Wells Fargo
Relationship Banker Marin County District
NOVATO, CA +8 · Full-time · Posted Oct 16, 2026
- Location
- NOVATO, CA
PETALUMA, CA
MILL VALLEY, CA
BELVEDERE, CA
SAN RAFAEL, CA
POINT REYES STATION, CA
CORTE MADERA, CA
SAN ANSELMO, CA
LARKSPUR, CA - Experience
- 2+ years of customer service experience; 1+ year assessing and meeting customer needs or resolving issues; 1+ year building and maintaining relationships.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Build and manage customer relationships in a branch by assessing financial goals, recommending banking and credit solutions, resolving service needs, and coordinating referrals to partner teams.
What you'll do
- Acquire, manage, and grow consumer and business customer relationships through outreach and discovery conversations.
- Recommend tailored banking and credit solutions and coordinate referrals with Wealth, Home Lending, and Business Banking.
- Handle account inquiries, promote digital banking, and follow risk, documentation, 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 SAFE registrations and licenses must be active or completed within the designated timeframe.
Nice to have
- 1+ year of financial services experience in consumer, home lending, business banking, or investments.
- Series 6 and Series 63 (or FINRA-recognized equivalents), State Insurance license(s), and applicable Series 65 qualification.
Pay
$27.00 - $41.00 (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