Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Ventura ▼
Oxnard
Ojai
Port Hueneme
Santa Paula
Fillmore

Category:
Banking

Contract Type:
Employment contract

Salary:

27.00 - 41.00 USD / Hour

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Job Description:

Relationship Banker position with Wells Fargo in the National Branch Network as part of the Consumer, Small & Business Banking division. Employees start as Relationship Banker LP (SAFE) and transition to Relationship Banker (SAFE) role upon required licensing and SAFE registration. The role involves building customer relationships, offering banking products and services, and providing full-service banking experience.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking deposit and credit products
Analyze tactical business challenges related to full-service banking
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
Successfully completed FINRA Series 6 and Series 63 examinations (or recognized equivalents)
State Insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships
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/services
Experience using business acumen to provide financial services consultation
Knowledge of financial services consumer lending products
Ability to educate customers on technology and mobile banking
Ability to interact with integrity and professionalism
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or must complete within specified period)
For certain states, FINRA Series 65 examination required
SAFE registration at time of employment
Meet Consumer Financial Protection Bureau qualification requirements
No Visa sponsorship eligibility

Nice to have:

Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products/services
Experience using business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products

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