Relationship Banker Porter Ranch
$56,160–$85,280 year
On-siteNorthridge, California, United States
Job Summary
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships by leading discovery-driven conversations to understand goals and deliver tailored banking strategies. Partner with teams across Wealth, Home Lending, and Business Banking to coordinate warm introductions and convert qualified opportunities into closed outcomes. Resolve account inquiries and service requests within authorized limits while documenting actions and setting follow-up plans. Champion digital adoption by educating customers on self-service and mobile banking options. Work a schedule that includes most Saturdays in a collaborative branch environment. This role serves customers across all segments as the primary point of contact for everyday banking needs through scheduled appointments and proactive outreach.
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
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
- 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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