Relationship Banker - Downtown LA District
$56,160–$85,280 year
On-siteLos Angeles, California, United States
Job Summary
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships through scheduled appointments, lobby engagement, and proactive outreach. Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships and drive balanced growth across deposits, lending, and investments. Partner with colleagues across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions and converting qualified opportunities into closed outcomes. Resolve account inquiries and service requests within authorized limits while championing digital adoption by educating customers on self-service and mobile banking options. This role serves as the primary point of contact for everyday banking needs, helping customers progress toward their financial goals through planning and customized solutions. Success is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration to deliver a differentiated customer experience.
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
- 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 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
- A credit report may be reviewed (credit score not included) and additional ongoing screening may apply
- 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
- This position is not eligible for Visa sponsorship
Desired Qualifications
- Spanish/English Bilingual
- 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
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