FullertonRecruiter Since 2001
the smart solution for Fullerton jobs

Premier Banker 2 - Irvine Corridor

Company: Wells Fargo Bank
Location: Fullerton
Posted on: February 15, 2020

Job Description:

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.Provides full-balance sheet banking to affluent and affluent-away customers and acquires, manages, and grows a portfolio of complex account relationships. Working independently using advanced skill level in asking questions, understands and analyzes the complex financial needs of customers, consults with customers to make appropriate recommendations, monitors customers' changing needs, and manages the implementation of strategies to meet those needs. Applies deep understanding of partner capabilities to make referrals to appropriate partners when a need is uncovered that the banker cannot fulfill on their own. For the portfolio of relationships managed, proactively contacts customers to discuss financial needs and recommend solutions, resolves inquiries and service requests, opens accounts within authorized limits, and creates Customer Management Program (CMP) activity plans and follows up on scheduled contacts. Utilizes well-established partnerships with centers of influence to make them aware of the capabilities of Wells Fargo and the banker. May provide guidance, coaching and consulting to premier banker 1s and personal bankers. Consistently applies advanced skill at collaborating, supporting, and educating entire branch team to ensure that affluent and affluent-away customers who could benefit from interacting with the premier banker are referred by other branch team members for a conversation.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.Learn more about Who We Are. https://www.youtube.com/watch?v=Bg69Ymf8xOQ&list=PL1wnNCsFZfFVW7aXdtLBF

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)
  • State Life Insurance license(s)

    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
    • 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 recommendations on products and services to 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

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

        Street Address
        CA-Irvine: 14468 Culver Dr - Irvine, CA
        CA-Rancho Santa Margarita: 22371 Antonio Pkwy - Rancho Santa Margarita, CA
        CA-Irvine: 6360 Irvine Blvd - Irvine, CA


        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.

Keywords: Wells Fargo Bank, Fullerton , Premier Banker 2 - Irvine Corridor, Other , Fullerton, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Registered Nurse Seasonal Assignments - HealthCare Travelers (Apple Valley)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: Apple Valley
Posted on: 02/28/2020

Registered Nurse Seasonal Assignments - HealthCare Travelers (Redlands)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: Redlands
Posted on: 02/28/2020

Registered Nurse Seasonal Assignments - HealthCare Travelers (National City)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: National City
Posted on: 02/28/2020


DevOps/SRE
Description: Join Hired and find your dream job as a DevOps Engineer/SRE at one of 10,000 companies looking for candidates just like you.Companies on Hired apply to you, not the other way around. You'll receive salary (more...)
Company: Hired
Location: Yorba Linda
Posted on: 02/28/2020

Systems Engineer II
Description: One global team creating trusted, innovative solutions to make the world a safer place---..Integrated Defense Systems IDS offers an innovative and inclusive culture welcoming diversity and collaboration (more...)
Company: Raytheon
Location: Altadena
Posted on: 02/28/2020

Hair Stylist - Rio Rancho Town Center
Description: StylistAt Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist
Company: Great Clips, Inc.
Location: Placentia
Posted on: 02/28/2020

Electrician
Description: br br Picture yourself spending your days in Disneyland, knowing you help keep attractions like Splash Mountain and The Matterhorn up and running. Wouldn't it be cool to put your skills to work on (more...)
Company: Disney Parks And Resorts
Location: Placentia
Posted on: 02/28/2020

Dairy Clerk- Text to Apply
Description: Job Introduction br br APPLY NOW: Text careers to 480-800-8056 br br The Dairy Clerk is responsible for keeping all store dairy and frozen cases stocked and clean during business hours. They (more...)
Company: Sprouts Farmers Market
Location: San Clemente
Posted on: 02/28/2020

House Sitter Wanted - Job Posting: A Skillful House Sitter
Description: Hello my name is Gina Marie.
Company: HouseSitter
Location: Hemet
Posted on: 02/28/2020

Registered Nurse Seasonal Assignments - HealthCare Travelers (Perris)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: Perris
Posted on: 02/28/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Fullerton RSS job feeds