Senior Premier Banker Canyon Pointe

About the role

Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of our National Branch Network. The role starts with obtaining securities licenses and transitioning to the Associate Branch Premier Banker (SAFE) role upon successful completion.

Responsibilities

• Participate in the Branch Banking Licensed Banker licensing program.
• Engage in all training, classes, and interactive learning activities to build skill, knowledge, and a deeper understanding of role expectations.
• 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.
• 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.

Requirements

• 6+ months 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+ 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.
• Average 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.
• Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration.
• State Insurance license(s) are required for this role and must be completed within a specified period.

Qualifications

• 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+ 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.
• Average 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.
• Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration.
• State Insurance license(s) are required for this role and must be completed within a specified period.