Relationship Banker East Palmdale

Wells Fargo Bank•Palmdale, CA

About The Position

Wells Fargo is seeking 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, supporting 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, as well as account opening and service-request support. The position focuses on building trusted, lasting customer relationships through discovery conversations, proactive engagement, and collaboration with colleagues. Relationship Bankers partner with professionals in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role also promotes digital banking, resolves service issues within authorized limits, and follows risk, documentation, and regulatory requirements. The Relationship Banker LP (license pending) role is temporary until the employee completes the 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 of licensing, they transition to the Relationship Banker (SAFE) role. Required FINRA and state insurance licenses must be active or obtained within a designated timeframe and maintained 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 role may include incentive opportunities in addition to base pay.

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, demonstrated through work or military experience.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; maintaining required licenses is necessary for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
FINRA Series 65 (or equivalent) is 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 current state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Meet enhanced financial fitness and criminal background standards. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies related to financial responsibility, character, fitness, and criminal background; a credit report may be reviewed and additional ongoing screening may apply.
Ability to work a schedule that includes most Saturdays.

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 adoption of self-service and mobile banking options.
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.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into closed 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.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations to support effective risk controls.
Support everyday banking activities, including opening accounts and handling service requests.
Meet a schedule that includes most Saturdays.