Relationship Banker

Wells Fargo

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

Posted 9/23/2026full-timeIrvine • California • United StatesJuniorMid-Level💰 $27 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, financial product knowledge, and regulatory compliance, with a strong focus on driving customer engagement and satisfaction. Proficient in assessing customer needs and delivering tailored banking solutions while maintaining adherence to industry standards.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceIssue ResolutionFinancial PlanningAccount ManagementDigital Banking Solutions

Soft Skills

Relationship BuildingEffective CommunicationProactive OutreachJudgmentCollaboration

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)FINRA Series 65State Insurance License

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsFinancial Services

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 and partner with Wealth, Home Lending, and Business Banking teams
Set clear expectations and take ownership of converting qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options to champion 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 escalation, and adherence to policies and regulations
Serve as the primary point of contact for everyday banking needs, products, and services through appointments, lobby engagement, and proactive outreach
Help customers progress toward financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions
Open accounts and handle everyday banking activities in a collaborative branch environment

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) must be 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 applicable states
State Insurance license(s) must be active or completed within a designated timeframe
Obtaining and maintaining required FINRA licenses is necessary 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 regarding financial responsibility, character, fitness, and criminal background
Credit report may be reviewed and additional ongoing screening may apply
Position is not eligible for Visa sponsorship
Desired: 1+ year of financial services experience
Desired: Experience with book of business management, planning conversation documentation, and customer relationship growth
Desired: Experience assessing needs and recommending consumer and business products and services
Desired: Successfully completed FINRA Series 6 and Series 63 examinations or recognized equivalents
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
Ongoing coaching
Branch Network Licensed Banker program for employees in the Relationship Banker LP role who are not fully licensed