Relationship Banker Limonite & Clay

Wells Fargo

Riverside, CA, US
Base: $25.00 - $38.00; bonus/equity: incentive opp...
Onsite
2+ years customer service experience
1+ year building customer relationships
Proactive customer outreach skills
Wells Fargo is seeking a Relationship Banker for its Riverside, CA branch, focusing on building customer relationships and helping clients achieve their financial goals. The role emphasizes proactive customer engagement, collaboration with various banking specialists, and requires a commitment to compliance and risk management

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 and credit strategies.
  • Wells Fargo offers a comprehensive benefits package including health insurance, 401(k) plans, paid time off, and tuition reimbursement.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Relationship Banker for its Riverside, CA branch, focusing on building customer relationships and helping clients achieve their financial goals. The role emphasizes proactive customer engagement, collaboration with various banking specialists, and requires a commitment to compliance and risk management.

Salary

Base: $25.00 - $38.00; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive health, 401(k), PTO, and more

Skills & Requirements

Must-have

  • 2+ years customer service experience
  • 1+ year building customer relationships
  • Proactive customer outreach skills
  • Digital adoption education capabilities
  • Risk compliance and documentation

Nice-to-have

  • Consultative expertise in financial planning
  • Experience with affluent customer segments
  • Strong internal partnership collaboration
  • Empathetic communication style
  • Book of business management knowledge

Key Requirements

  • FINRA Series 6 and Series 63 examinations
  • State Insurance license(s)
  • SAFE registration at time of employment
  • Clean criminal background check
  • Enhanced financial fitness standards

Work Rights

Not specified

Tailored Resume

Cover Letter