Wells Fargo
Relationship Banker-Chestnut
SOUTH SAN FRANCISCO, CA · Full-time · Posted Oct 29, 2026
- Experience
- 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 resolving issues; 1+ year building and maintaining customer and partner relationships. Financial services experience of 1+ year is desired.
- Visa sponsorship
- This position is not eligible for Visa sponsorship
About the job
Manages customer relationships in a bank branch by identifying financial needs, recommending banking and credit solutions, handling service requests, and coordinating referrals to other Wells Fargo teams.
What you'll do
- Acquire and grow consumer and business customer relationships through outreach and discovery conversations.
- Recommend tailored deposit, credit, and investment solutions and coordinate referrals with Wealth, Home Lending, and Business Banking.
- Support account servicing, digital banking adoption, and 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.
- Meet required FINRA, state insurance, and SAFE registration requirements within applicable 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