Relationship Banker Medical Drive jobs at Wells Fargo in United States, San Antonio

In this role you will:

• Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
• Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
• 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 travel 100% of the time within the district
• Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
• 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 is not eligible for Visa sponsorship
• 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

Posting Location(s):

• 333 Market St., San Francisco, CA 94105

• 1160 Grant Ave., San Francisco, CA 94133

• 1900 Union St., San Francisco, CA 94123

• 292 Battery St., San Francisco, CA 94111

• 2100 Fillmore St., San Francisco, CA 94115

• 2100 Chestnut St., San Francisco, CA 94123

• 601 Market St., San Francisco, CA 94105

• 286 King St., San Francisco, CA 94117

• 1015 Stockton St., San Francisco, CA 94108

• 464 California St., San Francisco, CA 94104

• 460 Sutter St., San Francisco, CA 94108

• 2 Grant Ave., San Francisco, CA 94108

• 1560 Van Ness Ave., San Francisco, CA 94109

• 1335 Webster St., San Francisco, CA 94115

Pay Range:

• This job profile is eligible for a 10% pay differential.

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:

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.

About this role:

The following job profile is intended to provide a general sense of what Senior Branch Premier 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 clients serviced, banking services and options of various clients, and client 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 Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
• Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
• Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
• Escalate banking related issues or business risks that require an in-depth evaluation
• Advise customers on various aspects of recommended and available financial options and services
• Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
• Identify 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 needs and goals, consistent with clients’ overall financial circumstances and goals
• Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
• Collect 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
• Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
• Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
• Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
• 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:

• 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of experience building and maintaining effective relationships with customers and partners
• 3+ years of experience recommending products and services

Desired Qualifications:

• Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
• Experience recommending financial services products and services
• Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
• State Insurance license(s)
• 3+ years of experience in a licensed financial services position
• Customer service focus with experience handling complex transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Excellent 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
• Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• Ability to educate and connect customers to technology and share the value of self-service digital banking options
• Experience using strong business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to interact with integrity and professionalism with customers and employees
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer-coaching others

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) will also be required to be completed within a specified period: 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) 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

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.

Pay Range

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

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

LINCOLN HEIGHTS 999 E BASSE RD SAN ANTONIO, 78209

PARK NORTH 510 NW LOOP 410 SAN ANTONIO, 78216

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 () 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

3027 16th St., San Francisco, CA 94103

2595 Mission St., San Francisco, CA 94110

2300 Irving St., San Francisco, CA 94122

725 Irving St., San Francisco, CA 94122

655 8th St., San Francisco, CA 94103

3801 3rd St., Suite 116, San Francisco, CA 94124

1266 Market St., San Francisco, CA 94102

3624 Geary Blvd., San Francisco, CA 94121

5455 Geary Blvd., San Francisco, CA 94121

3431 California St., San Francisco, CA 94118

4045 24th St., Ste. B, San Francisco, CA 94114

557 Castro St., San Francisco, CA 94114

1726 Haight St., San Francisco, CA 94117

2300 16th St., San Francisco, CA 94103

Pay Ranges:

San Francisco, California-Pay Range: $23.00 - $ 31.00 Hourly

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:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
• Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
• Ability to balances needs of clients with associated risks and interests of Wells Fargo
• 3+ years of experience in business-to-business sales
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• A BS/BA degree or higher

Job Expectations:

• Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
• 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

Posting Location:

• 4888 San Felipe Rd San Jose, CA 95135

​**Required location listed above. Relocation assistance is not available for this position.**

Wells Fargo Recruitment and Hiring Requirements:

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