Relationship Banker - LA Main

Wells Fargo Bank•Los Angeles, CA

2d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary contact for customers across all segments, including affluent customers, supporting everyday banking needs and helping customers make progress toward financial goals. Through scheduled appointments, lobby engagement, and proactive outreach, the banker conducts discovery conversations and provides customized deposit, credit, and investment solutions, along with account opening and service support. The Relationship Banker builds customer trust and long-term relationships through consultative advice, digital engagement, and collaboration with colleagues across Wealth, Home Lending, and Business Banking. The role involves managing customer relationships, coordinating referrals and follow-through, resolving service requests, and maintaining accurate documentation and sound risk practices. The Relationship Banker LP (license pending) designation is temporary until required licensing and SAFE requirements are successfully completed, after which the employee transitions to the Relationship Banker (SAFE) role.

Requirements

At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 examinations, or recognized equivalents, and State Insurance license(s), active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in specified states, a FINRA Series 65 or equivalent examination is required within a specified period, subject to state regulations.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and applicable company policies.
This position is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing customer needs and recommending products and services for consumer and business customers.
Ability to promote adoption of self-service and mobile banking options.
Clear and confident communication, empathetic listening, and ability to build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Completed FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State Insurance license(s).

Responsibilities

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 professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and establish follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations to support strong risk and control outcomes.