Relationship Banker

Wells Fargo

. Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships .

Posted 9/25/2026full-timeSanta Clarita • California • United StatesJuniorMid-Level💰 $27 - $41 per hourWebsite

About the role

Key responsibilities & impact

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
Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
Set clear expectations and take ownership of converting qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to promote digital adoption
Resolve account inquiries and service requests within authorized limits
Document actions and set follow-up plans
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations
Support customers with everyday banking activities, including opening accounts and handling service requests
Serve as the primary point of contact for everyday banking needs through appointments, lobby engagement, and proactive outreach
Partner with branch colleagues to meet customer needs through appropriate referrals

Requirements

What you’ll need

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting the needs of customers or helping with issue resolution
1+ year of building and maintaining effective relationships with customers and partners
Ability to work a schedule that will include most Saturdays
FINRA Series 6 and Series 63 (or FINRA recognized equivalents) and State Insurance license(s), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after Sept. 30, 2018
FINRA Series 65 (or equivalent) required within a specified period for certain listed states
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Credit report may be reviewed and additional ongoing screening may apply
Not eligible for Visa sponsorship
Desired: ability to source, acquire, and deepen customer relationships through proactive outreach
Desired: knowledge of book of business management, planning-conversation documentation, and follow-through
Desired: experience assessing needs and recommending products and services for consumer and business customers
Desired: ability to educate customers on self-service and mobile banking options
Desired: clear and confident communication, empathetic listening, credibility, and trust-building
Desired: 1+ year of financial services experience
Desired: completed FINRA Series 6 and Series 63 examinations or recognized equivalents sufficient for immediate FINRA registration
Desired: State Insurance license(s)

Benefits

Comp & perks

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
Incentive opportunities may be available
Ongoing coaching
Branch Network Licensed Banker program for employees in the Relationship Banker LP role