Associate Branch Manager Coastal Orange County - Newport Coast, United States - Wells Fargo

Wells Fargo

Verified Company

Newport Coast, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Why Wells Fargo:

About this role:

Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer, Small & Business Banking, as part of our National Branch Network.

The Associate Premier Banker is a foundational role designed to prepare you for your career with Wells Fargo. The role starts with you obtaining your securities licenses.

Wells Fargo's Investment Licensing Team provides you with the coaching and guidance that you will need to successfully obtain your FINRA securities (Series 6 and Series 63) and State Insurance license(s).

For certain states where hired, FINRA Series 65 (or equivalent) will also be required.

Upon required licensing and SAFE registration, the Associate Branch Premier Banker LP (SAFE) employee will transition to the Associate Branch Premier Banker (SAFE) role.

In this role you will:

Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements.

Upon successful completion, employees will transition to the Associate Branch Premier Banker (SAFE) role and perform the following duties:

Learn the role of a Premier Banker by actively participating in all aspects of the training program including practice in an experiential learning environment and virtual training.
Connect with your associate program peers across the company on a regular cadence to share, learn, and engage in small group projects and activities.
Begin engaging clients in conversations and asking questions to learn about their financial needs; understanding clients' life events and goals; and sharing how Wells Fargo can help by following up through proactive outreach, and appointments.
Begin building relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Begin identifying client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified need, consistent with clients overall financial circumstances and goals
Begin collecting information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, including moderately complex needs.
Begin informing clients of selfservice digital banking options and demonstrating them
Begin advising customers on various aspects of recommended and available banking options and services
Begin serving as a risk management leader for understanding and managing risks in the business, adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations
May study and test for additional licenses (Series 7 and Series 66) after successful completion of the Premier Banker Associate Program.

Required Qualifications:

6+ months of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ years of experience building and maintaining effective relationships with customers and partners
1+ years of experience recommending products and services
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Customer service focus with experience handling moderately complex 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 follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of selfservice digital banking options
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration
State Insurance license(s)