Relationship Banker (SAFE) - Claremont
Company: Wells Fargo
Location: Alexandria
Posted on: May 16, 2022
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Job Description:
**Job Description:**At Wells Fargo, we are looking for talented
people who will put our customers at the center of everything we
do. We are seeking candidates who embrace diversity, equity, and
inclusion in a workplace where everyone feels valued and
inspired.Help us build a better Wells Fargo. It all begins with
outstanding talent. It all begins with you.**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 our career areas and lines of business at
wellsfargojobs.com .**In this role you will:**+ 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, and
creating 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+ 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+ Partners with financial
advisors to understand appropriate introductions to address the
needs of customers with investment or retirement needs+ Provides
mobile options to customers**Required Qualifications:**+ Current
registrations for FINRA Series 6 or 7 and Series 63 or 66 (or
equivalent) are required for the Relationship Banker role; for
individuals without these current registrations, participation in
the licensing study program as a Program Analyst and successfully
passing the FINRA Series 6 and Series 63 (or equivalent) licensing
examinations within a specified period of time is first required
prior to becoming a Relationship Banker; the required time frame
for achieving passing score(s) will be communicated to the
candidate under offer acceptance.+ 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 experience, demonstrated
through work or military experience+ 1+ year of Building and
Maintaining effective relationships with Customers and Partners
experience**Desired Qualifications:**+ Successfully completed
Financial Industry Regulatory Authority FINRA Series 6 or 7 and
Series 63 or 66 examinations (or FINRA recognized equivalents)
sufficient to qualify for immediate FINRA registration+ State Life
Insurance license(s)+ Customer service focus with experience
handling complex transactions across multiple systems+ Proficient
with proactively sourcing, acquiring, building, and maintaining
relationships with customers and colleagues+ Knowledge and
understanding of book of 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
others+ Experience assessing customer needs and recommending
products/services to fulfill those needs+ Experience using strong
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+ 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:**+ 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** must have an Investment Advisor
Representative (IAR) registration (via Series 65 or 66 exam
requirement) in order to receive asset credit for any investment
advisory product programs. **The State of WY permits referral-only
licensed bankers to receive the IAR registration without completing
the Series 65/66 exam requirement.+ 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) website
(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.+ 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. For specific FINRA qualification exams obtained after
9/30/2018, the Securities Industry Essentials (SIE) exam
co-requisite will be required**Location Address:**4651 King
StALEXANDRIA, VA 22302**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, 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.**Company:**
Wells Fargo**Req Number:** R-160505**Updated:** Fri May 06 06:08:45
GMT 2022**Location:** Alexandria,Virginia
Keywords: Wells Fargo, Alexandria , Relationship Banker (SAFE) - Claremont, Other , Alexandria, Virginia
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