Relationship Banker - Citrus Plaza

Wells Fargo•Redlands, CA

3d•$27 - $41•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The role serves as the primary point of contact for customers across all segments, including affluent customers, addressing everyday banking needs 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, while also supporting everyday banking activities such as opening accounts and resolving service requests. The Relationship Banker builds customer credibility and loyalty through discovery conversations, proactive engagement, and long-term relationship management. Working in a collaborative branch environment, the banker partners with colleagues across Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and deliver integrated customer solutions. The role requires sound judgment, accurate documentation, adherence to policies and regulations, and timely escalation of issues. The Relationship Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE requirements. Upon successful completion, the employee transitions to the Relationship Banker (SAFE) role. The position requires active or timely completion of specified FINRA and state insurance licenses, as well as SAFE registration. It 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 customer issues.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
FINRA Series 6 and Series 63 examinations, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
Securities Industry Essentials (SIE) exam if applicable to FINRA qualification examinations earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period if hired in a listed state, subject to state requirements and exceptions.
SAFE registration at the time of employment; Wells Fargo initiates the registration process after the start date.
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.
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, documenting planning conversations, and consistent follow-through to drive 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 promote digital adoption by educating customers on self-service and mobile banking.
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 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, improve retention, and support balanced growth across deposits, lending, and investments.
Partner with Wealth, Home Lending, and Business Banking colleagues to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to 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.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control requirements.
Work a schedule that includes most Saturdays.