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Premier Banker Westminster

Company: Wells Fargo
Location: Westminster
Posted on: June 10, 2021

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 are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Consumer and Small Business Banking (CSBB) is at the center of our efforts to rebuild trust and transform the way we serve our customers and clients. The CSBB 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. We want to build a strong value proposition for key consumer and small business segments by identifying gaps and opportunities and building capabilities to transform how we engage customers and deliver advice.Branch Banking serves more than 70 million consumer and small business customers through a distribution network consisting of retail branches, ATMs, and online and digital channels, offering financial products and services to consumers and small businesses through approximately 5,200 retail banking branches and more than 13,000 ATMs in 36 states and Washington, D.C. Branch Banking includes the Affluent Segment and Strategy team and Wells Fargo At WorkSM, the Business Development Office, Business Initiatives, Business Performance & Accountability, Distribution Strategies, Future Banking, and Regional Banking.Primarily participates in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to Premier Banker role. Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Collect information directly from customers regarding income, assets, investments and credit; analyze information to develop customized plan identifying Wells Fargo s products and services that will best meet customer s financial needs and goals, including highly complex needs Advise customers on various aspects of recommended and available product and services Identify client needs and goals for business, mortgage, retirement and investment services, then partner closely with employees in Business Banking, Mortgage and Wealth and Investment Management to best meet the previously identified need, consistent with clients overall financial circumstances and goals Serves as a risk management leader; understanding and managing risks in the business, adhering to policies, procedures & controls and ensuring compliance with applicable laws, rules & regulationsReview & analyze client service requests, identify, document and resolve concernsKnowledge of bank products and services, credits and investments.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.Learn more about Who We Are. Copy and paste this video URL into a new browser tab to view: https://www.youtube.com/watch?v=Bg69Ymf8xOQRequired Qualifications3+ years of financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending financial services products and servicesDesired QualificationsSuccessfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)State Life Insurance license(s)3+ years of experience in a licensed financial services positionCustomer service focus with experience handling complex transactions across multiple systemsProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesKnowledge and understanding of book of businessKnowledge and understanding of retail compliance controls, risk management, and loss preventionAbility to follow policies, procedures, and regulationsAbility to educate and connect customers to technology and share the value of mobile banking optionsExperience using strong business acumen to provide financial services consultation to small business customersKnowledge and understanding of financial services consumer lending productsAbility to interact with integrity and professionalism with customers and employeesHigh motivation with ability to successfully meet team objectives while maintaining individual performanceExperience mentoring and peer-coaching othersRelevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reportingRelevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Keywords: Wells Fargo, Ellicott City , Premier Banker Westminster, Other , Westminster, Maryland

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