Relationship Banker - Chapell Hill
Company: WELLS FARGO BANK
Location: Chapel Hill
Posted on: May 17, 2023
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Job Description:
Why Wells Fargo:
This is where your true career begins. We ranked #3 on the 2022
LinkedIn Top Companies list - and #1 among financial services
companies - as the best workplace "to grow your career" in the U.S.
At Wells Fargo, we support employees' career aspirations and
growth. We're proud of our employee-welfare-centered business
approach and our commitment to diversity, equity, and inclusion in
the workplace. We offer competitive salaries and one of the richest
benefits packages in the industry. Our Total Rewards program
focuses on wellness, work-life balance and the financial health of
our employees. Our customers invest with us, we invest in you.
Apply today.
About the Program - Our Investment In YOU:
From day 1, Wells Fargo provides 100% paid training in the
Relationship Banker Program. The goal of achieving the licensing to
springboard your career is in your reach. We pay you while you
study, provide you the space and resources to do so, cover the cost
of the courses and have facilitators to help track your progress
and help you along the way. When you complete this process, you're
ready to start the rewarding and satisfying role of a Relationship
Banker. Are you seeking a rewarding, long-term career for a
Globally recognized leader in Finance? Does this program sound like
what you've been looking for? If so, APPLY NOW. Some additional,
detailed information about the role is below.
About this role:
Wells Fargo is seeking a Relationship Banker (SAFE) in Consumer and
Small Business Banking, as part of Branch Banking.
Learn more about the career areas and business divisions at
wellsfargojobs.com . Upon required licensing and SAFE registration,
the Relationship Banker LP (SAFE) employee will transition to the
Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of
what Relationship Bankers do; however, the day-to-day duties and
responsibilities will differ from branch to branch and even banker
to banker depending on several variables, including (but not
limited to) years of experience, complement of customers serviced,
banking services and options of various customers, and customer
needs.
In this role you will:
Employees who are not fully licensed at the time of hire will
participate in the Branch Banking Licensed Banker licensing program
as a Relationship Banker LP (SAFE). This is a temporary position
until employee has successfully completed licensing requirements.
Upon successful completion, employees will transition to the
Relationship Banker (SAFE) role and perform the following
duties:
Participate in building relationships with customers and spend time
understanding required needs
Identify opportunities for offering a full range of Wells Fargo
retail banking deposit and credit products and services, based on
customers' needs
Analyze tactical business challenges related to full-service
banking experience to emerging affluent and high-value
customers
Present recommendations for resolving inquiries and service
requests regarding customers' accounts
Open and service accounts within authorized limits, create plans
for follow-up and scheduled contacts with customers
Provide information to internal partners and external sources to
further enhance the customer experience
Identify opportunities to leverage partners and connect customer
with the appropriate partner or relationship manager to meet their
needs
Partner with financial advisors to understand appropriate
introductions to address the needs of customers with investment or
retirement needs
Provide self-service digital banking options to customers
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 SAFE 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:
2+ years of customer service experience, or equivalent demonstrated
through one or a combination of the following: work experience,
training, military experience, and/or education
1+ year of assessing and meeting the needs of customers or helping
with issue resolution, demonstrated through work or military
experience
1+ year of building and maintaining effective relationships with
customers and partners
Desired Qualifications:
Successfully completed Financial Industry Regulatory Authority
(FINRA) Series 6 and Series 63 examinations (or FINRA recognized
equivalents) sufficient to qualify for immediate FINRA
registration
State Insurance license(s)
Customer service focus with experience handling transactions across
multiple systems
Proficient with proactively sourcing, acquiring, building, and
maintaining relationships with customers and colleagues
Strong verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to
actively manage a group of Wells Fargo customers to meet their
needs and grow the business Ability to be proactive, innovative,
and creative in meeting customer and enterprise needs
Ability to make client calls and actively participate in the sales
development process
Knowledge and understanding of retail compliance controls, risk
management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation with ability to successfully meet team objectives
while maintaining individual performance
Experience mentoring and peer- coaching
Experience assessing customer needs and recommending
products/services to fulfill those needs
Experience using business acumen to provide financial services
consultation to small business customers
Knowledge and understanding of financial services consumer lending
products
Ability to educate and connect customer to technology and share the
value of mobile banking options
Ability to interact with integrity and professionalism with
customers and employees
Job Expectations:
Ability to work holidays and weekends
Adherence to Wells Fargo sales practices risk management
culture
Current registration for FINRA Series 6 and Series 63 (or FINRA
recognized equivalents) is required for this role or must be
completed within a specified period. For specific FINRA
qualification exams obtained after 9/30/2018, the Securities
Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or
equivalent) examination will also be required to be attempted
within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN,
KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA,
WA, WI, and WY. The State of WY permits referral-only licensed
bankers to receive the IAR registration without completing the
Series 65/66 exam requirement. This list of states is subject to
change and Series 65 (or equivalent) licensing requirement would be
based on current state requirements during employment
State Insurance license(s) are required for this role and must be
completed within a specified period
Licensing requirements and expected completion timeline (determined
by the number of licenses needed) will be communicated to the
candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry
Regulatory Authority (FINRA) license(s) is required for ongoing
employment in this position. 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
This position is not eligible for Visa sponsorship
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in
the workplace; accordingly, we welcome applications for employment
from all qualified candidates, regardless of race, color, gender,
national origin, religion, age, sexual orientation, gender
identity, gender expression, genetic information, individuals with
disabilities, pregnancy, marital status, status as a protected
veteran or any other status protected by applicable law.
Employees support our focus on building strong customer
relationships balanced with a strong risk mitigating and
compliance-driven culture which firmly establishes those
disciplines as critical to the success of our customers and
company. They are accountable for execution of all applicable risk
programs (Credit, Market, Financial Crimes, Operational, Regulatory
Compliance), which includes effectively following and adhering to
applicable Wells Fargo policies and procedures, appropriately
fulfilling risk and compliance obligations, timely and effective
escalation and remediation of issues, and making sound risk
decisions. There is emphasis on proactive monitoring, governance,
risk identification and escalation, as well as making sound risk
decisions commensurate with the business unit's risk appetite and
all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified
applicants will receive consideration for employment without regard
to race, color, religion, age, sex, sexual orientation, gender
identity, national origin, disability, or status as a protected
veteran.
Candidates applying to job openings posted in Canada: Applications
for employment are encouraged from all qualified candidates,
including women, persons with disabilities, aboriginal peoples and
visible minorities. Accommodation for applicants with disabilities
is available upon request in connection with the recruitment
process.
Keywords: WELLS FARGO BANK, Chapel Hill , Relationship Banker - Chapell Hill, Accounting, Auditing , Chapel Hill, North Carolina
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