Provides a full range of services to affluent and small business customers. Work with a group of partners to acquire, deepen, and retain relationships, and help customers succeed financially. Build relationships with affluent and small business customers through asking questions to learn about their financial needs, share how Wells Fargo can help, follow up, proactive outreach (in-person and via phone), and appointments. Understand and manage risks in the business, adhere to policies, procedures and controls and ensure compliance with applicable laws, rules and 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 customers broader financial needs. Help resolve customer concerns and escalate issues as needed. Partner closely with a financial advisor to understand and meet the needs of customers with complex investment or retirement needs. Annual certification may be required. 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.
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 or handling customer issues
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)
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 retail 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
Experience assessing customer needs and recommending products/services to fulfill those needs
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
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
GA-Stone Mountain: 1815 Rockbridge Rd - Stone Mountain, GA
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.