Relationship Banker East Palmdale

Wells Fargo•Palmdale, CA

4d•$27 - $41

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, addressing everyday banking needs and helping customers work toward financial goals through appointments, lobby engagement, proactive outreach, planning, digital engagement, and customized deposit, credit, and investment solutions. The banker also supports account opening and service requests, providing a seamless banking experience and building customer credibility and loyalty through discovery conversations and ongoing partnerships. The position works collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to meet customer needs through appropriate referrals and integrated solutions. The Relationship Banker LP (license pending) position is temporary until the employee completes licensing and SAFE requirements; successful completion leads to transition to the Relationship Banker (SAFE) role. Employees hired into the LP role who are not fully licensed 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 the time of employment, with Wells Fargo initiating the process after the start date. Additional financial fitness, criminal background, and loan-originator requirements apply. The position is not eligible for visa sponsorship. The listed base pay range is $27.00–$41.00; employees may also be eligible for incentives.

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. 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 the states listed in the posting, subject to the stated Wyoming exception and applicable state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment; enhanced financial fitness and criminal background standards apply.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards; a credit report may be reviewed and ongoing screening may apply.
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 drive retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to champion digital adoption by educating customers on self-service and mobile banking options.
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 recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to promote digital adoption, 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 adhere to policies and regulations to support strong risk and control outcomes.
Follow applicable risk programs, policies, procedures, and compliance obligations; monitor, identify, escalate, and remediate issues as appropriate.