Personal Banker Registered (Westwood)

Compensation

: $84,860.00 - $148,720.00 /year *

Employment Type

: Full-Time

Industry

: Financial Services - Banking/Investment/Finance



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Job Description


At Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Consumer Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country. We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams. Weve built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.

Personal Banker 2s (Registered) at Wells Fargo are focused on building lifelong relationships with customers, both consumers and small businesses. Successful bankers demonstrate a genuine interest in their customers and ask questions to understand their financial priorities and meet their needs. Personal Banker 2s (PB2s) (Registered) develop strong relationships with other Wells Fargo partners that enable them to introduce customers to specialists who can assist with specific financial needs. PB2s (Registered) present options to customers about ways to make their banking easy and convenient, ensuring the needs of the customer always come first. PB2s (Registered) may also proactively contact customers by phone to follow up to ensure customer satisfaction, build relationships, and address any additional financial needs based on the customers financial priorities. Special emphasis is placed on assisting customers with more complex needs such as personal financial reviews, lending services, small business needs, investments, and retirement. PB2s (Registered) are required to maintain Financial Industry Regulatory Authority (FINRA) registration and state insurance license(s) for ongoing employment in this position.

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.

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. If you are a Wells Fargo Team Member, in your Jobs Profile ensure that your email address is valid and updated to an address that can receive external emails outside of the banking network and is a different email address than the one you originally used when you joined WF. Initial contact with you will be made via e-mail. Please check your e-mail regularly for updates.



Required Qualifications
  • 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 and/or solving customer problems
  • 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)


  • Desired Qualifications
  • 1+ year of financial lending experience
  • Basic Microsoft Office skills
  • Ability to meet or exceed performance objectives
  • Experience interacting positively with unsatisfied customers
  • Experience mentoring and peer-coaching others
  • Good communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies
  • 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



  • Associated topics: banking product, commercial loan, loan review, loan servicing officer, mortgage loan originator, mortgage servicing officer, mortgage underwriter, personal banker, personal banker ii, personal banker iii * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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