Relationship Banker Victoria Gardens

Wells Fargo•Rancho Cucamonga, CA

2d•$27 - $41•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, for everyday banking needs, products, and services. Through scheduled appointments, lobby engagement, and proactive outreach, the banker helps customers work toward financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities, including opening accounts and handling service requests, while providing a seamless customer experience. Relationship Bankers build credibility and loyalty through discovery conversations and long-term customer partnerships. They work collaboratively in a branch, receive ongoing coaching, and partner with colleagues across Wealth, Home Lending, and Business Banking to address customer needs through appropriate referrals. Success relies on relationship-building, proactive engagement, and coordination with partners to provide a differentiated customer experience. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements. Upon successful completion, 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. The position requires obtaining and maintaining specified FINRA and state insurance licenses, SAFE registration, and compliance with applicable financial fitness, background, and loan-originator requirements. The 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 assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year building and maintaining effective relationships with customers and partners.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses must be 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 also required within a specified period for hires in the listed states, subject to applicable state requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Meet applicable enhanced financial fitness, criminal background, and loan-originator requirements, including Wells Fargo policies related to financial responsibility, character, and fitness.
The position is 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 customer needs and recommending products and services for consumer and business customers.
Ability to educate customers about self-service and mobile banking options to encourage digital adoption.
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.
Successful completion of 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.
Partner with professionals across Wealth, Home Lending, and Business Banking by coordinating warm introductions, 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 adhere to policies and regulations to support risk and control outcomes.
Follow applicable risk programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations and escalate and remediate issues in a timely manner.