Senior Premier Banker Mission 880
SAN LEANDRO, CAAll locationsSAN LEANDRO, CAFREMONT, CAHAYWARD, CANEWARK, CAUNION CITY, CASAN LORENZO, CA On-site
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About the role
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth-oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
What you'll bring
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- 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
- 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.
- 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