SanJoseCARecruiter Since 2001
the smart solution for San Jose jobs

Premier Banker West Coast District

Company: Wells Fargo Bank
Location: San Jose
Posted on: February 16, 2020

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 Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country.? We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams.? We?ve built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.?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.?Positions may not be available at all branch locations outlined in the posting.?Want to learn more?? 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

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 63 or 7 and 66, State Insurance are required for this role or 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. FINRA recognized equivalents will be accepted.
--- State Life Insurance license requirements must be completed within a specified period of time communicated to the candidate upon offer acceptance. Compliance with state law requirements is required.
--- Registration for FINRA Series 65 must be completed when required by the state in which the position is located. FINRA recognized equivalents will be accepted.
--- 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-San Mateo: 100 E 4th Ave - San Mateo, CA
CA-San Mateo: 112 DE ANZA BLVD - SAN MATEO, CA
CA-Millbrae: 490 Broadway - Millbrae, CA
CA-San Bruno: 875 El Camino Real - San Bruno, CA
CA-Half Moon Bay: 132 San Mateo Rd - Half Moon Bay, CA
CA-Burlingame: 1435 Burlingame Ave - Burlingame, CA
CA-Foster City: 999 E Hillsdale Blvd - Foster City, CA
CA-Burlingame: 1145 Broadway - Burlingame, 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.

Keywords: Wells Fargo Bank, San Jose , Premier Banker West Coast District, Other , San Jose, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


DoorDash Delivery Driver - No Experience Needed
Description: No passengers. No bosses. Just you, your tunes, and the road. Sign up now and start making money Choose your wheels and deliver food and other items from local merchants to
Company: Doordash
Location: Watsonville
Posted on: 02/21/2020

Find electrical repair jobs on Thumbtack. Sign up & start getting leads.
Description: Thumbtack has been trusted by electricians across the country to help grow their business. Customers come to Thumbtack to get all kinds of jobs done, including electrical and wiring repair, (more...)
Company: Thumbtack
Location: Gilroy
Posted on: 02/21/2020

Travel Nurse RN - Infusion - $2,482 per week
Description: American Mobile Healthcare is seeking a travel nurse RN Infusion for a travel nursing job in Turlock, California:- Specialty: Infusion- Discipline: RN- Start Date: 04/14/2020- Duration: 13 weeks- 40 hours (more...)
Company: American Mobile Healthcare
Location: Turlock
Posted on: 02/21/2020


Medication Assistant / Med Tech - San Rafael
Description: Req ID 2 br Job Category Clinical Services br Shift On-Call br Who We Are br br An Elder Care Alliance Community br br AlmaVia of San Rafael br br Do you enjoy working with seniors (more...)
Company: Elder Care Alliance
Location: San Rafael
Posted on: 02/21/2020

Resident Assistant (RA Memory Care) - San Rafael
Description: Req ID 2 br Job Category Clinical Services br Shift Day, Evening, NOC, On-Call br Who We Are br br An Elder Care Alliance Community br br AlmaVia of San Rafael br br Do you enjoy working (more...)
Company: Elder Care Alliance
Location: San Rafael
Posted on: 02/21/2020

DoorDash Delivery Driver / Courier
Description: No passengers. No bosses. Just you, your tunes, and the road. Sign up now and start making money Choose your wheels and deliver food and other items from local merchants to
Company: Doordash
Location: Watsonville
Posted on: 02/21/2020

Travel Nurse RN - Infusion - $2,588 per week
Description: Advantis Medical is seeking a travel nurse RN Infusion for a travel nursing job in Turlock, California:- Specialty: Infusion- Discipline: RN- Start Date: 04/14/2020- Duration:
Company: NurseFly Travel Nursing
Location: Turlock
Posted on: 02/21/2020

CDL A - Company OTR Driver - 1+ yr EXP Req (San Rafael)
Description: OVER THE ROAD COMPANY DRIVERS IN OAKLAND, CAPacific Drayage Services is seeking OTR Company Drivers for our Oakland, CA Terminal.Join a Stable Company with Consistent Freight Get Paid 1,000 sign on bonus. (more...)
Company: IMC Companies - PDS - Pacific Drayage Services
Location: San Rafael
Posted on: 02/21/2020

Find electrical repair jobs on Thumbtack. Sign up & start getting leads.
Description: Thumbtack has been trusted by electricians across the country to help grow their business. Customers come to Thumbtack to get all kinds of jobs done, including electrical and wiring repair, (more...)
Company: Thumbtack
Location: Watsonville
Posted on: 02/21/2020

Server, Busser, Host, Take Out
Description: BJ's Restaurant amp Brewhouse - One of the Hottest Restaurants in America Now accepting applications to join our San Rafael Team 5800 Northgate Mall Center, San Rafael, CA 94903Walk-in Apply Monday-Friday
Company: BJs Restaurant & Brewhouse
Location: San Rafael
Posted on: 02/21/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Jose RSS job feeds