Premier Banker 2 - North Foothill District

Company: Wells Fargo Bank
Location: Yorba Linda
Posted on: April 3, 2021

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