Relationship Banker - Santa Paula

Wells Fargo Bank•Santa Paula, CA

7d•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker 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 tailored deposit, credit, and investment solutions, while also opening accounts and handling service requests. The Relationship Banker builds trust and long-term customer relationships through discovery conversations, proactive engagement, and collaboration with colleagues and partners in Wealth, Home Lending, and Business Banking. The role operates in a collaborative branch environment with ongoing coaching and is intended for professionals seeking to build a career in financial services and develop consultative expertise as customer needs become more complex. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Employees in that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successfully completing the requirements.

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 licenses must be active or completed within a designated timeframe; required licenses must be maintained for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
In specified states, FINRA Series 65 or an equivalent examination is required within a specified period; requirements may change based on state regulations.
SAFE registration is required at the time of 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 Wells Fargo standards relating to financial responsibility, character, fitness, and criminal background.
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, documentation of planning conversations, and consistent follow-through to drive 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 digital adoption by educating customers about self-service and mobile banking.
Clear, 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, increase retention, and support balanced growth across deposits, lending, and investments.
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking colleagues, setting clear expectations and taking ownership of qualified opportunities through to closure.
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 in a timely manner, and follow applicable policies and regulations to support strong risk and control outcomes.
Follow applicable risk and compliance programs, policies, and procedures; fulfill risk and compliance obligations; and support issue escalation and remediation.