Premier Banker 2 (SAFE) - Santa Cruz District

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

Job Description:

Job DescriptionImportant 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. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll 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. Weve built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.

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:

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• 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 customers 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.Required Qualifications
  
  
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  • 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)
  • State Life Insurance license(s)
    
    
    Desired Qualifications
    
    
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    • 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
    • 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
      
      
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      • 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.
      • 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.
        
        
        Salary InformationThe salary range displayed below is based on a Full-time 40 hour a week schedule.
        
        CA-Santa Cruz: Min: $68,700 Mid: $96,800
        
        CA-Los Gatos: Min: $75,000 Mid: $105,600
        
        CA-Los Gatos: Min: $75,000 Mid: $105,600
        
        CA-San Jose: Min: $75,000 Mid: $105,600
        
        CA-Capitola: Min: $68,700 Mid: $96,800Street AddressCA-Santa Cruz: 74 River St - Santa Cruz, CA
        
        CA-Los Gatos: 150 N Santa Cruz Ave - Los Gatos, CA
        
        CA-Los Gatos: 16100 Los Gatos Blvd - Los Gatos, CA
        
        CA-San Jose: 6465 Almaden Expressway - San Jose, CA
        
        CA-Capitola: 1700 41st Ave - Capitola, CADisclaimerAll 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, San Jose , Premier Banker 2 (SAFE) - Santa Cruz District, Other , San Jose, California