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Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer, Small & Business Banking, as part of our National Branch Network. The Associate Premier Banker is a foundational role designed to prepare you for your career with Wells Fargo. The role starts with you obtaining your securities licenses. Wells Fargo’s Investment Licensing Team provides you with the coaching and guidance that you will need to successfully obtain your FINRA securities (Series 6 and Series 63) and State Insurance license(s). For certain states where hired, FINRA Series 65 (or equivalent) will also be required. Upon required licensing and SAFE registration, the Associate Branch Premier Banker LP (SAFE) employee will transition to the Associate Branch Premier Banker (SAFE) role. Throughout the Premier Banker Associate Program, you will receive hands-on practice and personalized coaching and guidance to develop the knowledge, skills, and behaviors to be successful and achieve goals. Upon successful completion of the Premier Banker Associate Program, employees will transition to the Senior Branch Premier Banker (SAFE) role.
Job Responsibility:
Actively engage in all training, classes, and interactive learning activities to build skill, knowledge, and a deeper understanding of role expectations and ability to deliver and successfully transition into senior branch premier role
Develop the skills necessary to execute on relationship management commitments to customers through proactive outreach and planned appointments, aligned with business strategy
Routinely manage client relationships through regular meetings to review financial condition and goals
provide advice regarding banking options and services to meet changing circumstances
Engage clients in conversations
ask questions to understand and document customer financial needs, life events and goals
provide a consistent experience to customers when tailoring options for products and services, including convenient mobile, self-service digital, and ATM options
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships
understand Wells Fargo’s banking, credit and investment financial solutions and services offered, to ensure customers are referred as complex needs are identified
Partner closely with peers in Business Banking Advisory Services, 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
Requirements:
6+ months of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration
State Insurance license(s)
For certain states where hired, FINRA Series 65 (or equivalent) will also be required
Current registration for FINRA Series 6 and Series 63 (or equivalent) are 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) will also be required to be completed within a specified period: 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
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Nice to have:
2+ years of customer service experience
1+ year of assessing and meeting the needs of customers or helping with issue resolution
1+ years of experience recommending products and services
1+ years of experience building and maintaining effective relationships with customers and partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Customer service focus with experience handling moderately complex transactions across multiple systems
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 educate and connect customers to technology and share the value of self-service digital banking options
Ability to follow policies, procedures, and regulations
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance