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WF
Wells Fargo
Relationship Banker - Central Coast District
Career Insights for Personal Banker
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Scorecard
Based on California data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$77,985 / year median in California
-22% projected decline
Job Description
Why Wells Fargo:
- Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader
- we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job
- it's about finding all of the elements to help you thrive, in one place.
- Wells Fargo once again ranked in the top three
- making us the #1 financial services employer
- on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
- About this role:
- Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success.
- In this role you will:
- + Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships + Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments + Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes + Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency + Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease + Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes + The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements.
Required Qualifications:
- + 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience + 1+ year of building and maintaining effective relationships with customers and partners •
Desired Qualifications:
- + Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience + Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments + Experience assessing needs and recommending products and services for consumer and business customers + Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency + Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others + 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration + State Insurance license(s) •
Job Expectations:
- + Ability to work a schedule that will include most Saturdays + This role requires FINRA
- Series 6,
- Series 63
- (or FINRA recognized equivalents), and
- State Insurance license(s)
- which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the
- Securities Industry Essentials (SIE)
- exam is also required + For the following states where hired,
- FINRA Series 65
- (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY.
- Pay Range
- Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $27.00
- $41.00
- Benefits
- Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits
- Wells Fargo Jobs (https://www.
Posting End Date:
- 22 Sep 2026
- _Job posting may come down early due to volume of applicants._
- We Value Equal Opportunity
- Wells Fargo is an equal opportunity employer.
- Applicants with Disabilities
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
- Drug and Alcohol Policy
- Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
- a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number:
- R-571572