Relationship Banker Countyline District

Wells Fargo

Agoura Hills, CA, US
Base: $27.00 - $41.00; bonus/equity: incentive opp...
Not specified
2+ years customer service experience
1+ year building customer relationships
Proactive outreach and discovery conversations
Wells Fargo is seeking a Relationship Banker for their Countyline District locations in California, focusing on building long-term customer relationships and providing tailored banking solutions. The role emphasizes proactive customer engagement, collaboration with various banking services, and requires specific licensing for financial services

Job Summary

  • This role serves as the primary point of contact for everyday banking needs, products, and services through scheduled appointments and lobby engagement.
  • Employees will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships.
  • Wells Fargo offers robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Relationship Banker for their Countyline District locations in California, focusing on building long-term customer relationships and providing tailored banking solutions. The role emphasizes proactive customer engagement, collaboration with various banking services, and requires specific licensing for financial services.

Salary

Base: $27.00 - $41.00; Bonus/Equity: Incentive opportunities eligible; Benefits: Health, 401(k), Paid time off, Tuition reimbursement

Skills & Requirements

Must-have

  • 2+ years customer service experience
  • 1+ year building customer relationships
  • Proactive outreach and discovery conversations
  • Digital adoption education for customers
  • Risk excellence and compliance adherence

Nice-to-have

  • Experience with affluent customer segments
  • Knowledge of book of business management
  • Strong consultative expertise in finance
  • Ability to work Saturdays
  • Empathy and clear communication skills

Key Requirements

  • FINRA Series 6 and Series 63 examinations
  • State Insurance license(s)
  • SAFE registration at time of employment
  • 2+ years customer service experience
  • 1+ year assessing customer needs

Work Rights

Not specified

Tailored Resume

Cover Letter