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Personal Banker Registered 1

Location: Conroe, Texas

Job ID: 5488052

Overview

Personal Bankers at Wells Fargo are focused on building lifelong relationships with customers. Successful bankers demonstrate a genuine interest and ask questions to understand what’s important to them and how Wells Fargo can help meet their financial needs.

  • Job Type: Full Time

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Success Profile

Check out the top traits we're looking for and see if you have the right mix. Additional related traits listed below.

  • Communicator
  • Detail-oriented
  • Problem-solver
  • Relationship expertise
  • Results-driven
  • Strategic

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Benefits

Wells Fargo wants to help you get more out of life and take care of things outside the office to make life a little easier. We provide:

  • Medical, Dental and Vision

  • Employer Matching 401(k)

  • Tuition Reimbursment

  • Maternity and Paternity Leave

  • Paid Time Off

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Responsibilities

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Consumer Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country.  We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams.  We’ve built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.

Personal Banker 1s (Registered) at Wells Fargo are focused on building lifelong relationships with customers, both consumers and small businesses.  Successful bankers demonstrate a genuine interest in their customers and ask questions to understand what’s important to them and how Wells Fargo can help meet their financial needs.  Personal bankers develop strong relationships with other Wells Fargo partners that enable them to introduce customers to specialists who can assist with specific financial needs.  Personal Banker 1s (PB1s) are able to present options to customers about ways to make their banking easy and convenient, ensuring the needs of the customer always come first. PB1s (Registered) are required to maintain Financial Industry Regulatory Authority (FINRA) Series registration and state insurance license(s) for ongoing employment in this position.

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.

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. If you are a Wells Fargo Team Member, in your Jobs Profile ensure that your email address is valid and updated to an address that can receive external emails outside of the banking network and is a different email address than the one you originally used when you joined WF. Initial contact with you will be made via e-mail. Please check your e-mail regularly for updates.

Normal work schedules typically fall between 7AM - 6PM.

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=SDLs4Fus9D8&list=PL1wnNCsFZfFVW7aXdtLBFvYrHynSOJcL0&index=3&t=0s.



Required Qualifications

  • Successfully completed FINRA Series 6 (or 7) and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
  • State Life Insurance license(s)
  • 2+ year of experience interacting with people, demonstrated through work, military, or education



Desired Qualifications

  • Customer service focus with experience handling complex transactions across multiple systems
  • Experience fostering and developing strong customer relationships
  • Experience working with others on a team to meet customer needs
  • Ability to follow policies, procedures, and regulations
  • Ability to meet or exceed performance objectives
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Ability to build strong relationships with internal partners and customers
  • 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 recruiting
  • Ability to interact with integrity and professionalism with customers and team members
  • Ability to influence, educate, and connect customers to technology
  • Experience proactively engaging with customers through outreach via phone or email
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate



Job Expectations

  • 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.
  • 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 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.
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required



Street Address

TX-Conroe: 516 W Davis St - Conroe, TX



Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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