Wells Fargo is seeking a Branch Banking Licensed Banker. This is a temporary position until the employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. In this role, you will proactively acquire new affluent consumer and small business customers, and deepen existing relationships through outreach and pre-planned appointments. You will review and analyze moderately complex customer concerns for possible resolution through discretionary application of applicable resolution protocols, and escalate banking-related issues or business risks that require an in-depth evaluation. You will advise customers on various aspects of recommended and available financial options and services, maintaining deep knowledge and understanding of Wells Fargo's banking, credit, and investment financial solutions and services. Additionally, you will identify client needs and goals for business, mortgage, retirement, and investment services, partnering 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. You will also understand and manage risks in the business by adhering to policies, procedures, and controls, ensuring compliance with applicable laws, rules, and regulations. Collecting information directly from customers regarding income, assets, investments, and credit, you will analyze this information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals. Building relationships with branch colleagues, affluent customers, and partners will be essential to acquire, deepen, and retain relationships, helping customers succeed financially. You will exercise some independent judgment and discretion in managing client relationships through regular meetings to review financial conditions and goals, providing advice regarding banking options and services to meet changing circumstances. As an active member of the branch team, you will provide guidance to other branch employees on developing relationships and managing moderately complex to complex client needs. 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, requiring 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.
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Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities