Wells Fargo - Senior Premier Banker - Pico Swall - Los Angeles, CA
Company: WELLS FARGO BANK
Location: Los Angeles
Posted on: April 25, 2024
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Job Description:
Why Wells Fargo: Are you ready for the next step in your career?
This is where it begins - at a company known for our "Well Life"
approach to supporting employees' career aspirations, work-life
balance, and mental and physical health. We ranked #2 on the 2023
LinkedIn Top Companies list - and #1 among financial services
companies - as the best workplace "to grow your career" in the U.S.
We're especially proud of our tangible, meaningful commitment to
diversity, equity, and inclusion in the workplace. When it comes to
employees' financial health, we offer competitive salaries and
generous benefits package. Apply today. 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 the career areas and business divisions 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, 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 Pay Range $33.61 - $59.76 Benefits Wells Fargo
provides all eligible full- and part-time employees with a
comprehensive set of benefits designed to protect their physical
and financial health and to help them make the most of their
financial future. Visit Benefits - Wells Fargo Careers for an
overview of the following benefit plans and programs offered to
employees. 401(k) Plan Paid Time Off Parental Leave Critical
Caregiving Leave Discounts and Savings Health Benefits Commuter
Benefits Tuition Reimbursement Scholarships for dependent children
Adoption Reimbursement Posting End Date: 2 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. 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, Monterey Park , Wells Fargo - Senior Premier Banker - Pico Swall - Los Angeles, CA, Other , Los Angeles, California
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