Personal Banker Reg (SAFE) 2 Pres

Job Title:
Personal Banker Reg (SAFE) 2 - PresJob ID Number:
5106601Schedule Type:
Reg-TimeWork Hours:
Prescott Valley,AZQualifications:
At Wells Fargo, our vision is to satisfy all our customers' financial needs and help them succeed financially.
In this role, you will help us deliver on our vision and build lifelong relationships with our customers.
You also will demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive.
As part of a team that serves one in three American households, you will play a vital role in living our commitment to the highest ethical standards and maintaining the valued trust of our customers and communities.
The Personal Banker Registered (SAFE) 2 builds long-term relationships with existing and new Wells Fargo high value customers ensuring retention and exercising excellent customer service in all customer interactions.
The banker's key responsibility is to identify and offer packaged product solutions, proactively suggest product solutions and services, and initiate partner referrals that meet the customer's needs and financial goals.
In addition, Personal Banker Registered (SAFE) 2s may reach out into the community by visiting businesses, make outbound calls to customers, and conduct educational seminars in the community.
Special emphasis is placed on providing customers with personal financial reviews and lending service.
The Personal Banker Registered (SAFE) 2 develops and maintains strong relationships with Wells Fargo partners to maximize customer solutions.
Personal Banker Registered (SAFE) 2s have an additional focus to assist customers with investment solutions.
This starts with assessing the client's needs and recommending investments, retirement, insurance, and WellsTrade solutions.
Personal Banker Registered (SAFE) 2s engage their Financial Advisor partners to help deliver the right solutions for customers to succeed financially.
This position requires compliance with the S.
Mortgage Licensing Act of 2008 and all related regulations.
Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Please Note:
To apply for this position, update your contact information (email and phone number) and upload your resume.
1+ years experience assessing and meeting the needs of customers and/or solving customer problems.
1+ years experience interacting with people or customers.
1+ years experience making work-related outbound phone calls.
1+ years experience meeting or exceeding sales goals with respect to products and/or services.
1+ years experience selling products and/or services.
1+ years financial lending experience.
2+ years in the financial industry .
Required securities and insurance licenses for State Life Insurance, Series 6, Series 63 OR State Life Insurance, Series 7, Series 63.
Persons in this position must meet the Consumer Financial Protection Bureau loan originator qualification requirements and must comply with Wells Fargo policies related to these requirements.
The loan originator qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards.
Successful candidates must also meet ongoing regulatory requirements including additional screening.
Ability to speak clearly, succinctly, and accurately using a pleasant tone while using common conversational courtesies.
Experience achieving individual and team goals.
Experience identifying additional opportunities to sell products and services to customers ( upselling ).
Experience interacting positively with difficult or hostile customers.
Experience mentoring and peer-coaching others.
Experience using basic computer software such as Microsoft Office Suite, word processing software, spreadsheet software.
This position requires S.
registration at the time of employment.
The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.
org) provides the MU4R questions and registration required for employment in this position.
Additional experience assessing and meeting the needs of customers and/or solving customer problems.
Additional experience in the financial industry.
Additional experience interacting with people or customers.
Additional experience making work-related outbound phone calls.
Additional experience meeting or exceeding performance goals with respect to products and/or services.
Additional experience meeting or exceeding performance goals with respect to offering, presenting, or providing products and/or services.
Additional financial lending experience.

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Retail Personal Banker at Scottsdale Riverwalk
Scottsdale, AZ Comerica Bank
Retail Personal Banker at North Central Phoenix
Phoenix, AZ Comerica Bank
Personal Banker
Arizona City, AZ Western State Bank
Personal Banker 1 NMLS - Lake Pleasant Crossin...
Peoria, AZ U.S. Bank
Personal Banker Associate- San Tan Village
Phoenix, AZ MidFirst Bank
Personal Banker - Hilton Village - Scottsdale, AZ
Scottsdale, AZ JPMorgan Chase