Wells Fargo

Financial Services

RelationshipBanker

$0–0k Santa Ana, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Relationship Banker at Wells Fargo. Skills: Relationship management, Customer acquisition, Financial solutions. Acquire, manage, and grow customer relationships. Lead discovery conversations”

What You'll Achieve.

Strengthen relationships; Increase retention; Drive balanced growth; Elevate satisfaction; Elevate engagement; Elevate service efficiency

Industry & Context.

Financial Services
Problems you'll solve

Issue resolution

Eligibility Requirements

Work Saturdays, FINRA licenses required, State licenses required

What They're Looking For.

Must Have

2+ years customer service experience, 1+ year assessing customer needs, 1+ year building customer relationships

Nice to Have

Proven ability to source relationships, Knowledge of book of business management, Experience assessing consumer needs, Experience assessing business needs, 1+ year financial services experience, FINRA Series 6 and Series 63, State Insurance license(s)

What You'll Do.

and grow customer relationships

Lead discovery conversations

Understand customer goals

Deliver tailored banking strategies

Strengthen customer relationships

Increase customer retention

Drive balanced growth

Partner with professionals

Deliver integrated solutions

Coordinate warm introductions

Set clear expectations

Take personal ownership

Convert qualified opportunities

Champion digital adoption

Educate customers on self-service

Educate customers on mobile banking

Resolve account inquiries

Handle service requests

Demonstrate risk excellence

Complete licensing and SAFE requirements

How You'll Work.

Team & Collaboration

Collaborative branch environment; Partnering with colleagues; Partners across Wealth; Partners across Home Lending; Partners across Business Banking

Communication Scope

Discovery conversations; Meaningful discovery conversations; Clear communication; Empathetic listening

Full Job Description

**About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time. **In this role you will:** * Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships * Lead discovery‑driven conversations to understand custom

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