Relationship Banker Victoria Gardens

Wells Fargo Bank•Rancho Cucamonga, CA

1d•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for customers across all segments, including affluent customers, supporting everyday banking needs through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals through planning, digital engagement, and tailored deposit, credit, and investment solutions, while also opening accounts and handling service requests. The Relationship Banker builds customer trust and loyalty through discovery-driven conversations, proactive engagement, and long-term relationship management. Working collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking, the banker coordinates referrals and integrated solutions. The role also promotes digital banking, resolves inquiries within authorized limits, documents actions, follows up with customers, and supports sound risk and compliance outcomes. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. After successful completion, employees transition to the Relationship Banker (SAFE) role.

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, demonstrated through work or military experience.
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 (or FINRA-recognized equivalents) and 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.
For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 (or equivalent) is also required within a specified period, subject to applicable state regulations; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
SAFE registration is required at employment; Wells Fargo initiates the registration process after the employee's start date.
Meet enhanced financial fitness and criminal background standards; FINRA review begins after an offer is accepted.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, and additional ongoing screening may apply.
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 practices, documentation of 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 communicate clearly and confidently, listen with empathy, and 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 recommend 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 expectations, and take ownership of qualified opportunities through completion.
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.
Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Support everyday banking activities, including opening accounts and handling customer service requests.
Follow applicable risk and compliance programs, policies, and procedures; identify, escalate, and remediate issues as appropriate.