Relationship Banker Northwest Valley District

Wells Fargo

Northridge, CA, US
Base: $27.00 - $41.00 ph; bonus/equity: incentive ...
2+ years customer service experience
1+ year customer needs assessment
Proactive customer relationship building
The role serves as the primary point of contact for everyday banking needs across all customer segments including affluent clients

Job Summary

  • The role serves as the primary point of contact for everyday banking needs across all customer segments including affluent clients.
  • Employees will build credibility and loyalty by leading discovery-driven conversations to turn meaningful insights 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

The role serves as the primary point of contact for everyday banking needs across all customer segments including affluent clients.

Salary

Base: $27.00 - $41.00 per hour; 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 customer needs assessment
  • Proactive customer relationship building
  • Digital adoption education skills
  • Risk compliance adherence

Nice-to-have

  • Wealth home lending business banking partnerships
  • Book of business management practices
  • Consultative expertise for complex needs
  • Empathetic communication and trust building
  • Affluent customer segment experience

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
  • Enhanced financial fitness standards
  • Criminal background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter