Relationship Banker, Wells Fargo

Wells Fargo

Location:
United States, Anaheim ▼
Garden Grove
Orange
Santa Ana
Tustin
Villa Park
Yorba Linda

Category:
Banking

Contract Type:
Employment contract

Salary:

27.00 - 41.00 USD / Hour

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Job Description:

Relationship Banker for Wells Fargo's National Branch Network serving customers in the Downtown Orange County District. Responsible for building customer relationships, assessing needs, offering banking products and services, and providing excellent customer service.

Job Responsibility:

Participate in building relationships with customers
Identify opportunities for offering Wells Fargo retail banking products
Analyze business challenges for emerging affluent customers
Present recommendations for resolving customer inquiries
Open and service accounts within authorized limits
Provide information to enhance customer experience
Connect customers with appropriate partners
Partner with financial advisors for investment needs
Provide self-service digital banking options

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)
Ability to work a schedule that may include most Saturdays

Nice to have:

Successfully completed FINRA Series 6 and Series 63 examinations
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
Experience mentoring and peer-coaching
Experience assessing customer needs and recommending products
Business acumen for small business consultation
Knowledge of financial services consumer lending products
Ability to educate customers on digital banking

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 27, 2025

Expiration:
September 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker