    Full time

    Radius Staffing Solutions

    Monterey, CA
    4 days ago
  •  ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Carmel, CA
    more than 2 months ago
  •  ...Mechanics Bank is currently searching for a full time Universal Banker to join our team at our Seaside, CA Branch. Under general...  ...achieve personal goals in the areas of deposit growth, business relationship growth, consumer relationship growth and operational soundness... 
    Full time
    Night shift

    Mechanics Bank

    Seaside, CA
    1 day ago
  • $90k - $110k

     ...comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small... 
    Temporary work
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Monterey, CA
    11 hours ago
  •  ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.  As an Associate Banker within Chase, you will represent our brand and culture with the utmost... 
    Part time

    JPMorgan Chase & Co.

    Carmel, CA
    6 days ago
  • $100k

     ...Real Estate Sales Agent - New or Experienced - Coldwell Banker Searching for Real Estate Agents – New or Experienced! We are looking...  ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform strategic... 
    Hourly pay
    Full time
    For contractors

    Coldwell Banker

    Carmel Valley, CA
    2 days ago
  • $100k

     ...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Los Angeles, California. Applicants without a...  ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues  Perform... 
    Hourly pay
    Full time
    For contractors

    Coldwell Banker

    Marina, CA
    2 days ago
  •  ...striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world’s most... 
    Full time
    Work experience placement

    MUFG Bank, Ltd.

    Marina, CA
    11 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker - Immediate Need. Be the first to apply!