Relationship Banker - Citrus Plaza

Wells Fargo Bank•Redlands, CA

2d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, addressing everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting account openings and service requests. The Relationship Banker builds trust and long-term customer relationships through discovery-led conversations, proactive engagement, and appropriate referrals. Working collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking, the banker coordinates integrated solutions and takes ownership of qualified opportunities. The role also promotes digital banking, resolves customer inquiries within authorized limits, and maintains accurate documentation and compliance with applicable policies and regulations. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program; after successful completion, they transition to the Relationship Banker (SAFE) role. Required FINRA and state insurance licenses must be active or obtained within the designated timeframe, and maintaining required licenses is necessary for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. The position is not eligible for visa sponsorship. The position is based at 27480 Lugonia Ave, Redlands, California. The base pay range is $27.00–$41.00, with possible incentive opportunities. Pay may vary based on factors such as performance, skills, experience, and work location. The posting end date is November 13, 2026, though the posting may close earlier due to applicant volume.

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, demonstrated through work or military experience.
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 the listed states, FINRA Series 65 or an equivalent examination is required within a specified period, subject to state regulations; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Obtain and maintain required FINRA licenses for continued employment; SAFE registration is required at employment.
Meet enhanced financial fitness and criminal background standards; additional screening may apply.
Loan Originators must meet LO/CFPB requirements and Wells Fargo standards relating to financial responsibility, character, fitness, and criminal background.
The role is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer 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 needs and recommending products and services for consumer and business customers.
Ability to promote digital adoption by educating customers about self-service and mobile banking.
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 provide tailored banking and credit strategies that strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through to completion.
Educate customers about 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 follow applicable policies and regulations to support effective risk controls.
Open accounts and support everyday banking activities and service requests.
Follow Wells Fargo risk and compliance programs, policies, and procedures; fulfill risk obligations and escalate and remediate issues in a timely and effective manner.