Relationship Banker Ventura Corridor District

Wells Fargo•Los Angeles, CA

4d•$27 - $41•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for customers across segments, including affluent customers, addressing everyday banking needs and helping customers work toward financial goals through appointments, lobby engagement, proactive outreach, digital engagement, and tailored deposit, credit, and investment solutions. The position also supports everyday banking activities such as opening accounts and handling service requests, while building customer trust and long-term relationships through discovery conversations and appropriate referrals. Relationship Bankers work collaboratively with branch colleagues and partners in Wealth, Home Lending, and Business Banking to deliver integrated customer solutions. The role requires proactive relationship development, clear documentation and follow-through, sound judgment, and compliance with policies and regulations. The Relationship Banker LP (license pending) role is temporary until licensing and SAFE requirements are completed; employees then transition 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 FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration. The Securities Industry Essentials (SIE) exam is also required for applicable FINRA qualifications earned after September 30, 2018. Series 65 or equivalent is required within a specified period in certain states. Required licenses must be maintained for continued employment. The position is not eligible for visa sponsorship. The schedule includes most Saturdays.

Requirements

At least 2 years of customer service experience, or equivalent demonstrated through work experience, 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.
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.
Securities Industry Essentials (SIE) exam for applicable FINRA qualification exams earned after September 30, 2018.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
FINRA Series 65 (or equivalent) within a specified period for hires in the listed states, subject to applicable requirements.
Ability to meet enhanced financial fitness and criminal background standards, and applicable loan originator requirements.
Required FINRA licenses must be obtained and maintained for continued employment.

Nice To Haves

Proven ability to source, acquire, and deepen 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 self-service and mobile banking to improve customer satisfaction, engagement, and service efficiency.
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, improve retention, and support balanced growth across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking professionals to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
Educate customers on 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 follow policies and regulations to support strong risk and control outcomes.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues effectively.