Relationship Banker Sepulveda & Victory

Wells Fargo•Los Angeles, CA

9d•$27 - $41

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 consumer and business customers, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. Relationship Bankers help customers work toward financial goals through discovery conversations, planning, digital engagement, and tailored deposit, credit, and investment solutions. They also assist with account openings and service requests, and collaborate with colleagues to connect customers with appropriate solutions across Wealth, Home Lending, and Business Banking. The position emphasizes building customer trust and loyalty, developing long-term relationships, managing a portfolio, encouraging digital banking adoption, and delivering a seamless customer experience. Strong risk management, accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations are essential. The Relationship Banker LP (license pending) position is temporary until required licensing and SAFE requirements are completed, after which the employee transitions to the Relationship Banker (SAFE) role. The role is not eligible for visa sponsorship.

Requirements

At least 2 years of customer service experience, or equivalent experience demonstrated through work, 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 (or FINRA-recognized equivalents) and State Insurance license(s), active or completed within a designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is required within a specified period for hires in listed states, subject to applicable state regulations.
SAFE registration is required at employment; Wells Fargo will initiate the process after the start date.
Must meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB requirements.
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.
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 recommend tailored banking and credit strategies across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking colleagues by coordinating warm introductions, setting expectations, and taking 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.
Follow applicable risk programs and policies, fulfill risk and compliance obligations, and support effective issue remediation and risk decisions.