Job Description
Senior Branch Premier Banker (SAFE)
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. The Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role upon successful completion of licensing requirements.
In this role you will:
- Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
- Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
- Escalate banking related issues or business risks that require an in-depth evaluation
- Advise customers on various aspects of recommended and available financial options and services
- Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
- Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers to best meet the previously identified needs and goals
- Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
- Collect information directly from customers to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
- Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships
- Exercise independent judgement and discretion in managing client relationships
- Be an active member of the branch team, including providing guidance to other branch employees
- 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 SAFE 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:
- 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years of experience building and maintaining effective relationships with customers and partners
- 3+ years of experience recommending products and services
Desired Qualifications:
- Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
- Experience recommending financial services products and services
- Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
- State Insurance license(s)
- 3+ years of experience in a licensed financial services position
- Customer service focus with experience handling complex transactions across multiple systems
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Excellent verbal, written, and interpersonal communication skills
- Knowledge and understanding of book of business processes to actively manage a group of customers
- Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
- Ability to follow policies, procedures, and regulations
- Ability to educate and connect customers to technology and share the value of self-service digital banking options
- Experience using strong business acumen to provide financial services consultation to small business customers
- Knowledge and understanding of financial services consumer lending products
- Ability to interact with integrity and professionalism with customers and employees
- High motivation with ability to meet team objectives while maintaining individual performance
- Experience mentoring and peer-coaching others
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- Adherence to Wells Fargo sales practices risk management culture
- Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role
- For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period
- State Insurance license(s) are required for this role
- Licensing requirements and expected completion timeline determined by the number of licenses needed will be communicated to the candidate upon offer acceptance
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing 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
- 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
- This position is not eligible for Visa sponsorship
Pay Range: $34.00 - $60.00
Wells Fargo provides eligible employees with a comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.
Wells Fargo
Job Tags
Ongoing contract, Work experience placement, Work at office, Immediate start,