Premier Banker (SAFE) 2
Company: Wells Fargo
Location: Jacksonville
Posted on: January 13, 2021
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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. 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 and Small Business Banking is at the center of our
efforts to rebuild trust and transform the way we serve our
customers and clients. The Consumer and Small Business Banking
organization is focused on innovating and transforming our business
with the customer at the center, better enabling customers to
engage with us how, when, and wherever they choose through a broad
suite of financial products and services. While we are pleased to
be an industry leader in many consumer and small business areas,
including retail deposits, debit card transaction and purchase
volume, and small business lending, our primary goal is delivering
for our customers. Our market positions are an outcome of great
work by employees who are committed to serving our
customers.Provides a full range of services to affluent with
complex account relationships. Works with a group of partners to
acquire, deepen, and retain relationships, and help customers with
complex needs succeed financially. Builds 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. Understands and manages risks
in the business, adhere to policies, procedures and controls and
ensure compliance with applicable laws, rules and regulations.
Explains and demonstrate self-service digital options to customers.
Maintains deep knowledge of bank products and services. Builds
relationships with branch team members and partners and work
together to best serve customers. Completes service requests,
establish new accounts, and submit credit applications. Makes
introductions to partners to help meet customers broader financial
needs. Helps resolve customer concerns and escalate issues as
needed. Models the appropriate segmentation strategy for the branch
team. 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.Required
Qualifications* 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)Desired
Qualifications* 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* State Life Insurance
license(s)* 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 recruitingJob
Expectations* Registration for FINRA Series 66 (or equivalent) are
required for this role or must be completed within a specified
period of time and will be communicated to the candidate upon offer
acceptance* State Insurance license(s) are required for this role
and 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. Compliance with the state law
requirements is required* 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.Street AddressFL-Jacksonville:
13166 Atlantic Blvd - Jacksonville, FLDisclaimerAll 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, Jacksonville , Premier Banker (SAFE) 2, Other , Jacksonville, Florida
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