Senior Premier Banker- Tri-Cities Area, Atlanta, GA
Company: Wells Fargo
Location: Atlanta
Posted on: May 29, 2023
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Job Description:
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in
Consumer and Small Business Banking, as part of Branch Banking.
Learn more about the career areas and business divisions at
wellsfargojobs.com . Upon required licensing and SAFE registration,
the Senior Branch Premier Banker LP (SAFE) employee will transition
to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of
what Senior Branch Premier 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 clients
serviced, banking services and options of various clients, and
client 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 Senior Branch Premier Banker LP (SAFE). This is a temporary
position until employee has successfully completed licensing
requirements. Upon successful completion, employees will transition
to the Senior Branch Premier Banker (SAFE) role and perform the
following duties:
Proactively acquire new affluent consumer and small business
customers, and deepen existing relationships, through outreach and
pre-planned appointments
Review and analyze moderately complex costumer concerns for
possible resolution though discretionary application of applicable
resolution protocols
Escalate banking related issues or business risks that require an
in-depth evaluation
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 Advisory Services, Mortgage and Wealth and
Investment Management to best meet the previously identified needs
and goals, consistent with clients' overall financial circumstances
and goals
Understand and manage risks in the business by 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 plans identifying Wells Fargo's banking options and
services that will best meet customers' financial needs and
goals
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 banking services and
options to meet changing circumstances
Be an active member of the branch team, including providing
guidance to other branch employees on developing relationships and
managing moderately complex to complex client needs
May study and test for additional licenses (Series 7 and Series 66)
once the minimum licensing requirements are met
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:
4+ years of customer service experience, or equivalent demonstrated
through one or a combination of the following: work experience,
training, military experience, education
3+ years of experience building and maintaining effective
relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
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
Successfully completed FINRA Series 6 and 63 exams (or recognized
FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services
position
Customer service focus with experience handling complex
transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and
maintaining relationships with customers and colleagues
Excellent 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
Knowledge and understanding of Branch Banking 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 self-service digital 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
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) 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.
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) website
(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
This position is not eligible for Visa sponsorship
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, age, sex, sexual orientation, gender
identity, national origin, disability, or status as a protected
veteran.
Candidates applying to job openings posted in Canada: Applications
for employment are encouraged from all qualified candidates,
including women, persons with disabilities, aboriginal peoples and
visible minorities. Accommodation for applicants with disabilities
is available upon request in connection with the recruitment
process.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug
and Alcohol Policy to learn more.
Company: WELLS FARGO BANK
Req Number: R-272566
Updated: Thu Apr 27 00:00:00 UTC 2023
Location: ATLANTA,Georgia
Keywords: Wells Fargo, Atlanta , Senior Premier Banker- Tri-Cities Area, Atlanta, GA, Other , Atlanta, Georgia
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