Relationship Banker Tustin Legacy

Wells Fargo

Tustin, CA, US
Base: $27.00 - $41.00; bonus/equity: incentive opp...
Not specified (assumed to be in-person based on branch role)
2+ years customer service experience
1+ year building customer relationships
Proactive portfolio acquisition and growth
Wells Fargo is seeking a Relationship Banker for their Tustin Legacy branch, focusing on building customer relationships and providing tailored banking solutions. The role requires a strong customer service orientation and the ability to engage proactively with clients, while also adhering to compliance and risk management standards

Job Summary

  • This 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 deliver tailored banking strategies that strengthen relationships.
  • Wells Fargo offers a comprehensive benefits package including health benefits, 401(k) plans, paid time off, and tuition reimbursement.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Relationship Banker for their Tustin Legacy branch, focusing on building customer relationships and providing tailored banking solutions. The role requires a strong customer service orientation and the ability to engage proactively with clients, while also adhering to compliance and risk management standards.

Salary

Base: $27.00 - $41.00; Bonus/Equity: Incentive opportunities eligible; Benefits: Comprehensive health, 401(k), PTO, and more

Skills & Requirements

Must-have

  • 2+ years customer service experience
  • 1+ year building customer relationships
  • Proactive portfolio acquisition and growth
  • Digital adoption education for customers
  • Risk excellence and compliance adherence

Nice-to-have

  • Experience with affluent customer segments
  • Strong consultative expertise and curiosity
  • Ability to coordinate warm introductions
  • Empathy and clear communication skills
  • Collaborative branch environment participation

Key Requirements

  • FINRA Series 6 and Series 63 examinations
  • State Insurance license(s)
  • SAFE registration at time of employment
  • Clean criminal background and financial fitness standards
  • SIE exam if FINRA exams earned after Sept 30, 2018

Work Rights

Not specified

Tailored Resume

Cover Letter