Relationship Banker North Orange County District

About This Role

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network. 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.

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 that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease

Required Qualifications

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications

• Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
• Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
• Experience assessing needs and recommending products and services for consumer and business customers
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others
• 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)

Requirements

• Ability to work a schedule that will include most Saturdays
• Requirements may change based on current state regulations
• Requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe
• For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
• Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66
• Obtaining and maintaining required FINRA licenses is necessary for continued employment
• This role also requires meeting enhanced financial fitness and criminal background standards
• SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
• A credit report may be reviewed (credit score not included) and additional ongoing screening may apply
• This position is not eligible for Visa sponsorship

Job Expectations

• Ability to work a schedule that will include most Saturdays
• Requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe
• For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
• Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66
• Obtaining and maintaining required FINRA licenses is necessary for continued employment
• This role also requires meeting enhanced financial fitness and criminal background standards
• SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
• A credit report may be reviewed (credit score not included) and additional ongoing screening may apply
• This position is not eligible for Visa sponsorship

Locations

• 1899 W. Malvern Ave, Fullerton CA 92833
• 230 S. State College Blvd, Brea CA 92821
• 201 W. Imperial Hwy, Brea CA 92821
• 9323 E. Firestone Blvd, Downey CA 90241
• 8345 Firestone Blvd, Downey CA 90241
• 141 W. Bastanchury Rd, Fullerton CA 92835
• 1190 S. Beach Blvd, La Habra CA 90631
• 441 W. Whittier Blvd, La Habra CA 90631
• 15056 Rosecrans Ave, La Mirada CA 90638
• 111 E. Yorba Linda Blvd, Placentia CA 92870
• 13366 Telegraph Rd, Santa Fe Springs, CA 90670
• 368 N. Lemon Ave, Walnut CA 91789

Pay Range

$27.00 - $41.00

Benefits

• 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