Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Multiple locations in California (Studio City, Calabasas, Encino, Sherman Oaks, Tarzana, Van Nuys, Woodland Hills)

Category:
Banking

Contract Type:
Employment contract

Salary:

27.00 - 41.00 USD / Hour

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Job Description:

Relationship Banker position in Wells Fargo's National Branch Network as part of the Consumer, Small & Business Banking division. Employees will participate in building customer relationships, identifying banking product opportunities, and providing full-service banking experience to customers.

Job Responsibility:

Build relationships with customers and understand their needs
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze business challenges related to full-service banking for emerging affluent customers
Present recommendations for resolving customer inquiries and service requests
Open and service accounts within authorized limits
Create follow-up plans and scheduled customer contacts
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
FINRA Series 6 and Series 63 examinations (or equivalents)
State Insurance license(s)
Customer service focus with multi-system transaction experience
Proactive sourcing and 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 ability to meet team objectives
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 options
Ability to interact with integrity and professionalism

Nice to have:

FINRA Series 65 examination for specific states
Experience with small business customers
Current registration for FINRA Series 6 and Series 63

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:
August 28, 2025

Expiration:
September 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker