Wells Fargo
Relationship Banker North Berkeley
BERKELEY, CA · Full-time · Posted Oct 26, 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 helping with issue resolution; 1+ year building and maintaining effective relationships with customers and partners.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Serves as a primary banking contact, building customer relationships and recommending tailored banking, credit, and investment solutions while handling service needs and risk controls.
What you'll do
- Acquire and grow consumer and business customer relationships through discovery conversations and proactive outreach.
- Coordinate referrals with Wealth, Home Lending, and Business Banking partners; promote digital banking and resolve account inquiries.
- Maintain accurate documentation, follow applicable policies, and escalate issues appropriately.
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 and state insurance licenses within designated timeframes; 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).
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