Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker - Immediate Need

Wells Fargo

Relationship Banker (SAFE)
At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job it's about finding all of the elements to help you thrive, in one place. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals.
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 to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time.
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes
The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience
  • Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments
  • Experience assessing needs and recommending products and services for consumer and business customers
  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
  • 1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • Ability to work a schedule that will include most Saturdays

Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. This role also requires meeting enhanced financial fitness and criminal background standards. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.

Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker - Immediate Need in Westlake Village, CA vacancy
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our...  ...Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    3 days ago
  • $23.75 - $29 per hour

     ...Westlake Village, California, United States In This Role You Will The Senior Relationship Banker serves as the branch’s lead retail banking sales professional and is responsible for acquiring, deepening, and retaining client relationships. This role is focused on driving... 
    Suggested
    Hourly pay
    For contractors
    Work at office
    Remote work

    RadNet

    Westlake Village, CA
    5 days ago
  •  ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Thousand Oaks, CA
    4 days ago
  • Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable business clients. You will acquire new relationships, deepen existing ones and deliver tailored banking solutions while protecting... 
    Suggested

    Fairygodboss

    Westlake Village, CA
    5 days ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker in Thousand Oaks, CA. You will represent the Chase brand, build and manage meaningful client relationships, and offer thoughtful financial solutions to meet clients' needs. You will use Chase Mobile App and online tools... 
    Suggested

    JPMorgan Chase & Co.

    Thousand Oaks, CA
    1 day ago
  • JPMorgan Chase & Co. is seeking a Senior Business Relationship Manager in its Business Banking division to manage a portfolio of large, profitable business clients and drive growth through new client acquisition and deepening existing relationships. The role emphasizes... 

    JPMorgan Chase & Co.

    Westlake Village, CA
    2 days ago
  • $41.72k - $67k

     ...needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Woodland Hills, CA
    4 days ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within...  ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    3 days ago
  •  ...Relationship Banker Simi Valley, California;Westlake Village, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Simi Valley, CA
    5 days ago
  • $27.22 - $33.26 per hour

     ...you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible... 
    Local area

    U.S. Bank

    Simi Valley, CA
    3 days ago
  •  ...First Bank is seeking a Banking Specialist III to grow client relationships and provide financial solutions across bank products. The role emphasizes understanding customer needs and leveraging product features to enhance the banking experience. Responsibilities include... 

    FirstBank

    Westlake Village, CA
    1 day ago
  • $23.83 - $29.79 per hour

     ...Personal Banker III Full-time Westlake Branch We are seeking a dynamic Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will... 
    Hourly pay
    Full time
    Flexible hours

    Premier America Credit Union

    Westlake Village, CA
    3 days ago
  • $21 - $26 per hour

    Description Overview We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial... 
    Full time
    Work experience placement

    Premier America Credit Union

    Thousand Oaks, CA
    5 days ago
  • A leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide comprehensive financial advice on investments and wealth planning. Ideal candidates have over 6 years of experience in private banking... 

    JPMorganChase

    Westlake Village, CA
    1 day ago
  • Premier America Credit Union is seeking a Personal Banker III at the Westlake Branch. This role focuses on establishing and retaining member relationships while achieving sales and service goals. The candidate should migrate between teller lines and platforms to maximize... 

    Premier America Credit Union

    Thousand Oaks, CA
    1 day ago
  •  ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Agoura, CA
    3 days ago
  • TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building...  ..., credit, and banking. This role involves managing client relationships, generating new business, and ensuring compliance with... 

    Aumni

    Westlake Village, CA
    3 days ago
  • $21 - $26 per hour

    Premier America Credit Union in Thousand Oaks is looking for a Personal Banker II. This role focuses on developing strong relationships with members to assist them in reaching their financial goals. Candidates should have excellent customer service skills and prior banking... 

    Premier America Credit Union

    Thousand Oaks, CA
    5 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to...  ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Westlake Village, CA
    4 days ago
  • Logix Federal Credit Union, located in California, seeks a Financial Services Officer (Personal Banker/Loan Officer) to join their team. In this high-volume sales role, you'll assist members in achieving their financial goals and exceeding sales targets. The ideal candidate... 

    Logix Federal Credit Union

    Thousand Oaks, CA
    4 days ago
  • $23 - $31 per hour

     ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Moorpark, CA
    2 days ago
  • $23 - $31 per hour

     ...in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions,... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Moorpark, CA
    2 days ago
  • $61k - $119k

     ...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Westlake Village, CA
    4 days ago
  • $61k - $119k

     ...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    For contractors
    Work at office

    Northwestern Mutual

    Westlake Village, CA
    4 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Westlake Village, CA
    4 days ago
  • $30 - $37 per hour

     ...Full-time Description Job Title: Personal Banker IV – Warner Center - Full-time Overview:   We are seeking a...  ...What You Will Do:   Responsible for building strong relationships to promote member retention and loyalty, provide exceptional service... 
    Hourly pay
    Full time

    Premier America Credit Union Woodland Hills, California, Uni...

    Woodland Hills, CA
    9 days ago
  • Logix Federal Credit Union is seeking a Financial Services Officer I in Calabasas, CA. Ideal candidates are dynamic, results-driven sales professionals who thrive in a fast-paced environment and love helping members achieve their financial goals. The role offers a competitive...

    Logix Federal Credit Union

    Calabasas, CA
    3 days ago
  • $1,000 per month

    Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Westlake Village, CA
    5 days ago
  • $60k - $120k

     ...Qualifications Undergraduate degree required, preferably in business related major Series 65 or equivalent Minimum 2 years of relationship management/sales experience with a minimum of 1 year in financial services Interest to develop career within financial... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    EP Wealth Advisors

    Westlake Village, CA
    5 days ago
  • Amgen seeks a Sr Associate in Finance to provide crucial support in financial management, including reporting, budgeting, forecasting, and analysis. You will collaborate with the finance manager and cross-functional teams to enable informed decisions. This role involves...
    Flexible hours

    BioSpace

    Thousand Oaks, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker - Immediate Need. Be the first to apply!