Associate Personal Banker - Rowlett

At Wells Fargo we're more than a financial services leader - we're a global trailblazer committed to driving innovation empowering communities and helping our customers succeed We believe that a meaningful career is much more than just a job it's about finding all of the elements to help you thrive in one place Living the Well Life means you're supported in life not just work You'll be rewarded for investing in your community celebrated for being your authentic self empowered to grow Join us About This Role Wells Fargo is seeking Senior Branch Premier Banker SAFE in Consumer Small Business Banking as part of Branch Banking In This Role You Will Proactively acquire new affluent consumer small business customers deepen existing relationships through outreach pre-planned appointments Review analyze moderately complex customer concerns possible resolution discretionary application applicable resolution protocols Escalate banking related issues birth business risks require an-depth evaluation Advise customers various aspects recommended available financial options services Maintain deep knowledge understanding Wells Fargos banking credit investment financial solutions services Identify client needs goals business mortgage retirement investment services partner closely peers Business Banking Advisory Services Mortgage Wealth Investment Management best meet previously identified needs goals consistent clients overall financial circumstances goals Understand manage risks adhering policies procedures controls ensuring compliance applicable laws rules regulations Collect information directly customers regarding income assets investments credit analyze information develop customized plans identify Wells Fargos banking options meet changing circumstances Build relationships branch colleagues partners acquire deepen retain relationships help customers succeed financially Exercise independent judgement discretion managing client relationships regular meetings review finances condition advice recommending bankingservicesavailablemeetchangingcircumstances Be activememberbranchteamprovidingguidancetootherbranchemployeesdevelopingrelationshipsmoderatelycomplexclientneeds This SAFEpointhascustomercontactjobdutieswhichmayincludetheofferingnegotiatingoftermsand/or takinganapplicationfordwellingsecuredtransaction Asuch,thispositionrequirecompliancewiththeSAFEMortgagelicensingActof2008andallrelatedregulations Ongoenemploymentiscontingentuponmeetingallsuchrequirementsincludingacceptablebackgroundinvestigationresults IndividualsinASAFEpositionalsomustmeetLoanOriginatorrequirementunderRegulationZ(LO)outlinedinthejobexpectationsbelow StateInsurancelicense(s)arerequiredforthisroleandmustbecompletedwithin specifiedperiod Licensingrequirementsandexpectedcompletiontimedeterminedbythenumberoflicensesneededwillb Communicatedtothecandidateuponofferacceptance ObtainingmaintainingappropriatenationalFinancialIndustryRegulatoryAuthority(FINRA)license(s)requiredongoingoemploymentinthispositionAdditionalrequirementsinclude meetingenhancedfinancialfitnesscriminalbackgrundsstandardsWellsFargowillinitiatethereviewprocessatatimeofofferacceptance this positionrequiresSAFEregistrationatthetimeof employment.WellsFargowillinitiatetheregistrationprocessimmediatelyafteryouremploymentstartdate TheNationwideMortgageLicensingSystem(NMLS)website providesMU4RquestionsandrequisitionsrequiredforemploymentinthispositivIndividualsinLoanOriginator(LOpositions mustmeetConsumerFinancialProtectionBureauqualificationrequirementscomplywithrelatedWellsFargonpolicies LOqualificationrequirementincludeetingapplicablefinancialresponsibilitycharactergeneralfinanfitnesmandcriminalbackgrundsstandard Acurrentcredtreportwillbeusedtoassessyourfinancialresponsibilitycreditfitness however acrreditscoreisnotincludedapartoftheevaluation SuccessfulcandidatesmustalsoMeetongoingoingoingeationalequirements includingadditionalscreening ifnecessary<|reserved_special_token_141|>This positionisnotelegibleforsponsorship Spanishspeakerpreferred PostingEndDate 1Jan2026 Jobpostingmaysendownearlyduevolumeofapplicants.
WeValueEqualOpportunity

WellsFargoisanopportunit employer Allqualifiedapplicantswillreceiveconsiderationforemploymentwithoutregardtoracialcolorreligionsexsexualorientationgenderidentitynationalorigin disabilitystatusaspotectedveteranoraanyotherlegallyprotectedcharacteristic Employeesupportourfocusonbuildingstrongcustomerrelationshipsbalancedwithastrongrisk mitigatingandcompliancedrivenwhichestablishesdisciplinesascriticaltousersuccesscustomerscompany TheyareaccountableexecutionallofappliriskprogramsCreditMarketFinancialCrimesOperationalRegulatoryCompliancerisks whichincludesfollowingadheringtonappliralWellpagpoliciesproceduresappropriatelyfulfillriskandallegalobligations timelyandeffectiveresciationissuesmakingandsoundriskecision commensurateriskbusinessu nits risk appetite allrisks-complianceprogram requirements Candidates applyingtojopenpostedincanadaapplicationsforemploymen areencoragedfromallqualifidedcanidateswomenpersonswithdisabilitesaboriginalpeoplesvisibleminorities Accommodatioforallappidteswithdisabilitiesavailablerequestinnconnectiontherecruitment process.
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Job description

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