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Relationship Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Torrance

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

27.00 - 41.00 USD / Hour

Job Description:

Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. This role involves building customer relationships, identifying banking product opportunities, analyzing business challenges, and providing comprehensive financial services to customers.

Job Responsibility:

  • Participate in building relationships with customers
  • Identify opportunities for offering Wells Fargo retail banking deposit and credit products
  • Analyze tactical business challenges for emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests
  • Open and service accounts within authorized limits
  • Provide information to internal partners to enhance customer experience
  • Identify opportunities to leverage partners and connect customers
  • Partner with financial advisors for investment or retirement needs
  • Provide self-service digital banking options to customers

Requirements:

  • 2+ years of customer service experience
  • 1+ year of assessing and meeting customer needs or issue resolution
  • 1+ year of building and maintaining effective relationships with customers and partners
  • Successfully completed FINRA Series 6 and Series 63 examinations (or equivalents)
  • State Insurance license(s)
  • Customer service focus with multi-system transaction experience
  • Proactive relationship building skills
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge of book of business processes
  • Ability to be proactive, innovative, and creative
  • Ability to make client calls and participate in sales development
  • Knowledge of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with team and individual performance focus
  • Experience mentoring and peer-coaching
  • Experience assessing customer needs and recommending products
  • Business acumen for financial services consultation
  • Knowledge of financial services consumer lending products
  • Ability to educate customers on mobile banking technology
  • Ability to interact with integrity and professionalism
  • Ability to work Saturdays
  • Adherence to sales practices risk management culture
  • FINRA registration and ongoing compliance
  • SAFE registration
  • Meeting financial responsibility and credit fitness standards

Nice to have:

  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Experience mentoring and peer-coaching
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
September 08, 2025

Expiration:
September 11, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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