Relationship Banker - San Gabriel Branch

Wells Fargo Bank•San Gabriel, CA

5d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, helping with everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker supports customers’ financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions, as well as account opening and service requests. The position focuses on building trusted, long-term customer relationships through discovery conversations, proactive engagement, and appropriate referrals. It operates in a collaborative branch environment and partners with colleagues across Wealth, Home Lending, and Business Banking to coordinate integrated solutions. The role also promotes digital banking adoption and provides accurate, timely service while following risk, regulatory, and policy requirements. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements, after which the employee transitions 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. The position requires a schedule that includes most Saturdays. It is not eligible for visa sponsorship. The listed base pay range is $27.00–$41.00; pay may vary based on factors including performance, skills, experience, and work location. Employees may also be eligible for incentive opportunities.

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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
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, FINRA Series 65 (or equivalent) is required within a specified period; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
Ability to work a schedule that includes most Saturdays.
Must directly represent personal experience during recruitment and hiring and provide accurate information and supporting documentation for lawful employment and education verification.

Nice To Haves

Bilingual in Mandarin.
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 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.
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.
Completed 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 deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions, coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into outcomes.
Educate customers on 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 set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and comply with policies and regulations.
Support everyday banking activities, including opening accounts and handling service requests.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations and support monitoring, risk identification, escalation, and remediation.