Premier Banker 2 - North Foothill District
Company: Wells Fargo Bank
Location: Yorba Linda
Posted on: April 3, 2021
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Job Description:
Job DescriptionImportant Note: During the application process,
ensure your contact information (email and phone number) is up to
date and upload your current resume when submitting your
application for consideration. To participate in some selection
activities you will need to respond to an invitation. The
invitation can be sent by both email and text message. In order to
receive text message invitations, your profile must include a
mobile phone number designated as "Personal Cell" or "Cellular" in
the contact information of your application. At Wells Fargo, we
want to satisfy our customers' financial needs and help them
succeed financially. We're looking for talented people who will put
our customers at the center of everything we do. Join our diverse
and inclusive team where you'll feel valued and inspired to
contribute your unique skills and experience. Help us build a
better Wells Fargo. It all begins with outstanding talent. It all
begins with you. Consumer and Small Business Banking is at the
center of our efforts to rebuild trust and transform the way we
serve our customers and clients. The Consumer and Small Business
Banking organization is focused on innovating and transforming our
business with the customer at the center, better enabling customers
to engage with us how, when, and wherever they choose through a
broad suite of financial products and services. While we are
pleased to be an industry leader in many consumer and small
business areas, including retail deposits, debit card transaction
and purchase volume, and small business lending, our primary goal
is delivering for our customers. Our market positions are an
outcome of great work by employees who are committed to serving our
customers. As a Premier Banker 2 at Wells Fargo you will be
responsible for servicing and building relationships with affluent
customers. You will work proactively to engage customers to
understand what is most important to them and help with their
complex needs. Premier Banker 2s work with a group of partners to
deliver an exceptional customer experience, acquire, deepen, and
retain relationships, and help affluent customers succeed
financially. Your responsibilities include: Build relationships
with affluent customers through asking questions to learn about
their financial needs, share how Wells Fargo can help, follow up,
proactive outreach, and appointments.Serve as a risk leader;
understand and manage risks in the business, adhere to policies,
procedures & controls and ensure compliance with applicable laws,
rules & regulations.Explain and demonstrate self-service digital
options to customersMaintain deep knowledge of bank products and
servicesBuild relationships with branch team members and partners
and work together to best serve customersComplete service requests,
establish new accounts, and submit credit applicationsMake
introductions to partners to help meet customer's broader financial
needsHelp resolve customer concerns and escalate issues as needed
This SAFE position has customer contact and job duties which may
include the offering/negotiating of terms and/or taking an
application for a dwelling secured transaction. As such, this
position requires compliance with the S.A.F.E. Mortgage Licensing
Act of 2008 and all related regulations. Ongoing employment is
contingent upon meeting all such requirements, including acceptable
background investigation results. Individuals in a SAFE position
also must meet the Loan Originator requirements under Regulation Z
(LO) outlined in the job expectations below. Want to learn more
about our team? Copy and paste this video URL into a new browser
tab to hear what our team members are saying:
https://www.youtube.com/watch?v=Bg69Ymf8xOQ&list=PL1wnNCsFZfFVW7aXdtLBFvYrHynSOJcL0&index=9
Required QualificationsSuccessfully completed FINRA Series 7 and 63
or 7 and 66 exams to qualify for immediate registration (or FINRA
recognized equivalents)3+ years of financial services industry
experience in one or a combination of the following: corporate,
consumer, mortgage, investments, brokerage, or private banking; or
2+ years of experience in a premier banker (SAFE) 1 position
Desired QualificationsCustomer service focus with experience
handling complex transactions across multiple systemsExperience
building and maintaining effective relationships with customers and
internal partnersAbility to follow policies, procedures, and
regulationsExperience mentoring and peer-coaching othersProficient
with proactively sourcing, acquiring, building, and maintaining
relationships with customers and colleaguesHigh motivation with
ability to successfully meet team objectives while maintaining
individual performanceRelevant military experience including
working with military protocol and instructions, enlisted
evaluations, officer/leadership reportingRelevant military
experience including working in personnel benefits management,
processing military personnel orders or transitions, wartime
readiness operations, human resources or military
recruitingExtensive experience in asking questions and identifying
complex financial needs in order to provide recommendations on
products and services to customersAbility to interact with
integrity and professionalism with customers and team membersState
Life Insurance license(s)Knowledge and understanding of compliance
controls, risk management and loss prevention1+ year of brokerage
or wealth management experienceHave met the role's promotion
assessment criteriaAbility to influence, educate, and connect
customer to technology and share the value of digital banking
options Job ExpectationsObtaining and/or maintaining appropriate
Financial Industry Regulatory Authority (FINRA) license(s) is
required for ongoing employment in this position. In addition state
registration, specific product licenses or SAFE licensing may
apply. Additional requirements include meeting enhanced financial
fitness and criminal background standards. Wells Fargo will
initiate the FINRA review process at the time of offer
acceptance.Individuals in Loan Originator (LO) positions must meet
the Consumer Financial Protection Bureau qualification requirements
and comply with related Wells Fargo policies. The LO qualification
requirements include meeting applicable financial responsibility,
character, general financial fitness and criminal background
standards. A current credit report will be used to assess your
financial responsibility and credit fitness, however, a credit
score is not included as part of the evaluation. Successful
candidates must also meet ongoing regulatory requirements including
additional screening, if necessary.This position requires SAFE
registration at the time of employment. Wells Fargo will initiate
the SAFE registration process immediately after your employment
start date. The Nationwide Mortgage Licensing System (NMLS) web
site (http://fedregistry.nationwidelicensingsystem.org ) provides
the MU4R questions and registration required for employment in this
position.For specific FINRA qualification exams obtained after
9/30/2018, the Securities Industry Essentials (SIE) exam
co-requisite may also be requiredRegistration for FINRA Series 66
(or equivalent) are required for this role or must be completed
within a specified period of time and will be communicated to the
candidate upon offer acceptanceState Insurance license(s) are
required for this role and must be completed within a specified
period of time determined by number of licenses to be obtained and
will be communicated to the candidate upon offer acceptance.
Compliance with the state law requirements is required Street
AddressCA-Placentia: 1396 N Rose Dr - Placentia, CACA-Yorba Linda:
20375 Yorba Linda Blvd - Yorba Linda, CA Disclaimer All offers for
employment with Wells Fargo are contingent upon the candidate
having successfully completed a criminal background check. Wells
Fargo will consider qualified candidates with criminal histories in
a manner consistent with the requirements of applicable local,
state and Federal law, including Section 19 of the Federal Deposit
Insurance Act. Relevant military experience is considered for
veterans and transitioning service men and women.Wells Fargo is an
Affirmative Action and Equal Opportunity Employer,
Minority/Female/Disabled/Veteran/Gender Identity/Sexual
Orientation. Benefits SummaryBenefits Visit
https://www.wellsfargo.com/about/careers/benefits for benefits
information.
Keywords: Wells Fargo Bank, Yorba Linda , Premier Banker 2 - North Foothill District, Other , Yorba Linda, California
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