Wells Fargo - Branch Relationship Banker LP Pflugerville Stonehill
Company: WELLS FARGO BANK
Location: Pflugerville
Posted on: April 17, 2024
|
|
Job Description:
Why Wells Fargo: Are you ready for the next step in your career?
This is where it begins - at a company known for our "Well Life"
approach to supporting employees' career aspirations, work-life
balance, and mental and physical health. We ranked #2 on the 2023
LinkedIn Top Companies list - and #1 among financial services
companies - as the best workplace "to grow your career" in the U.S.
We're especially proud of our tangible, meaningful commitment to
diversity, equity, and inclusion in the workplace. When it comes to
employees' financial health, we offer competitive salaries and
generous benefits package. Apply today. About this role: Wells
Fargo is seeking a Relationship Banker (SAFE) for our National
Branch Network as part of the Consumer, Small & Business Banking
division. Learn more about the career areas and business divisions
at wellsfargojobs.com. Upon required licensing and SAFE
registration, the Relationship Banker LP (SAFE) employee will
transition to the Relationship Banker (SAFE) role. The following
job profile is intended to provide a general sense of what
Relationship Bankers do; however, the day-to-day duties and
responsibilities will differ from branch to branch and even banker
to banker depending on several variables, including (but not
limited to) years of experience, complement of customers serviced,
banking services and options of various customers, and customer
needs. In this role you will: 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 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 Identify
opportunities for offering a full range of Wells Fargo retail
banking deposit and credit products and services, based on
customers' 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
customer 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 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. 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: 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
State Insurance license(s) Customer service focus with experience
handling transactions across multiple systems Proficient with
proactively 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 Ability 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
Ability to educate and connect customer to technology and share the
value of mobile banking options Ability to interact with integrity
and professionalism with customers and employees Job Expectations:
Ability to work holidays and weekends 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 For the following states where hired,
FINRA Series 65 (or equivalent) examination will also be required
to be attempted within a specified period of time: 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. The State of WY permits
referral-only licensed bankers to receive the IAR registration
without completing the Series 65/66 exam requirement. This list of
states is subject to change and Series 65 (or equivalent) licensing
requirement would be based on current state requirements during
employment State Insurance license(s) are required for this role
and must be completed within a specified period Licensing
requirements and expected completion timeline (determined by the
number of licenses needed) will be communicated to the candidate
upon offer acceptance Obtaining and/or maintaining appropriate
Financial Industry Regulatory Authority (FINRA) license(s) is
required for ongoing employment in this position. 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 This
position is not eligible for Visa sponsorship Location: 1608 Town
Center Dr Ste 650 PFLUGERVILLE, TX 78660 Compensation: $42,200 -
$63,400 Posting End Date: 18 Apr 2024 *Job posting may come down
early due to volume of applicants. We Value Diversity At Wells
Fargo, we believe in diversity, equity and inclusion in the
workplace; accordingly, we welcome applications for employment from
all qualified candidates, regardless of race, color, gender,
national origin, religion, age, sexual orientation, gender
identity, gender expression, genetic information, individuals with
disabilities, pregnancy, marital status, status as a protected
veteran or any other status protected by applicable law. Employees
support our focus on building strong customer relationships
balanced with a strong risk mitigating and compliance-driven
culture which firmly establishes those disciplines as critical to
the success of our customers and company. They are accountable for
execution of all applicable risk programs (Credit, Market,
Financial Crimes, Operational, Regulatory Compliance), which
includes effectively following and adhering to applicable Wells
Fargo policies and procedures, appropriately fulfilling risk and
compliance obligations, timely and effective escalation and
remediation of issues, and making sound risk decisions. There is
emphasis on proactive monitoring, governance, risk identification
and escalation, as well as making sound risk decisions commensurate
with the business unit's risk appetite and all risk and compliance
program requirements. Candidates applying to job openings posted in
US: All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, status
as a protected veteran, or any other legally protected
characteristic. Candidates applying to job openings posted in
Canada: Applications for employment are encouraged from all
qualified candidates, including women, persons with disabilities,
aboriginal peoples and visible minorities. Accommodation for
applicants with disabilities is available upon request in
connection with the recruitment process. Applicants with
Disabilities To request a medical accommodation during the
application or interview process, visit Disability Inclusion at
Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug
free workplace. Please see our Drug and Alcohol Policy to learn
more.
Keywords: WELLS FARGO BANK, Bryan , Wells Fargo - Branch Relationship Banker LP Pflugerville Stonehill, Other , Pflugerville, Texas
Click
here to apply!
|