Personal Banker Coastal Oc District jobs at Wells Fargo in United States, Huntington Beach

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially

• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications

• Receive direction from managers and exercise judgement within defined policies and procedures

• Develop understanding of bank products and services to connect to customers' needs

• Interact with customers to demonstrate care and build relationships

• Provide appropriate options for bank products and services to customer

• Refer customers' financial needs to other bankers and partners as needed

• 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

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Customer service focus with experience handling complex transactions across multiple systems

• Experience proactively engaging with customers through outreach via phone or email

• Ability to educate and connect customer to technology and share the value of mobile banking options

• Ability to help customers succeed financially by offering introductions to additional team members as appropriate

• Experience working with others on a team to meet customer needs

• Experience fostering and developing strong customer relationships

• Ability to build strong relationships with internal partners

• Ability to follow policies, procedures, and regulations

• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

• Ability to interact with integrity and professionalism with customers and team members

• 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

• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

• 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

• This position is not eligible for Visa sponsorship

Posting Location(s):

• 16531 Bolsa Chica St, Huntington Beach CA 92648

• 19840 Beach Blvd, Huntington Beach CA 92648

• 7621 E. Edinger Ave, Huntington Beach CA 92648

• 4590 MacArthur Blvd, Newport Beach CA 92660

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

In this role you will:
• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent
• 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

Required Qualifications:
• 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of leadership experience

Desired Qualifications:
• Management experience including hiring, coaching, and developing direct reports
• Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
• Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
• Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
• Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
• Experience building and maintaining effective relationships with customers, internal partners and within the community
• Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
• Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking
• Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention
• 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, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations:
• Ability to work a schedule that may include most Saturdays
• Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location

•• 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
• This position is not eligible for Visa sponsorship

7621 E. Edinger Ave, Huntington Beach CA 92648

301 E. 17th St, Costa Mesa CA 92627

10060 Slater Ave, Fountain Valley CA 92708

2300 Harbor Blvd, Costa Mesa CA 92626

2970 Harbor Blvd, Costa Mesa CA 92626

9971 Adams Ave, Huntington Beach CA 92648

16531 Bolsa Chica St, Huntington Beach CA 92648

2750 W. Coast Hwy, Newport Beach CA 92663

19840 Beach Blvd, Huntington Beach CA 92648

5 Corporate Plaza, Newport Beach CA 92660

21103 Newport Coast Dr, Newport Beach CA 92657

4590 MacArthur Blvd, Newport Beach CA 92660

3925 Bristol St, Santa Ana CA 92704

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• Develop understanding of bank products and services to connect to customers' needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services to customer
• Refer customers' financial needs to other bankers and partners as needed
• 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

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Bilingual speaking and listening proficiency in Spanish/English

Desired Qualifications:

• Customer service focus with experience handling complex transactions across multiple systems
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• 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
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Must take and pass required language assessment
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

• 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
• This position is not eligible for Visa sponsorship

• 4300 FOREST HILL BLVDWEST PALM BEACH, FL,33406

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

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

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

• Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:

• 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, create 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

• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs

• Provide self-service digital banking options to customers

• 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

Required 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+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience

• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

• State Insurance license(s)

• Customer service focus with experience handling 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 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

• Experience assessing customer needs and recommending products/services to fulfill those needs

• Experience using 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

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• Adherence to Wells Fargo sales practices risk management culture

• Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required

• 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. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment

• State Insurance license(s) are required for this role and must be completed within a specified period

• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.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

• 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) web site(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

• This position is not eligible for Visa sponsorship

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially

• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications

• Receive direction from managers and exercise judgement within defined policies and procedures

• Develop understanding of bank products and services to connect to customers' needs

• Interact with customers to demonstrate care and build relationships

• Provide appropriate options for bank products and services to customer

• Refer customers' financial needs to other bankers and partners as needed

• 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

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Customer service focus with experience handling complex transactions across multiple systems

• Experience proactively engaging with customers through outreach via phone or email

• Ability to educate and connect customer to technology and share the value of mobile banking options

• Ability to help customers succeed financially by offering introductions to additional team members as appropriate

• Experience working with others on a team to meet customer needs

• Experience fostering and developing strong customer relationships

• Ability to build strong relationships with internal partners

• Ability to follow policies, procedures, and regulations

• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

• Ability to interact with integrity and professionalism with customers and team members

• 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

• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

• 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

• This position is not eligible for Visa sponsorship

Posting Location:

• Lincoln Road Branch: 1614 Alton Rd Ste 107, MIAMI BEACH, FL 33139

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.