Senior Branch Premier Banker - Sachse

Wells Fargo•Sachse, TX

3d•Onsite

About The Position

Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of our National Branch Network. The Associate Premier Banker is a foundational role designed to prepare you for your career with Wells Fargo. The role starts with you obtaining your securities licenses. Wells Fargo’s Investment Licensing Team provides you with the coaching and guidance that you will need to successfully obtain your FINRA securities (Series 6 and Series 63) and State Insurance license(s). For certain states where hired, FINRA Series 65 (or equivalent) will also be required. Upon required licensing and SAFE registration, the Associate Branch Premier Banker LP (SAFE) employee will transition to the Associate Branch Premier Banker (SAFE) role. Throughout the Premier Banker Associate Program, you will receive hands-on practice and personalized coaching and guidance to develop the knowledge, skills, and behaviors to be successful and achieve goals. Upon successful completion of the Premier Banker Associate Program, employees will transition to the Senior Branch Premier Banker (SAFE) role. Learn more about the career areas and business divisions at wellsfargojobs.com.

Requirements

6+ months of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration
State Insurance license(s) are required for this role and must be completed within a specified period.
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.
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.

Nice To Haves

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ years of experience recommending products and services
1+ years of experience building and maintaining effective relationships with customers and partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Customer service focus with experience handling moderately complex transactions across multiple systems
Strong 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
Ability to educate and connect customers to technology and share 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 with ability to successfully meet team objectives while maintaining individual performance
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.

Responsibilities

Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Associate Branch Premier Banker (SAFE) role and perform the following duties:
Actively engage in all training, classes, and interactive learning activities to build skill, knowledge, and a deeper understanding of role expectations and ability to deliver and successfully transition into senior branch premier role
Develop the skills necessary to execute on relationship management commitments to customers through proactive outreach and planned appointments, aligned with business strategy
Routinely manage client relationships through regular meetings to review financial condition and goals; provide advice regarding banking options and services to meet changing circumstances
Engage clients in conversations; ask questions to understand and document customer financial needs, life events and goals; provide a consistent experience to customers when tailoring options for products and services, including convenient mobile, self-service digital, and ATM options
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships; understand Wells Fargo’s banking, credit and investment financial solutions and services offered, to ensure customers are referred as complex needs are identified
Partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified need, consistent with clients overall financial circumstances and goals
Serve as a risk management leader for understanding and managing risks in the business, adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations