Wells Fargo
Relationship Banker Campbell
CAMPBELL, CA · Full-time · Posted Oct 30, 2026
- Experience
- 2+ years of customer service experience; 1+ year assessing and meeting customer needs or resolving issues; 1+ year building and maintaining customer and partner relationships. Financial services experience of 1+ year is desired.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Serves as a primary banking contact, building customer relationships and providing tailored deposit, credit, investment, and everyday banking solutions through consultations, outreach, referrals, and digital banking support.
What you'll do
- Acquire, manage, and grow consumer and business customer relationships through discovery conversations and proactive outreach.
- Coordinate referrals with Wealth, Home Lending, and Business Banking partners, and educate customers about digital banking options.
- Resolve account inquiries and service requests while maintaining accurate documentation and meeting 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 resolve issues.
- 1+ year building and maintaining effective relationships with customers and partners.
- Required FINRA and state insurance licenses, SAFE registration, and other applicable qualifications within specified timeframes.
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