Relationship Banker Santa Ana, CA

Wells Fargo & Company•Santa Ana, CA

3d•$27 - $41•Onsite

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 their primary point of contact for everyday banking needs, products, and services. Through scheduled appointments, lobby engagement, and proactive outreach, the banker helps customers make progress toward financial goals by using planning, digital engagement, and customized deposit, credit, and investment solutions. The position also supports everyday banking activities, including opening accounts and handling service requests, while providing a seamless customer experience. The Relationship Banker builds credibility and loyalty through discovery conversations and long-term customer partnerships. Working in a collaborative branch environment, the banker partners with colleagues in Wealth, Home Lending, and Business Banking to meet customer needs through appropriate referrals and integrated solutions. Success depends on proactive customer engagement, relationship-building, and helping customers make informed financial decisions as their needs become more complex. The Relationship Banker LP (license pending) role is temporary until the employee completes licensing and SAFE requirements. Upon successful completion, the employee transitions to the Relationship Banker (SAFE) role and, if not fully licensed, participates in the Branch Network Licensed Banker program. Required FINRA licenses and state insurance licenses must be active or completed within a designated timeframe, and maintaining required licenses is necessary for continued employment. SAFE registration is required at employment. The role 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, 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 licenses must be active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the listed states, subject to current state regulations.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards; loan originators must meet LO/CFPB requirements and Wells Fargo policies.
This 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 consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services to consumer and business customers.
Ability to promote digital adoption by educating customers on self-service and mobile banking.
Clear and 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 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 strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into completed outcomes.
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 issue escalation, and adherence to policies and regulations.
Follow applicable risk programs, policies, procedures, and compliance obligations; monitor and escalate risks and issues and support remediation.