Relationship Banker

Wells Fargo

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

Posted 11/10/2026full-timeCosta Mesa • California • United StatesJuniorMid-Level💰 $27 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and delivering tailored banking solutions, with a strong focus on compliance and risk management. Proficient in financial services, including deposits, lending, and investments, while fostering digital adoption and customer engagement.

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 Services ExperiencePortfolio ManagementProduct Recommendation

Soft Skills

Effective CommunicationEmpathyTrust BuildingCollaboration

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

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

Industry Keywords

Consumer BankingBusiness BankingRisk ManagementComplianceLoan Originator

About the role

Key responsibilities & impact

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
Drive retention and balanced growth across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
Coordinate warm introductions, set expectations, and convert 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 escalation, and adherence to policies and regulations
Work in a collaborative branch environment and support customers through appointments, lobby engagement, and proactive outreach
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing licensing and SAFE requirements

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), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after Sept. 30, 2018
Series 65 (or equivalent) required within a specified period for certain listed states
State Insurance license(s), active or completed within a designated timeframe
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 standards
No visa sponsorship available
Proven ability to source, acquire, and deepen customer relationships
Knowledge of book of business management, planning conversation documentation, and follow-through
Experience assessing needs and recommending products and services for consumer and business customers
Demonstrated ability to communicate clearly, listen with empathy, and build credibility and trust
1+ year of financial services experience is desired
Successfully completed FINRA Series 6 and Series 63 examinations is desired
State Insurance license(s) is desired

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