Relationship Banker

Wells Fargo

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

Posted 10/5/2026full-timeRiverside • 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 while ensuring compliance with regulatory requirements. Proficient in driving growth across deposits, lending, and investments through effective collaboration and customer education.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63SAFE RegistrationFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceIssue ResolutionRisk ManagementDocumentationFinancial Strategy Development

Soft Skills

CollaborationCommunicationProblem SolvingRelationship Building

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

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

Industry Keywords

Consumer BankingBusiness BankingLendingInvestmentsCompliance

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 balanced growth across deposits, lending, and investments
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
Set expectations and take ownership to convert 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 issue escalation, and adherence to policies and regulations
Work in a collaborative branch environment and partner with colleagues to meet customer needs through appropriate referrals
Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after successfully 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, must be active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after Sept. 30, 2018
FINRA Series 65, or equivalent, required within a specified period for hires in listed states
Required FINRA licenses must be obtained and maintained for continued employment
State Insurance license(s) must be active or completed within a designated timeframe
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Must meet enhanced financial fitness and criminal background standards
Credit report may be reviewed and additional ongoing screening may apply
Not eligible for Visa sponsorship
1+ year of financial services experience is a desired qualification
Successfully completed FINRA Series 6 and Series 63 examinations is a desired qualification
State Insurance license(s) is a desired qualification

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