Relationship Banker Limonite & Clay

Wells Fargo•Riverside, CA

1d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) to join its National Branch Network, focusing on trusted advice, disciplined growth, and long-term customer relationships. This role serves customers across all segments, including affluent customers, acting as the primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach. The Relationship Banker helps customers achieve their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. Additionally, the role supports daily banking activities such as opening accounts, handling service requests, and ensuring a seamless customer experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers build credibility and loyalty through curious and insightful discovery conversations, fostering enduring customer partnerships. They work in a collaborative branch environment, supported by the Wells Fargo brand and ongoing coaching, and partner with colleagues to meet customer needs through appropriate referrals. Success is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards behaviors that create meaningful customer value and support customers in making informed financial decisions. This position is ideal for professionals aspiring to a long-term career in financial services, seeking to deepen consultative expertise, and support customers with evolving financial needs. The Relationship Banker LP (license pending) role is a temporary position until the employee successfully completes licensing and SAFE requirements, after which they transition to the permanent Relationship Banker (SAFE) role. Employees hired into the LP role will participate in the Branch Network Licensed Banker program.

Requirements

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ year of building and maintaining effective relationships with customers and partners

Nice To Haves

Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
Knowledge of book of business management practices, 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
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
Successfully completed Financial Industry Regulatory Authority (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 a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes