Premier Banker 2 - Orange Central - District

Wells Fargo in Orange, CA

  • Industry: Financial Services - Banking/Investment/Finance - Banker/Loan Officer
  • Type: Full Time
  • Compensation: $84,150.00 - 156,310.00 / Year*
position filled
Job Description:

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. 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. As a Premier Banker 2 at Wells Fargo you will be responsible for servicing and building relationships with affluent customers. You will work proactively to engage customers to understand what is most important to them and help with their complex needs. Premier Banker 2s work with a group of partners to deliver an exceptional customer experience, acquire, deepen, and retain relationships, and help affluent customers succeed financially. Your responsibilities include: * Build relationships with affluent customers through asking questions to learn about their financial needs, share how Wells Fargo can help, follow up, proactive outreach, and appointments. * Serve as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations. * Explain and demonstrate self-service digital options to customers * Maintain deep knowledge of bank products and services * Build relationships with branch team members and partners and work together to best serve customers * Complete service requests, establish new accounts, and submit credit applications * Make introductions to partners to help meet customer's broader financial needs * Help resolve customer concerns and escalate issues as needed 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. Positions posted may not be available at all branch locations listed in the posting. Required Qualifications * 3+ years of financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking; or 2+ years of experience in a premier banker (SAFE) 1 position * Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents) Desired Qualifications * Have met the role's promotion assessment criteria * 1+ year of brokerage or wealth management experience * Customer service focus with experience handling complex transactions across multiple systems * Experience building and maintaining effective relationships with customers and internal partners * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * State Life Insurance license(s) * Knowledge and understanding of compliance controls, risk management and loss prevention * Ability to follow policies, procedures, and regulations * Ability to influence, educate, and connect customer to technology and share the value of digital banking options * Ability to interact with integrity and professionalism with customers and team members * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others * Extensive experience in asking questions and identifying complex financial needs in order to provide recom
Associated topics: collection analyst, counselor, customer, loan, loan review, mortgage loan, personal banker ii, personal banker iii, representative, sell

* Estimated salary

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