Relationship Banker North County LA

Wells Fargo & Company•Santa Clarita, CA

5d•$27 - $41•Onsite

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 customers across all segments, including affluent customers, addressing everyday banking needs and helping customers make progress toward financial goals. Through scheduled appointments, lobby engagement, proactive outreach, planning, digital engagement, and customized deposit, credit, and investment solutions, the banker builds trusted, long-term customer relationships. The role also supports everyday banking activities such as opening accounts and handling service requests, while providing a seamless customer experience. The banker works in a collaborative branch environment, building credibility and loyalty through discovery conversations and partnering with colleagues across Wealth, Home Lending, and Business Banking to meet customer needs through appropriate referrals. Success depends on relationship-building, proactive engagement, risk-aware execution, and effective collaboration. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Upon successful completion, the employee transitions to the Relationship Banker (SAFE) role and may participate in the Branch Network Licensed Banker program if not fully licensed. This position 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.
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 FINRA-recognized equivalents, and State Insurance license(s), active or completed within a designated timeframe.
For FINRA qualification examinations earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or equivalent examination is required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Must meet applicable enhanced financial fitness and criminal background standards, as well as Loan Originator and CFPB requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
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 across deposits, lending, and investments.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to encourage digital adoption by educating customers about self-service and mobile banking options.
Clear and confident communication, empathetic listening, and the 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.
Coordinate warm introductions and partner with professionals across Wealth, Home Lending, and Business Banking, setting expectations and taking ownership of qualified opportunities through to closure.
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 strong risk and control outcomes.
Support applicable risk programs and comply with Wells Fargo policies and procedures, including timely escalation and remediation of issues.