Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Wealth Management Senior Private Banker UL (Safe) 5

Expired Job

Wells Fargo Winston Salem , NC 27108

Posted 5 months ago

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.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

The Senior Private Banker manages the most complex and sophisticated banking relationships with High Net Worth and/or Family Wealth clients. Utilizes strong credit expertise to advise clients on appropriate solutions.

Manages the largest and most complex customized credit portfolios. Consults with team and clients to develop risk management and full balance sheet solutions using an integrated approach to meet client financial objectives. Develops new and expands current relationships by partnering across the Wells Fargo enterprise.

Markets capabilities, objectives and client segmentation strategy throughout Wells Fargo. Analyzes financial, tax and credit needs of clients, monitors clients' risk profile and changing needs. Prepares loan packages for credit review and underwriting.

Ensures records are maintained within policy guidelines. Recommends strategies that utilize Wells Fargo institutional capabilities to create and enhance client wealth. Provides training and guidance to less experienced Private Bankers.

Incumbents have excellent sales/relationship management and teaming skills; an established external presence; exceptionally strong credit skills and deposit understanding. Ability to deliver highly complex credit/deposit solutions to clients. Incumbents have knowledge of non-traditional bank products and services to meet unique client needs.

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.

Required Qualifications

  • 10+ years of experience in one or a combination of the following: corporate, consumer, mortgage, or private banking

Desired Qualifications

  • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
  • Excellent verbal, written, and interpersonal communication skills

Other Desired Qualifications

  • Previous experience working with HNW clients in the private bank.

  • Working knowledge of non-owner occupied commercial real estate lending and typical underwriting guidelines.

  • Experience teaming with investment partners on both a Brokerage and a Fiduciary platform.

  • Experience managing wealth-level relationships ($5MM+ in Net Worth) while leading with a broad-based, financial planning approach.

  • Proven top performer in a Relationship Management role, experience achieving results at a high level by driving activities and pipeline in a demanding sales and service environment.

  • Local networking and COI's within the market.

Job Expectations

  • 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.

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.

WEALTH INV MGMT/WIM PSI 0046843 WEALTH INV MGMT/WIM PSI



upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Personal Banker Registered 2

Wells Fargo

Posted 2 days ago

VIEW JOBS 1/16/2019 12:00:00 AM 2019-04-16T00:00 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. Community Banking operates one of the most extensive banking franchises in the country, serving customers through approximately 6,000 branches and 13,000 ATMs in 39 states and the District of Columbia. Our group includes Business Strategy and Administration; Customer and Branch Experience; Customer Remediation Office; Distribution Strategy Group; Regional Banking; Regional Services; and Customer Segments, and serves mass market, affluent, and small business customers. Our focus is on delivering an exceptional experience for our customers and providing the products and services that will help them realize their financial hopes and dreams. Personal Banker 2s (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 their financial priorities and meet their needs. Personal Banker 2s (PB2s) (Registered) develop strong relationships with other Wells Fargo partners that enable them to introduce customers to specialists who can assist with specific financial needs. PB2s (Registered) present options to customers about ways to make their banking easy and convenient, ensuring the needs of the customer always come first. PB2s (Registered) may also proactively contact customers by phone to follow up to ensure customer satisfaction, build relationships, and address any additional financial needs based on the customer's financial priorities. Special emphasis is placed on assisting customers with more complex needs such as personal financial reviews, lending services, small business needs, investments, and retirement. PB2s (Registered) are required to maintain Financial Industry Regulatory Authority (FINRA) 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. Must be available to work Saturdays. Required Qualifications * 1+ year of experience offering products and services to customers based on their needs * 1+ year of experience assessing and meeting the needs of customers and/or solving customer problems * 2+ years of financial industry experience * 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) Desired Qualifications * 1+ year of financial lending experience * Basic Microsoft Office skills * Ability to meet or exceed performance objectives * Experience interacting positively with unsatisfied customers * Experience mentoring and peer-coaching others * Good communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies * 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 * Experience making work-related outbound phone calls 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. * 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. * For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required Street Address NC-Winston Salem: 2000 S Hawthorne Rd - Winston Salem, NC 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. Wells Fargo Winston Salem NC

Wealth Management Senior Private Banker UL (Safe) 5

Expired Job

Wells Fargo