Talent.com
Branch Small Business Banker (SAFE)

Branch Small Business Banker (SAFE)

Wells FargoSan Marcos, CA, United States
11 hours ago
Job type
  • Full-time
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. Living the Well Life () means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 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 Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com () .

In this role, you will :

Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.

Service business customers with their business needs in a branch environment

Carry out business banking focused functions over the phone

Present recommendations for resolving more complex situations

Provide information to colleagues, internal partners, and stakeholders, including customers

Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank

Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments

Participate in community organizations and build relationships with centers of influence

Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol

Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers

Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations

This SAFE position has customer contact and job duties which may include the offering / negotiating of terms and / or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Required Qualifications :

  • 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education.

Desired Qualifications :

1+ year of experience managing a dedicated book of small business customers across assigned territory

Knowledge and understanding of book of business

Experience using strong business acumen to provide financial services consultation to small business customers

Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products

Customer service focus with experience handling complex transactions across multiple systems

Experience building and maintaining effective relationships with customers and internal partners

Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Knowledge and understanding of retail compliance controls, risk management, and loss prevention

Ability to educate and connect customer to technology and share the value of mobile banking options

Ability to interact with integrity and professionalism with customers and employees

High motivation with ability to successfully meet team objectives while maintaining individual performance

Experience mentoring and peer-coaching others

Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners

Job Expectations :

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
  • Locations :

  • 1000 W San Marcos Blvd., SAN MARCOS, CA 92078
  • Location Disclaimer : Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.

    Pay Range

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $28.00 - $44.00

    Benefits

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs () for an overview of the following benefit plans and programs offered to employees.

    Health benefits

    401(k) Plan

    Paid time off

    Disability benefits

    Life insurance, critical illness insurance, and accident insurance

    Parental leave

    Critical caregiving leave

    Discounts and savings

    Commuter benefits

    Tuition reimbursement

    Scholarships for dependent children

    Adoption reimbursement

    Posting End Date : 14 Nov 2025

  • Job posting may come down early due to volume of applicants.
  • We Value Equal Opportunity

    Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo () .

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace. Please see our 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-503399

    Create a job alert for this search

    Banker Branch • San Marcos, CA, United States

    Related jobs
    • Promoted
    Universal Banker Scripps Ranch

    Universal Banker Scripps Ranch

    Dexian - DISYSPoway, CA, United States
    Full-time
    We're looking for an experienced, relationship-driven.This is an exciting opportunity for a seasoned banking professional who thrives in a fast-paced retail environment-someone who delivers excepti...Show moreLast updated: 17 days ago
    • Promoted
    Bank Teller

    Bank Teller

    TradeJobsWorkForce92175 San Diego, CA, US
    Full-time
    Serves customers by completing account transactions.Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night ...Show moreLast updated: 30+ days ago
    • Promoted
    Customs and Border Protection Officer - Experienced - Location incentives

    Customs and Border Protection Officer - Experienced - Location incentives

    U.S. Customs and Border ProtectionTecate, CA
    Full-time
    Customs and Border Protection Officer (CBPO).Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of high...Show moreLast updated: 30+ days ago
    • Promoted
    Branch Relationship Banker - Alpine, CA

    Branch Relationship Banker - Alpine, CA

    BankTalent HQAlpine, CA, United States
    Full-time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 30+ days ago
    • Promoted
    Branch Manager (Business Development Focused)

    Branch Manager (Business Development Focused)

    First Citizens BankLa Jolla, CA, US
    Full-time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Small Business Banking Analyst - Summer 2026

    Small Business Banking Analyst - Summer 2026

    axosbank.comSan Diego, CA, United States
    Full-time
    Small Business Banking Analyst - Summer 2026 internship at Axos Bank.Two SBB Analyst Internship positions available.Join Axos Banks immersive 12-week Summer Internship Program to gain hands-on expe...Show moreLast updated: 9 hours ago
    • Promoted
    Bank Teller

    Bank Teller

    TradeJobsWorkforce92162 San Diego, CA, US
    Full-time
    Bank Teller Openings - Looking for candidates locally The Teller role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals.The ...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Banker

    Investment Banker

    TradeJobsWorkForce92152 San Diego, CA, US
    Full-time
    Investment Banker Job Duties : Issues debt and sells equity to raise capital for clients.Conducts re...Show moreLast updated: 30+ days ago
    • Promoted
    Customs and Border Protection Officer - Experienced

    Customs and Border Protection Officer - Experienced

    U.S. Customs and Border ProtectionTecate, CA, United States
    Full-time
    Customs and Border Protection Officer (CBPO).Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of high...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Branch Small Business Banker (SAFE)

    Branch Small Business Banker (SAFE)

    Wells FargoSan Diego, CA, United States
    Full-time
    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 ...Show moreLast updated: 11 hours ago
    • Promoted
    Business Banking Relationship Manager (SB)

    Business Banking Relationship Manager (SB)

    Bank of AmericaCarlsbad, CA, United States
    Full-time
    Business Banking Relationship Manager (SB).To proceed with your application, you must be at least 18 years of age.To proceed with your application, you must be at least 18 years of age.At Bank of A...Show moreLast updated: 1 day ago
    • Promoted
    Bank Teller Level 1

    Bank Teller Level 1

    TEKsystemsOceanside, CA, US
    Full-time
    TEKsystems is hiring an entry-level MSR I to start with a Fortune 100 Financial Institution in Oceanside, CA 92054.To provide members and prospective members the full range of products and services...Show moreLast updated: 9 days ago
    • Promoted
    Relationship Banker - Downtown San Diego, CA

    Relationship Banker - Downtown San Diego, CA

    BankTalent HQSan Diego, CA, United States
    Full-time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 30+ days ago
    • Promoted
    Banker Positions

    Banker Positions

    Poppy BankCarlsbad, CA, United States
    Full-time
    Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecti...Show moreLast updated: 8 days ago
    • Promoted
    Counter Sales

    Counter Sales

    AC ProTemecula, CA , US
    Full-time
    Delivers premier, front line customer service by greeting, providing information, answering questions and / or offering assistance to customers, vendors and general public. Responds to and provides cu...Show moreLast updated: 30+ days ago
    • Promoted
    Teller

    Teller

    TradeJobsWorkforce92182 San Diego, CA, US
    Full-time
    Bank Teller Openings - Looking for candidates locally The Teller role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals.The ...Show moreLast updated: 30+ days ago
    • Promoted
    Business Banker

    Business Banker

    First Citizens BankSan Diego, CA, US
    Full-time
    What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our traditi...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Universal Banker Scripps Ranch

    Universal Banker Scripps Ranch

    DexianPoway, CA, United States
    Full-time
    We're looking for an experienced, relationship-driven.This is an exciting opportunity for a seasoned banking professional who thrives in a fast-paced retail environment-someone who delivers excepti...Show moreLast updated: 11 hours ago