Senior Branch Premier Banker- Denton North Branch- Denton, TX
Company: WELLS FARGO BANK
Location: Denton
Posted on: April 25, 2024
|
|
Job Description:
About this role: Wells Fargo is seeking a Senior Branch Premier
Banker (SAFE) in Consumer and Small Business Banking, as part of
Branch Banking. Learn more about our career areas and lines of
business at wellsfargojobs.com . Upon required licensing and SAFE
registration, the Senior Branch Premier Banker LP (SAFE) employee
will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of
what Senior Branch Premier Bankers do; however, the day-to-day
duties and responsibilities will differ from branch to branch and
even banker to banker depending on several variables, including
(but not limited to) years of experience, complement of clients
serviced, banking services and options of various clients, and
client needs. In this role you will: Employees who are not fully
licensed at the time of hire will participate in the Branch Banking
Licensed Banker licensing program as a Senior Branch Premier Banker
LP (SAFE). This is a temporary position until employee has
successfully completed licensing requirements. Upon successful
completion, employees will transition to the Senior Branch Premier
Banker (SAFE) role and perform the following duties: Proactively
acquire new affluent consumer and small business customers, and
deepen existing relationships, through outreach and pre-planned
appointments Review and analyze moderately complex costumer
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 in Business Banking Advisory Services, Mortgage and
Wealth and Investment Management to best meet the previously
identified needs and goals, consistent with clients' overall
financial circumstances 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 regarding income,
assets, investments, and credit; analyze information 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, and to also
help customers succeed financially Exercise independent judgement
and discretion in managing client relationships through regular
meetings to review financial condition and goals, provide advice
regarding banking services and options to meet changing
circumstances Be an active member of the branch team, including
providing guidance to other branch employees on developing
relationships and managing moderately complex to complex client
needs May study and test for additional licenses (Series 7 and
Series 66) once the minimum licensing requirements are met 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, and/or 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 Wells Fargo customers to meet their needs and grow the
business 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
successfully meet team objectives while maintaining individual
performance Experience mentoring and peer-coaching others Job
Expectations: Ability to work holidays and weekends 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 or must be completed within
a specified period. For specific FINRA qualification exams obtained
after 9/30/2018, the Securities Industry Essentials (SIE) exam
co-requisite will be required For the following states where hired,
FINRA Series 65 (or equivalent) will also be required to be
completed within a specified period: AK, AL, CT, DE, HI, IA, ID,
IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT,
VA, WA, WI, and WY. The State of WY permits referral-only licensed
bankers to receive the IAR registration without completing the
Series 65/66 exam requirement. This list of states is subject to
change and Series 65 (or equivalent) licensing requirement would be
based on current state requirements during employment State
Insurance license(s) are required for this role and must be
completed within a specified period 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. 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) website
(http://fedregistry.nationwidelicensingsystem.org) 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 This position is not eligible
for Visa sponsorship Posting End Date: 3 May 2024 *Job posting may
come down early due to volume of applicants. We Value Diversity At
Wells Fargo, we believe in diversity, equity and inclusion in the
workplace; accordingly, we welcome applications for employment from
all qualified candidates, regardless of race, color, gender,
national origin, religion, age, sexual orientation, gender
identity, gender expression, genetic information, individuals with
disabilities, pregnancy, marital status, status as a protected
veteran or any other status protected by applicable law. Employees
support our focus on building strong customer relationships
balanced with a strong risk mitigating and compliance-driven
culture which firmly establishes those disciplines as critical to
the success of our customers and company. They are accountable for
execution of all applicable risk programs (Credit, Market,
Financial Crimes, Operational, Regulatory Compliance), which
includes effectively following and adhering to applicable Wells
Fargo policies and procedures, appropriately fulfilling risk and
compliance obligations, timely and effective escalation and
remediation of issues, and making sound risk decisions. There is
emphasis on proactive monitoring, governance, risk identification
and escalation, as well as making sound risk decisions commensurate
with the business unit's risk appetite and all risk and compliance
program requirements. Candidates applying to job openings posted in
US: All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, status
as a protected veteran, or any other legally protected
characteristic. Candidates applying to job openings posted in
Canada: Applications for employment are encouraged from all
qualified candidates, including women, persons with disabilities,
aboriginal peoples and visible minorities. Accommodation for
applicants with disabilities is available upon request in
connection with the recruitment process. Applicants with
Disabilities To request a medical accommodation during the
application or interview process, visit Disability Inclusion at
Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug
free workplace. Please see our Drug and Alcohol Policy to learn
more.
Keywords: WELLS FARGO BANK, Lewisville , Senior Branch Premier Banker- Denton North Branch- Denton, TX, Other , Denton, Texas
Click
here to apply!
|