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Wells Fargo

Diversified financial services: banking, lending, investments

Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USAIn-person

About the Job

Requirements

  • At least 2 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 1 year of experience assessing and meeting customer needs or helping resolve issues, demonstrated through work or military experience.
  • At least 1 year of experience building and maintaining effective relationships with customers and partners.
  • The role requires FINRA Series 6 and Series 63 examinations or recognized equivalents, and state insurance licenses; these must be active or completed within a designated timeframe.
  • For employees hired in specified states, FINRA Series 65 or an equivalent examination is also required within a specified period, subject to state regulatory requirements.
  • For FINRA qualifications earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • Required FINRA licenses must be obtained and maintained for continued employment.
  • Employees must meet enhanced financial fitness and criminal background standards.
  • SAFE registration is required at employment; loan originators must meet Loan Originator and Consumer Financial Protection Bureau requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards. Additional screening may apply.
  • Ability to work a schedule that includes most Saturdays.

Responsibilities

  • Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
  • Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking ownership to convert qualified opportunities into closed outcomes.
  • Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong control outcomes.
  • Serve as the primary point of contact for everyday banking needs, products, and services through scheduled appointments, lobby engagement, and proactive outreach.
  • Help customers make progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions.
  • Open accounts, handle service requests, and deliver a seamless everyday banking experience.
  • Build customer credibility and loyalty by turning discovery conversations into long-term partnerships and making appropriate referrals with colleagues.

Desired Qualifications

  • Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
  • Knowledge of book-of-business management practices, documenting planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
  • Experience assessing customer needs and recommending products and services for consumer and business customers.
  • Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust.
  • At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
  • Successful completion of FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient to qualify for immediate FINRA registration.
  • State insurance licenses.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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