Relationship Banker Diamond Bar

Wells Fargo

Diamond Bar, 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 in Diamond Bar, CA, to foster customer relationships and assist clients with banking needs. The ideal candidate should have strong relationship-building skills and a background in customer service, with an emphasis on proactive outreach and financial guidance

Job Summary

  • This role serves as the primary point of contact for everyday banking needs, products, and services through scheduled appointments and lobby engagement.
  • Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking.
  • Wells Fargo provides eligible employees with a comprehensive set of benefits including health benefits, a 401(k) Plan, paid time off, and tuition reimbursement.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Relationship Banker in Diamond Bar, CA, to foster customer relationships and assist clients with banking needs. The ideal candidate should have strong relationship-building skills and a background in customer service, with an emphasis on proactive outreach and financial guidance.

Salary

Base: $27.00 - $41.00; Bonus/Equity: Incentive opportunities available; Benefits: Health, 401(k), PTO, Disability, Life insurance

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 and empathy
  • Collaboration across Wealth and Home Lending teams

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

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