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Senior Premier Banker - Newport Coast, CA

Why Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.

About this role:

Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer, Small & Business Banking, as part of our National Branch Network. The Associate Premier Banker is a foundational role designed to prepare you for your career with Wells Fargo.  The role starts with you obtaining your securities licenses. Wells Fargo’s Investment Licensing Team provides you with the coaching and guidance that you will need to successfully obtain your FINRA securities (Series 6 and Series 63) and State Insurance license(s). For certain states where hired, FINRA Series 65 (or equivalent) will also be required. Upon required licensing and SAFE registration, the Associate Branch Premier Banker LP (SAFE) employee will transition to the Associate Branch Premier Banker (SAFE) role.

Throughout the Premier Banker Associate Program, you will receive hands-on practice and personalized coaching and guidance to develop the knowledge, skills, and behaviors to be successful and achieve goals. Upon successful completion of the Premier Banker Associate Program, employees will transition to the Senior Branch Premier Banker (SAFE) role. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will:

  • Participate 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 the Associate Branch Premier Banker (SAFE) role and perform the following duties:

  • Learn the role of a Premier Banker by actively participating in all aspects of the training program including practice in an experiential learning environment and virtual training.

  • Follow a training and development curriculum focused on skill development; observation and feedback; in-branch application; developing your own strengths; and understanding diversity, equity, and inclusion.

  • Connect with your associate program peers across the company on a regular cadence to share, learn, and engage in small group projects and activities.

  • Begin engaging clients in conversations and asking questions to learn about their financial needs; understanding clients’ life events and goals; and sharing how Wells Fargo can help by following up through proactive outreach, and appointments.

  • Begin building relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially

  • Begin identifying client needs and goals for business, mortgage, retirement, and investment services, then 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

  • Begin collecting information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals, including moderately complex needs.

  • Begin informing clients of self-service digital banking options and demonstrating them

  • Begin advising customers on various aspects of recommended and available banking options and services

  • Begin serving 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

  • May study and test for additional licenses (Series 7 and Series 66) after successful completion of the Premier Banker Associate Program. 

  • 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:

  • 6+ months of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired 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+ years of experience building and maintaining effective relationships with customers and partners

  • 1+ years of experience recommending products and services

  • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking 

  • Customer service focus with experience handling moderately complex 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 follow policies, procedures, and regulations

  • Ability to educate and connect customers to technology and share the value of self-service digital banking options

  • 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)

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • Adherence to Wells Fargo sales practices risk management culture

  • Current registration for FINRA Series 6 and Series 63 (or equivalent) are 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) will also be required to be completed within a specified period: 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) 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.

  • This position is not eligible for Visa sponsorship.

Pay Range

$33.61 - $59.76

Benefits

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

Posting End Date:

18 Jul 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.

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.


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