Premier Banker - Mission Peak District
Company: WELLS FARGO BANK
Location: Union City
Posted on: August 7, 2022
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Job Description:
Job Description About this role: Wells Fargo is seeking a
Premier Banker (SAFE) in Consumer and Small Business Banking, as
part of Branch Banking. Learn more about our career areas and lines
of business at wellsfargojobs.com . In this role you will:
Proactively acquire new affluent consumer and small business
customers, and deepen existing relationships, through outreach and
pre-planned appointments Review and analyze moderately complex
customer concerns Escalate banking related issues or business risks
that require an in-depth evaluation of multiple factors 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, 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
Collect information directly from customers regarding income,
assets, investments, and credit; analyze information to develop
customized plan identifying Wells Fargo's products and services
that will best meet customer's financial needs and goals, including
highly complex needs. 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 services and products
to meet changing circumstances 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 You will have the opportunity to study and test
for additional licenses (Series 7 and Series 66), once you meet the
minimum licensing requirements . Required Qualifications: 4 years
of customer service experience, or equivalent demonstrated through
one or a combination of the following: work experience, training,
military experience, and/or education 3 years of experience
building and maintaining effective relationships with customers and
partners 3 years of experience recommending products and services
Current registrations for FINRA Series 6 or 7 and Series 63 or 66
examinations (or FINRA recognized equivalents) are required for the
Senior Branch Premier Banker role; for individuals without these
current registrations, participation in the licensing study program
as a Program Associate and successfully passing the FINRA Series 6
or 7 and Series 63 or 66 (or equivalent) licensing examinations
within a specified period of time is first required prior to
becoming a Premier Banker; the required time frame for achieving
passing score(s) will be communicated to the candidate under offer
acceptance. Desired Qualifications: Successfully completed
Financial Industry Regulatory Authority (FINRA) Series 6 or 7 and
Series 63 or 66 examinations (or FINRA recognized equivalents)
sufficient to qualify for immediate FINRA registration For the
following states where hired, FINRA Series 65 (or equivalent) will
also be required for immediate registration: 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 must have an Investment Advisor
Representative (IAR) registration (via Series 65 or 66 exam
requirement) in order to receive asset credit for any investment
advisory product programs. The State of WY permits referral-only
licensed bankers to receive the IAR registration without completing
the Series 65/66 exam requirement. State Life Insurance license(s)
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 Customer service focus with
experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and
maintaining relationships with customers and colleagues Knowledge
and understanding of book of business Knowledge and understanding
of retail 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
mobile 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 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 6 or 7 and Series 63 or 66 examinations (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. Obtaining and/or maintaining
appropriate FINRA license(s) is required for ongoing employment in
this position In addition to state registration and licensing
requirements, 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 licensing review process at the time of offer
acceptance. For specific FINRA qualification exams obtained after
9/30/2018, the Securities Industry Essentials (SIE) exam
co-requisite will be required. State Insurance license(s) are
required for this role and must be completed within a specified
period of time determined by the required number of licenses to be
obtained and will be communicated to the candidate upon 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 Ability to work holidays and
weekends Locations in District: 40982 Fremont Blvd., Fremont, CA
94587 1 S. Milpitas Blvd., Milpitas, CA 95035 5191 Mowry Ave.,
Fremont, CA 94538 34988 Newark Blvd., Newark, CA 94560 1715 Landess
Ave., Milpitas, CA 95035 44029 Osgood Rd., Fremont, CA 94539 39265
Paseo Padre Pkwy., Fremont, CA 94538 34356 Alvarado Niles Rd.,
Union City, CA 94587 30915 Courthouse Drive, Union City, CA 9458
46973 Warm Springs Blvd., Fremont, CA 94539 Positions not available
at every location At Wells Fargo, we are looking for talented
people who will put our customers at the center of everything we
do. We are seeking candidates who embrace diversity, equity, and
inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding
talent. It all begins with you. 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 complianc
Keywords: WELLS FARGO BANK, Union City , Premier Banker - Mission Peak District, Other , Union City, California
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