At Wells Fargo, our vision is to satisfy all our customers' financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build lifelong relationships with our customers. You also will demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive. As part of a team that serves one in three American households, you will play a vital role in living our commitment to the highest ethical standards and maintaining the valued trust of our customers and communities.
Provides full-balance sheet banking to affluent and affluent-away customers and manages a portfolio of complex account relationships. Consults with customers regarding their financial needs and recommends appropriate financial services to meet those financial needs. Personally fulfills product and service needs in the Regional Bank and makes appropriate introductions to partners for products in other lines of business. For the portfolio of relationships managed, resolves inquiries and service requests, opens and services accounts within authorized limits and creates Customer Management Program (CMP) activity plans and follows up on scheduled contacts. Continually builds a network of internal partners and external sources and resources to further enhance the customer experience and meet customer's financial needs. Models appropriate segmentation strategy for the branch team and supports the branch manager's Customer Connection Plan (CCP) so that affluent and affluent away customers are provided the opportunity to interact with the most appropriate banker. 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. Initial contact with you will be made via e-mail. Please check your e-mail regularly for updates.
Experience assessing customer needs and recommending products/services to fulfill those needs
Experience solving customer problems
Good communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience identifying additional opportunities to recommend products and services to customers
Experience mentoring and educating other branch team members
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
Business development experience
FINRA registration including Series 6 (or FINRA recognized equivalents)
FINRA registration including Series 63 (or FINRA recognized equivalents)
FINRA registration including Series 65 (or FINRA recognized equivalents)
FINRA registration including Series 66 (or FINRA recognized equivalents)
FINRA registration including Series 7 (or FINRA recognized equivalents)
State Life Insurance license(s)
Registration for FINRA Series 7 and 63 or 7 and 66 must be completed within a specified period of time, determined by number of licenses to be obtained, not to exceed 110 business days from study program start date. FINRA recognized equivalents will be accepted.
State Life Insurance license requirements must be completed within a specified period of time not to exceed 110 business days. Compliance with state law requirements is required.
Registration for FINRA Series 65 must be completed when required by the state in which the position is located. FINRA recognized equivalents will be accepted.
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.
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.
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.
FL-Sarasota: 6076 N Lockwood Ridge Rd - Sarasota, FL
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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