Relationship Banker Imperial Gateway

About the role

Wells Fargo is seeking a Relationship Banker (SAFE) for its National Branch Network. This role is part of the Consumer, Small & Business Banking division. 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 the 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.
• 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 customers 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.

Responsibilities

In this role, you will:

• Participate in building relationships with customers and spend time understanding required 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 customers 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.

Requirements

Required qualifications include:

• 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.
• Sufficient State Insurance license(s) to meet requirements.
• Customer service focus with experience handling transactions across multiple systems.
• Proactive 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.
• 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.
• To educate and connect customers to technology and share the value of mobile banking options.
• To interact with integrity and professionalism with customers and employees.

Job Expectations

• Ability to work a schedule that may include most Saturdays.
• 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.
• The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.
• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon 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.
• This position is not eligible for Visa sponsorship.

Locations

• 18005 South Avalon Blvd, Carson, CA 90746
• 4300 Tweedy Blvd, South Gate, CA 90280
• 111 West Ocean Blvd, Long Beach, CA 90802
• 1221 West Redondo Beach Blvd, Gardena, CA 90247
• 11305 S Crenshaw Blvd, Inglewood, CA 90247
• 16230 Paramount Blvd, Paramount, CA 90248
• 1625 S Alameda St, Compton, CA 90220
• 1902 W Rosecrans Ave, Compton, CA 90220
• 4580 Pacific Blvd, Vernon, CA 90262
• 6510 Atlantic Ave, Bell, CA 90201
• 1144 E Florence Ave, Los Angeles, CA 90001
• 3326 Imperial Hwy, Lynwood, CA 90262
• 3508-12 E Florence Ave, Huntington Park, CA 90255

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commute benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement