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Premier Banker

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Premier Banker in USA

  • Wells Fargo
  • Full time
  • Email

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 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 Bankers 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 customers

Maintain deep knowledge of bank products and services

Build relationships with branch team members and partners and work together to best serve customers

Complete service requests, establish new accounts, and submit credit applications

Make introductions to partners to help meet customer’s broader financial needs

Help 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.

 

 

Required Qualifications

2+ years of financial services industry experience or 1+ year experience in a licensed financial services position

 

Desired Qualifications

Customer service focus with experience handling complex transactions across multiple systems

Experience building and maintaining effective relationships with customers and internal partners

Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Knowledge and understanding of compliance controls, risk management and loss prevention

Ability to follow policies, procedures, and regulations

Ability to influence, educate, and connect customer to technology and share the value of digital banking options

Ability to interact with integrity and professionalism with customers and team members

High motivation with ability to successfully meet team objectives while maintaining individual performance

Experience mentoring and peer-coaching others

Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers

Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)

State Life Insurance license(s)

Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting

Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

 

Job Expectations

Current registration for FINRA Series 7 and 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 acceptance

State 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

Obtaining 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.

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 provides the MU4R questions and registration required for employment in this position.

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.

For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required

 

Street Address:

NC-Hickory: 1453 2nd St Ne - Hickory, NC



Wells Fargo

Wells Fargo is a diversified, community-based financial services company with $1.9 trillion in assets.

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