Wells Fargo
Relationship Banker-8th & Brannan
SAN FRANCISCO, CA · Full-time · Posted Oct 30, 2026
- Experience
- 2+ years of customer service experience (or stated equivalent); 1+ year assessing and meeting customer needs or helping with issue resolution; 1+ year building and maintaining relationships. Desired: 1+ year of financial services experience.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Manages consumer and business customer relationships in a bank branch, providing tailored banking solutions, service, referrals, and support with financial goals.
What you'll do
- Acquire, manage, and grow a portfolio of consumer and business customer relationships through outreach and discovery conversations.
- Coordinate referrals and integrated solutions with Wealth, Home Lending, and Business Banking; promote digital banking adoption.
- Resolve account inquiries and service requests while maintaining accurate documentation and complying with risk and regulatory 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.
- Ability to work a schedule that will include most Saturdays.
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).
Pay
$27.00 - $41.00 USD base salary
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE
Model-written summary · the original posting is authoritative