Relationship Banker Costa Mesa

Wells Fargo•Huntington Beach, CA

1d•$27 - $41

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves customers across all segments, including affluent customers, as a primary point of contact for everyday banking needs, products, and services. Through scheduled appointments, lobby engagement, and proactive outreach, the banker helps customers work toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. The role also supports everyday banking activities, including opening accounts and handling service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, consultative advice, and long-term partnerships. The position works collaboratively with branch colleagues and partners across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role also promotes digital banking, resolves service inquiries within authorized limits, and follows risk, documentation, policy, and regulatory requirements. The Relationship Banker LP (license pending) role is temporary until the employee successfully completes licensing and SAFE requirements, after which 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. Required licenses must be maintained for continued employment. The position is not eligible for visa sponsorship.

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 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. The SIE exam is also required for FINRA qualifications earned after September 30, 2018.
FINRA Series 65 or equivalent examination within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee's start date.
Must meet enhanced financial fitness and criminal background standards, along with applicable loan originator requirements.
The position is not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documentation of planning conversations, and follow-through to drive retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services to consumer and business customers.
Ability to educate customers on self-service and mobile banking options.
Clear, confident communication, empathetic listening, and an 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 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 provide tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through closure.
Educate customers about self-service and mobile banking options to promote digital adoption, 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 applicable policies and regulations.
Support customer relationships through planning, everyday banking activities, account opening, and appropriate product and service referrals.