Wells Fargo
Relationship Banker Sierra Valley District
PLACERVILLE, CA +8 · Full-time · Posted Oct 26, 2026
- Location
- PLACERVILLE, CA
FOLSOM, CA
SHINGLE SPRINGS, CA
EL DORADO HILLS, CA
ORANGEVALE, CA
RANCHO CORDOVA, CA
SACRAMENTO, CA
CITRUS HEIGHTS, CA
COOL, CA - Experience
- 2+ years of customer service experience; 1+ year assessing and meeting customer needs or helping with issue resolution; 1+ year building and maintaining customer and partner relationships. Customer service experience may be demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Manages customer relationships at a bank branch by understanding financial goals, recommending tailored banking solutions, and coordinating services and referrals.
What you'll do
- Acquire, manage, and grow consumer and business customer relationships through proactive engagement and discovery conversations.
- Recommend banking and credit strategies and coordinate referrals with Wealth, Home Lending, and Business Banking partners.
- Handle account inquiries and service requests, promote digital banking, and follow risk, documentation, 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.
- Required FINRA examinations and state insurance license(s), active or completed within a designated timeframe; 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