Relationship Banker - Santa Paula

Wells Fargo•Santa Paula, CA

8d•$27 - $41•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The banker serves as a primary contact for customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also handling account openings and service requests. The banker builds trust and long-term relationships through discovery conversations and collaborates with branch colleagues and partners in Wealth, Home Lending, and Business Banking to provide appropriate referrals and integrated solutions. This position is intended for professionals seeking a long-term career in financial services and the opportunity to develop consultative expertise as customers’ needs become more complex. A Relationship Banker LP (license pending) position is temporary until the employee completes licensing and SAFE requirements. Employees who complete these requirements transition to the Relationship Banker (SAFE) role; those hired without full licenses participate in the Branch Network Licensed Banker program. The role requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration. Some states also require Series 65 or an equivalent within a specified period. Required FINRA licenses must be obtained and maintained for continued employment. The position is not eligible for visa sponsorship. The advertised base pay range is $27.00–$41.00; employees may also be eligible for incentive opportunities.

Requirements

At least 2 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
At least 1 year of assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
At least 1 year of 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.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
SAFE registration at the time of employment; Wells Fargo initiates the registration process after the start date.
For specified states, FINRA Series 65 or an equivalent examination within a specified period; requirements may change with state regulations.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
Ability to work a schedule that includes most Saturdays.

Nice To Haves

Ability to source, acquire, and deepen customer 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.
Experience assessing customer needs and recommending products and services to consumer and business customers.
Ability to promote customer use of 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.
Successful completion of FINRA Series 6 and Series 63 (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Acquire, manage, and grow a portfolio of consumer and business customer relationships.
Conduct discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking professionals to coordinate warm introductions, set expectations, and follow through on qualified opportunities.
Educate customers about self-service and mobile banking options to encourage digital adoption.
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 follow applicable policies and regulations.
Work a schedule that includes most Saturdays.