Jobs · Finance · California

Senior Premier Banker Apple Valley

ALPFA Baltimore Chapter · Apple Valley, CA · 1 mo ago
Finance$37–$65.5/hrFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate. Must preserve all substantive info. No job title heading. No Job ID etc. No application instructions. Remove cookie/navigation/legal/EEO etc. We need to parse the posting. Key sections: - About this role: description paragraph(s). We'll put under

About the role

with

content. - Responsibilities: list of duties (the "In This Role You Will" bullet points). Use

  • . - Requirements: maybe "Required Qualifications" and "Job Expectations" etc. Could combine. - Qualifications: "Desired Qualifications" maybe. - Skills: maybe not explicit; but we could infer from required/desired? The instruction: only include sections when posting has real specific content. There's no explicit "Skills" heading; but we could treat "Required Qualifications" as Requirements, "Desired Qualifications" as Qualifications. Skills maybe not present; we could omit. - Benefits: there is a Benefits section with list. Include

    Benefits

    with
      . - Pay: there is Pay Range Reflected: $37.00 - $65.50. Include

      Pay

      with

      . - Schedule: there is "Job Expectations Ability to work a schedule that will include most Saturdays". Also maybe schedule mention. So include

      Schedule

      with

      . We must not include sections with filler like "commensurate with experience". Not present. We must remove boilerplate: lines like "The insights provided are generated by AI..." duplicate, EEO, etc. Also remove "Posting End Date", "Location" maybe? Location is substantive? It's not a heading but could be included as a paragraph under About? The instruction: preserve ALL substantive information; do not invent or summarize away detail. So we should keep location somewhere. Could include as a

      under About the role or separate? There's no heading for location; we could just include a

      after About the role before Responsibilities. But we must not create new headings unless they match allowed list. So we can add a

      containing location. Similarly, we might include "Job Expectations" content under Requirements or Schedule? The schedule part is separate. The "Job Expectations Ability to work a schedule that will include most Saturdays" is schedule. Also other job expectations like licensing requirements etc. Those could go under Requirements or Qualifications. Let's think. We have: Required Qualifications: - 4+ years of customer service experience, or equivalent... - 3+ years of experience building and maintaining effective relationships... - 3+ years of experience recommending products and services Desired Qualifications: - Experience recommending financial products and translating customer goals... - Demonstrated ability to proactively source, acquire, and deepen relationships... - Proven experience managing a book-of-business... - Experience coaching or supporting peers... - Demonstrated ability to communicate clearly... - Financial services industry experience... - 3+ years of experience in a licensed financial services position - Successfully completed FINRA Series 6 and 63 exams... - State Insurance license(s) Job Expectations: - Ability to work a schedule that will include most Saturdays - This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. - For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required. - For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: [list]. - Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. - Requirements may change based on current state regulations. - Obtaining and maintaining required FINRA licenses is necessary for continued employment. - This role also requires meeting enhanced financial fitness and criminal background standards. - Wells Fargo will begin the FINRA review process once an offer is accepted. - SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. - Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies... - A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. - This position is not eligible for Visa sponsorship We need to decide where to put these. Could have Requirements section containing Required Qualifications + Job Expectations (license etc). Qualifications section containing Desired Qualifications. Or we could split: Requirements = Required Qualifications; Qualifications = Desired Qualifications; Skills maybe not present. We also have "About this role" description paragraphs. We also have "In This Role You Will" bullet list for responsibilities. We also have Benefits list. We also have Pay. We also have Schedule (from Job Expectations about Saturdays). Could also include other schedule info? Only that. We must not repeat the job title as heading. We must not include Job ID/requisition numbers. We must remove boilerplate: The insights lines, EEO, equal opportunity, scam-warning, etc. Also remove "Posting End Date", "Location"? Location is substantive; we keep. We also need to remove "Wells Fargo Recruitment And Hiring Requirements" etc. That's boilerplate. We also need to remove "Drug and Alcohol Policy", "Third-Party recordings are prohibited", etc. We also need to remove "We Value Equal Opportunity" etc. We also need to remove "Applicants With Disabilities" etc. We also need to remove "Wells Fargo Recruitment And Hiring Requirements" etc. We also need to remove "Posting End Date 20 Sep 2026" maybe? It's substantive? It's a date; but could be considered metadata. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

      or drop it. Posting End Date is minor metadata; we could drop it or put in a short p. Safer to drop it? The instruction says preserve ALL substantive information; is posting end date substantive? It's not about the job itself; it's administrative. Could be considered minor metadata; we could drop it. Safer to drop. Location is substantive (where job is). Keep. We also have "Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities." That's substantive; we keep. Now produce HTML. Structure:

      About the role

      ... (description paragraphs)

      Location: 12121 Apple Valley Rd. Apple Valley, CA 92308

      Responsibilities

      • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
      • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
      • Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
      • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
      • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
      • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
      • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

      Requirements

      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

      Job Expectations (licensing and compliance):

      • Ability to work a schedule that will include most Saturdays
      • This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe.
      • For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
      • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required 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.
      • Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.
      • Requirements may change based on current state regulations.
      • Obtaining and maintaining required FINRA licenses is necessary for continued employment.
      • This role also requires meeting enhanced financial fitness and criminal background standards.
      • Wells Fargo will begin the FINRA review process once an offer is accepted.
      • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.
      • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
      • This position is not eligible for Visa sponsorship.
      But we already have Schedule section separate; we might move schedule bullet to Schedule section. However we already included schedule bullet in Requirements; better to separate. Let's create Schedule section:

      Schedule

      Ability to work a schedule that will include most Saturdays.

      Then we can remove that bullet from Requirements. Now Requirements will contain Required Qualifications and other licensing expectations except schedule. But we also have other licensing expectations; we can keep them under Requirements. Now Qualifications section for Desired Qualifications.

      Qualifications

      • Experience recommending financial products and translating customer goals into clear, actionable recommendations
      • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
      • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
      • Experience coaching or supporting peers to strengthen team performance and customer impact
      • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
      • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
      • 3+ years of experience in a licensed financial services position
      • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 exams (or FINRA

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