Wells Fargo
Relationship Banker-22nd & Mission
SAN FRANCISCO, CA · Full-time · Posted Oct 27, 2026
- Experience
- 2+ years of customer service experience; 1+ year assessing and meeting customer needs or helping with issue resolution; 1+ year building and maintaining effective relationships. Customer service experience may be demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Build and manage customer relationships by understanding financial goals, recommending tailored banking solutions, handling service needs, and coordinating referrals across the branch network.
What you'll do
- Acquire, manage, and grow consumer and business customer relationships through proactive outreach and discovery conversations.
- Recommend tailored banking and credit solutions, coordinate referrals, and encourage digital banking adoption.
- Resolve account inquiries and service requests while maintaining accurate documentation and following risk and compliance requirements.
What they ask for
- 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
- 1+ year assessing and meeting customer needs or helping with issue resolution.
- 1+ year building and maintaining effective relationships with customers and partners.
- Obtain and maintain required FINRA licenses and state insurance license(s) within the designated timeframe; SAFE registration is required at employment.
Nice to have
- 1+ year of financial services experience in consumer, home lending, business banking, or investments.
- FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s); relevant Series 65 requirement applies in specified states.
Pay
$27.00 - $41.00 (base salary)
Tools
FINRA Series 6, Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE
Model-written summary · the original posting is authoritative