Relationship Banker Route 66 District

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 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 discoverydriven 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
• Demonstrate risk excellence through accurate documentation sound judgment timely issue escalation and adherence to policies and regulations to support strong control outcomes
• The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program

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)

Job Expectations:

• Ability to work a schedule that will include most Saturdays
• This role 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 within a specified period of time: AK AL CT DE HI IA ID IN KS MD MI MN MS NC ND NE NM 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. Requirements may change based on current state regulations
• Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted
• 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

Due to timing and resource needs positions may not be available at all branch locations outlined in the posting

Locations:

1200 S. Baldwin Ave. Arcadia CA 91007 444 E Huntington Dr. Arcadia CA 91006 700 N Azusa Ave. Azusa CA 91702 203 Yale Ave. Claremont CA 91711 606 W. Route 66 Glendora CA 91740 1247 E Huntington Dr. Duarte CA 91010 1487 Foothill Blvd. La Verne CA 91750 5120 Moreno St. Montclair CA 91763 240 N Euclid Ave. Ontario CA 91762 321 E Holt Ave. Pomona CA 91767 925 W Arrow Hwy. San Dimas CA 91773 1919 N Campus Ave. Upland CA 91784 811 W Foothill Blvd. Upland CA 91786

Pay Range

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit Market Financial Crimes Operational Regulatory Compliance) which includes effectively following and adhering to applicable Wells Fargo policies and procedures appropriately fulfilling risk and compliance obligations timely and effective escalation and remediation of issues and making sound risk decisions. There is emphasis on proactive monitoring governance risk identification and escalation as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.