Relationship Banker Vineland Avenue - Studio City, CA

Wells Fargo•Los Angeles, CA

3d•$27 - $41•Onsite

About The Position

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. The position serves as a primary 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 resolving service requests. The role focuses on building trusted, long-term customer relationships through discovery conversations, proactive engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. The Relationship Banker promotes digital banking, provides appropriate referrals, and helps deliver a seamless customer experience while following applicable risk, control, and compliance requirements. The Relationship Banker LP (license pending) designation is temporary until the employee completes licensing and SAFE requirements. Employees in that designation participate in the Branch Network Licensed Banker program and transition to the Relationship Banker (SAFE) role after successful completion. Required licenses must be maintained for continued employment. This position is not eligible for visa sponsorship.

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 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; the SIE is also required for relevant FINRA qualification exams earned after September 30, 2018.
For hires in specified states, FINRA Series 65 or equivalent is also required within a specified period, subject to applicable state requirements.
SAFE registration is required at employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies.
Meet enhanced financial fitness and criminal background standards.
Obtain and maintain required FINRA licenses as a condition of continued employment.

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 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 encourage digital adoption by educating customers about self-service and mobile banking.
Clear, 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.
Completed 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, 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 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 set follow-up plans.
Follow policies and regulations, document accurately, use sound judgment, and escalate issues in a timely manner to support risk and compliance outcomes.
Execute applicable risk programs and obligations, including monitoring, identifying, escalating, and remediating issues.