Senior Branch Premier Banker - Sachse

Wells Fargo•Sachse, TX

3d•Onsite

About The Position

Wells Fargo is hiring for its National Branch Network in Consumer Banking and Lending. The posting describes a development path that begins in a temporary Branch Banking Licensed Banker licensing-program position. Employees receive coaching, training, classes, and interactive learning while obtaining required securities and state insurance licenses and SAFE registration. After meeting licensing requirements, employees transition to the Associate Branch Premier Banker (SAFE) role; after successfully completing the Premier Banker Associate Program, they transition to the Senior Branch Premier Banker (SAFE) role. The role focuses on managing customer relationships, understanding customers’ financial needs and goals, and providing suitable banking options and services. Bankers conduct planned outreach and regular customer meetings, explain products and digital banking options, and connect customers with colleagues and specialists when needs are complex. The position also carries risk-management, compliance, and SAFE mortgage-related responsibilities. Continued employment requires applicable FINRA licenses, state insurance licenses, SAFE registration, and satisfaction of relevant regulatory and background requirements.

Requirements

At least 6 months of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
FINRA Series 6 and Series 63 (or recognized equivalents), either completed to qualify for immediate registration or completed within the specified period.
State Insurance license(s), to be completed within the specified period.
SAFE registration is required at the time of employment.
Maintain applicable FINRA licenses for ongoing employment and meet enhanced financial fitness and criminal background standards.
Meet Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards.
Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales-practices risk-management culture.

Nice To Haves

At least 2 years of customer service experience, or equivalent.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues.
At least 1 year of experience recommending products and services.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking.
Customer-service experience handling moderately complex transactions across multiple systems.
Strong verbal, written, and interpersonal communication skills.
Knowledge of book-of-business processes to actively manage a group of customers and grow the business.
Ability to educate customers about technology and the value of self-service digital banking options.
Ability to follow policies, procedures, and regulations.
Ability to interact with integrity and professionalism with customers and employees.
High motivation and ability to meet team objectives while maintaining individual performance.
Securities Industry Essentials (SIE) exam, when required as a co-requisite for applicable FINRA qualification exams obtained after September 30, 2018.
For hires in specified states, FINRA Series 65 (or equivalent), subject to applicable state requirements.

Responsibilities

Participate in the Branch Banking Licensed Banker licensing program and engage in training, classes, and interactive learning activities.
Develop skills to carry out relationship-management commitments through proactive outreach and planned customer appointments aligned with business strategy.
Manage client relationships through regular meetings to review financial condition and goals and provide advice about banking options and services.
Ask questions to understand and document customer financial needs, life events, and goals; tailor product and service options, including mobile, digital self-service, and ATM options.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain customer relationships.
Understand Wells Fargo banking, credit, and investment solutions and refer customers with complex needs to appropriate partners.
Partner with Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to address customers’ identified needs in light of their financial circumstances and goals.
Serve as a risk-management leader by understanding and managing business risks and adhering to policies, procedures, controls, and applicable laws and regulations.
Comply with SAFE mortgage licensing requirements and Loan Originator requirements under Regulation Z.