Relationship Banker Evergreen Branch
Company: WELLS FARGO BANK
Location: San Jose
Posted on: April 15, 2024
Job Description:
Why Wells Fargo: Are you ready for the next step in your career?
This is where it begins - at a company known for our "Well Life"
approach to supporting employees' career aspirations, work-life
balance, and mental and physical health. We ranked #2 on the 2023
LinkedIn Top Companies list - and #1 among financial services
companies - as the best workplace "to grow your career" in the U.S.
We're especially proud of our tangible, meaningful commitment to
diversity, equity, and inclusion in the workplace. When it comes to
employees' financial health, we offer competitive salaries and
generous benefits package. Apply today. About this role: Wells
Fargo is seeking a Relationship Banker (SAFE) for our National
Branch Network as part of the Consumer, Small & Business Banking
division. Learn more about the career areas and business divisions
at wellsfargojobs.com. Upon required licensing and SAFE
registration, the Relationship Banker LP (SAFE) employee will
transition to the Relationship Banker (SAFE) role. The following
job profile is intended to provide a general sense of what
Relationship Bankers do; however, the day-to-day duties and
responsibilities will differ from branch to branch and even banker
to banker depending on several variables, including (but not
limited to) years of experience, complement of customers serviced,
banking services and options of various customers, and customer
needs. In this role you will:
- Employees who are not fully licensed at the time of hire will
participate in the Branch Banking Licensed Banker licensing program
as a Relationship Banker LP (SAFE). This is a temporary position
until employee has successfully completed licensing requirements.
Upon successful completion, employees will transition to the
Relationship Banker (SAFE) role and perform the following
duties:
- Participate in building relationships with customers and spend
time understanding required needs
- Identify opportunities for offering a full range of Wells Fargo
retail banking deposit and credit products and services, based on
customers' needs
- Analyze tactical business challenges related to full-service
banking experience to emerging affluent and high-value
customers
- Present recommendations for resolving inquiries and service
requests regarding customers' accounts
- Open and service accounts within authorized limits, create
plans for follow-up and scheduled contacts with customers
- Provide information to internal partners and external sources
to further enhance the customer experience
- Identify opportunities to leverage partners and connect
customer with the appropriate partner or relationship manager to
meet their needs
- Partner with financial advisors to understand appropriate
introductions to address the needs of customers with investment or
retirement needs
- Provide self-service digital banking options to customers
- 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 Required
Qualifications:
- 2+ years of customer service experience, or equivalent
demonstrated through one or a combination of the following: work
experience, training, military experience, education
- 1+ year of assessing and meeting the needs of customers or
helping with issue resolution, demonstrated through work or
military experience
- 1+ year of building and maintaining effective relationships
with customers and partners Desired Qualifications:
- Successfully completed Financial Industry Regulatory Authority
(FINRA) Series 6 and Series 63 examinations (or FINRA recognized
equivalents) sufficient to qualify for immediate FINRA
registration
- State Insurance license(s)
- Customer service focus with experience handling transactions
across multiple systems
- Proficient with proactively sourcing, acquiring, building, and
maintaining relationships with customers and colleagues
- Strong verbal, written, and interpersonal communication
skills
- Knowledge and understanding of book of business processes to
actively manage a group of Wells Fargo customers to meet their
needs and grow the business
- Ability to be proactive, innovative, and creative in meeting
customer and enterprise needs
- Ability to make client calls and actively participate in the
sales development process
- Knowledge and understanding of retail compliance controls, risk
management, and loss prevention
- Ability to follow policies, procedures, and regulations
- High motivation with ability to successfully meet team
objectives while maintaining individual performance
- Experience mentoring and peer- coaching
- Experience assessing customer needs and recommending
products/services to fulfill those needs
- Experience using business acumen to provide financial services
consultation to small business customers
- Knowledge and understanding of financial services consumer
lending products
- Ability to educate and connect customer to technology and share
the value of mobile banking options
- Ability to interact with integrity and professionalism with
customers and employees Job Expectations:
- Ability to work holidays and weekends
- Adherence to Wells Fargo sales practices risk management
culture
- Current registration for FINRA Series 6 and Series 63 (or FINRA
recognized equivalents) is required for this role or must be
completed within a specified period. For specific FINRA
qualification exams obtained after 9/30/2018, the Securities
Industry Essentials (SIE) exam co-requisite will be required
- For the following states where hired, FINRA Series 65 (or
equivalent) examination will also be required to be attempted
within a specified period of time: 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. The State of WY permits referral-only licensed
bankers to receive the IAR registration without completing the
Series 65/66 exam requirement. This list of states is subject to
change and Series 65 (or equivalent) licensing requirement would be
based on current state requirements during employment
- State Insurance license(s) are required for this role and must
be completed within a specified period
- Licensing requirements and expected completion timeline
(determined by the number of licenses needed) will be communicated
to the candidate upon offer acceptance
- Obtaining and/or maintaining appropriate Financial Industry
Regulatory Authority (FINRA) license(s) is required for ongoing
employment in this position. 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 ( 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
- This position is not eligible for Visa sponsorship Pay
Range
$24.38 - $36.59
Benefits Wells Fargo provides all eligible full- and part-time
employees with a comprehensive set of benefits designed to protect
their physical and financial health and to help them make the most
of their financial future. Visit Benefits - Wells Fargo Careers for
an overview of the following benefit plans and programs offered to
employees.
- 401(k) Plan
- Paid Time Off
- Parental Leave
- Critical Caregiving Leave
- Discounts and Savings
- Health Benefits
- Commuter Benefits
- Tuition Reimbursement
- Scholarships for dependent children
- Adoption Reimbursement Posting End Date:
21 Apr 2024
* Job posting may come down early due to volume of applicants. 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
compliance-driven culture which firmly establishes those
disciplines as critical to the success of our customers and
company. They are accountable for execution of all applicable risk
programs (Credit, Market, Financial Crimes, Operational, Regulatory
Compliance), which includes effectively following and adhering to
applicable Wells Fargo policies and procedures, appropriately
fulfilling risk and compliance obligations, timely and effective
escalation and remediation of issues, and making sound risk
decisions. There is emphasis on proactive monitoring, governance,
risk identification and escalation, as well as making sound risk
decisions commensurate with the business unit's risk appetite and
all risk and compliance program requirements. Candidates applying
to job openings posted in US: All qualified applicants will receive
consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, disability, status as a protected veteran, or any other
legally protected characteristic. Applicants with Disabilities To
request a medical accommodation during the application or interview
process, visit Disability Inclusion at Wells Fargo . Drug and
Alcohol Policy Wells Fargo maintains a drug free workplace. Please
see our Drug and Alcohol Policy to learn more.
Keywords: WELLS FARGO BANK, San Jose , Relationship Banker Evergreen Branch, Other , San Jose, California
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