Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Consumer and Small Business Banking is at the center of our efforts to rebuild trust and transform the way we serve our customers and clients. The Consumer and Small Business Banking organization is focused on innovating and transforming our business with the customer at the center, better enabling customers to engage with us how, when, and wherever they choose through a broad suite of financial products and services. While we are pleased to be an industry leader in many consumer and small business areas, including retail deposits, debit card transaction and purchase volume, and small business lending, our primary goal is delivering for our customers. Our market positions are an outcome of great work by employees who are committed to serving our customers.

As a Premier Banker 2 at Wells Fargo you will be responsible for servicing and building relationships with affluent customers. You will work proactively to engage customers to understand what is most important to them and help with their complex needs. Premier Banker 2s work with a group of partners to deliver an exceptional customer experience, acquire, deepen, and retain relationships, and help affluent customers succeed financially.
Your responsibilities include:

Build relationships with affluent customers through asking questions to learn about their financial needs, share how Wells Fargo can help, follow up, proactive outreach, and appointments.
Serve as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.
Explain and demonstrate self-service digital options to customers
Maintain deep knowledge of bank products and services
Build relationships with branch team members and partners and work together to best serve customers
Complete service requests, establish new accounts, and submit credit applications
Make introductions to partners to help meet customer's broader financial needs
Help resolve customer concerns and escalate issues as needed

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 S.A.F.E. 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.

What is a Premier Banker role at Wells Fargo? Copy and paste this video URL into a new browser tab to view: https://www.youtube.com/watch?v=Bg69Ymf8xOQ&list=PL1wnNCsFZfFVW7aXdtLBF

Required Qualifications

3+ years of financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking; or 2+ years of experience in a premier banker (SAFE) 1 position
Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications

Have met the role's promotion assessment criteria
1+ year of brokerage or wealth management experience
Customer service focus with experience handling complex transactions across multiple systems
Experience building and maintaining effective relationships with customers and internal partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
State Life Insurance license(s)
Knowledge and understanding of compliance controls, risk management and loss prevention
Ability to follow policies, procedures, and regulations
Ability to influence, educate, and connect customer to technology and share the value of digital banking options
Ability to interact with integrity and professionalism with customers and team members
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations

Registration for FINRA Series 66 (or equivalent) are required for this role or must be completed within a specified period of time and will be communicated to the candidate upon offer acceptance
State Insurance license(s) are required for this role and must be completed within a specified period of time determined by number of licenses to be obtained and will be communicated to the candidate upon offer acceptance. Compliance with the state law requirements is required
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. 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) web site (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.

Street Address

CA-Palm Springs: 543 S Palm Canyon Drive - Palm Springs, CA

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Premier Banker 2 - Palm Springs - Military Veterans

Palm Springs, CA

Palm Springs, CA