Relationship Banker Seal Beach

Wells Fargo

Seal Beach, CA, US
Base: $27.00 - $41.00; bonus/equity: incentive opp...
Not specified (likely in-person at the branch).
2+ years customer service experience
1+ year building customer relationships
Proactive outreach and discovery conversations
Wells Fargo is seeking a Relationship Banker in Seal Beach, CA, to provide personalized banking solutions and build strong customer relationships. The role involves engaging with customers to understand their financial goals, offering tailored products, and collaborating with internal teams to deliver a superior banking experience

Job Summary

  • This role serves as the primary point of contact for customers across all segments, including affluent clients, through scheduled appointments and lobby engagement.
  • Employees will build credibility and loyalty by leading curiosity-driven discovery conversations to deliver tailored banking strategies that strengthen relationships.
  • Wells Fargo offers comprehensive benefits including health insurance, 401(k) plans, paid time off, and tuition reimbursement for eligible employees.

Matching Summary

Match Score: 80

Wells Fargo is seeking a Relationship Banker in Seal Beach, CA, to provide personalized banking solutions and build strong customer relationships. The role involves engaging with customers to understand their financial goals, offering tailored products, and collaborating with internal teams to deliver a superior banking experience.

Salary

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

Skills & Requirements

Must-have

  • 2+ years customer service experience
  • 1+ year building customer relationships
  • Proactive outreach and discovery conversations
  • Risk excellence and policy adherence
  • Collaboration with Wealth and Home Lending teams

Nice-to-have

  • Experience with affluent customer segments
  • Knowledge of book of business management
  • Empathy and clear communication skills
  • Ability to educate on self-service options
  • Long-term career aspiration in finance

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