Relationship Banker Ventura Corridor District

Wells Fargo & Company•Los Angeles, CA

6d•$27 - $41•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across segments, including affluent customers, as the primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers progress toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while supporting everyday banking activities such as opening accounts and handling service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, proactive engagement, and long-term relationship management. Working collaboratively in a branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. Success depends on strong relationship skills, customer outreach, and coordinated referrals that support informed financial decisions and a differentiated customer experience. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successful completion. The position requires FINRA Series 6 and Series 63 (or recognized equivalents), applicable state insurance licenses, and SAFE registration. Additional licensing requirements may apply depending on the state. The role is not eligible for Visa sponsorship. The position is associated with the Ventura Corridor District and may be based at one of the listed branches in Calabasas, Studio City, Woodland Hills, Encino, Van Nuys, Tarzana, or Sherman Oaks, subject to availability. The base pay range is $27.00–$41.00, and employees may also be eligible for incentive opportunities. The role includes a schedule that will include most Saturdays.

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 examinations, or FINRA-recognized equivalents, and applicable State Insurance license(s), active or completed within the designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or equivalent is required within a specified period for hires in the states listed in the posting; state requirements may change.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
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, documentation of 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 digital adoption by educating customers about self-service and mobile banking options.
Clear, 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 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 support balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
Educate customers on 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 set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Follow applicable risk programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations; and identify, escalate, and remediate issues.