Relationship Banker - San Gabriel Branch

Wells Fargo•San Gabriel, CA

6d•$27 - $41

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, while also opening accounts and handling service requests. The position focuses on building credibility, loyalty, and long-term customer relationships through discovery conversations, proactive engagement, and collaboration with colleagues. The banker partners with Wealth, Home Lending, and Business Banking professionals to coordinate appropriate referrals and deliver integrated customer solutions. The role is based in a collaborative branch environment and includes ongoing coaching. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements, after which the employee transitions to the Relationship Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be active or completed within a designated timeframe and maintained for continued employment. SAFE registration is required at employment. The role is subject to enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship.

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 (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 also required within a specified period for hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, subject to state regulations and the stated Wyoming referral-only exception.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date. Loan Originators must meet LO/CFPB requirements and applicable Wells Fargo policies and standards.
This position is not eligible for visa sponsorship.

Nice To Haves

Bilingual ability in Mandarin.
Proven 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 digital adoption by educating customers about self-service and mobile banking options.
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Successful completion of FINRA Series 6 and Series 63 examinations (or FINRA-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 that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through to outcomes.
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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and identify, escalate, and remediate issues in a timely manner.