Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Long Beach ▼
Lynwood
Bellflower
Carson
Cerritos
Lakewood
Norwalk
Signal Hill

Category:
Banking

Contract Type:
Employment contract

Salary:

27.00 - 41.00 USD / Hour

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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 full-service banking experience 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 full-service banking experience
Present recommendations for resolving inquiries and service requests
Open and service accounts within authorized limits
Provide information to internal partners and external sources
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 helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
FINRA Series 6 and Series 63 examinations (or recognized equivalents)
State Insurance license(s)
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
SAFE registration

Nice to have:

Successfully completed FINRA Series 6 and Series 63 examinations
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proactive sourcing, acquiring, building, and maintaining relationships with customers and colleagues
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
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Business acumen for financial services consultation to small business customers
Knowledge of financial services consumer lending products
Ability to educate customers on digital banking options

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
August 22, 2025

Expiration:
September 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker