Relationship Banker Prescott Valley AZ
Company: Wells Fargo
Location: Prescott Valley
Posted on: June 13, 2022
Job Description:
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.
About this role:
Wells Fargo is seeking a Relationship Banker (SAFE) in Consumer and
Small Business Banking, as part of Branch Banking.
Learn more about our career areas and lines of business at
wellsfargojobs.com .
In this role you will:
- 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, and
creating 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
- 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
- Partners with financial advisors to understand appropriate
introductions to address the needs of customers with investment or
retirement needs
- Provides mobile options to customersRequired Qualifications:
- Current registrations for FINRA Series 6 or 7 and Series 63 or
66 (or equivalent) are required for the Relationship Banker role;
for individuals without these current registrations, participation
in the licensing study program as a Program Analyst and
successfully passing the FINRA Series 6 and Series 63 (or
equivalent) licensing examinations within a specified period of
time is first required prior to becoming a Relationship Banker; the
required time frame for achieving passing score(s) will be
communicated to the candidate under offer acceptance.
- 2+ years of customer service experience, or equivalent
demonstrated through one or a combination of the following: work
experience, training, military experience, and/or education
- 1+ year of Assessing and Meeting the needs of Customers or
helping with Issue Resolution experience, demonstrated through work
or military experience
- 1+ year of Building and Maintaining effective relationships
with Customers and Partners experienceDesired Qualifications:
- Successfully completed Financial Industry Regulatory Authority
FINRA Series 6 or 7 and Series 63 or 66 examinations (or FINRA
recognized equivalents) sufficient to qualify for immediate FINRA
registration
- State Life Insurance license(s)
- Customer service focus with experience handling complex
transactions across multiple systems
- Proficient with proactively sourcing, acquiring, building, and
maintaining relationships with customers and colleagues
- Knowledge and understanding of book of 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 others
- Experience assessing customer needs and recommending
products/services to fulfill those needs
- Experience using strong 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
- Relevant military experience including working with military
protocol and instructions, enlisted evaluations, officer/leadership
reporting
- Relevant military experience including working in personnel
benefits management, processing military personnel orders or
transitions, wartime readiness operations, human resources or
military recruitingJob Expectations:
- 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** must have an Investment Advisor Representative
(IAR) registration (via Series 65 or 66 exam requirement) in order
to receive asset credit for any investment advisory product
programs. **The State of WY permits referral-only licensed bankers
to receive the IAR registration without completing the Series 65/66
exam requirement.
- 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) website
(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.
- Obtaining and/or maintaining appropriate Financial Industry
Regulatory Authority (FINRA) license(s) is required for ongoing
employment in this position. In addition state registration,
specific product licenses or SAFE licensing may apply. 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. For specific FINRA
qualification exams obtained after 9/30/2018, the Securities
Industry Essentials (SIE) exam co-requisite will be required
- Location:
PRESCOTT VALLEY
7520 E. Hwy 69
Prescott Valley AZ 86314We 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, or status as a protected veteran.
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.
Keywords: Wells Fargo, Prescott Valley , Relationship Banker Prescott Valley AZ, Other , Prescott Valley, Arizona
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