Premier Banker - Covina Main
Company: Wells Fargo
Location: Covina
Posted on: January 6, 2021
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Job Description:
**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 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 Bankers 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. Want to learn more about our team? Copy and
paste this video URL into a new browser tab to hear what our team
members are saying:
https://www.youtube.com/watch?v=Bg69Ymf8xOQ&list=PL1wnNCsFZfFVW7aXdtLBF
**Required Qualifications** + 2+ years of financial services
industry experience or 1+ year experience in a licensed financial
services position **Desired Qualifications** + 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 + 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 + Successfully completed FINRA Series 7 and
63 or 7 and 66 exams to qualify for immediate registration (or
FINRA recognized equivalents) + State Life Insurance license(s) +
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** + Current registration for
FINRA Series 7 and 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 + 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. + For specific FINRA
qualification exams obtained after 9/30/2018, the Securities
Industry Essentials (SIE) exam co-requisite may also be required
**Street Address** **CA-Covina:** 925 West Badillo Street - Covina,
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. **Company:** Wells Fargo **Req
Number:** 5555858 **Updated:** 2020-12-22 23:19:05.510 UTC
**Location:** Covina,California
Keywords: Wells Fargo, Covina , Premier Banker - Covina Main, Other , Covina, California
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