Client Service Associate jobs in United States, Maryland, Bethesda

About this role:
Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer, Small & Business Banking, as part of our National Branch Network. The Associate Premier Banker is a foundational role designed to prepare you for your career with Wells Fargo. The role starts with you obtaining your securities licenses. Wells Fargo’s Investment Licensing Team provides you with the coaching and guidance that you will need to successfully obtain your FINRA securities (Series 6 and Series 63) and State Insurance license(s). For certain states where hired, FINRA Series 65 (or equivalent) will also be required. Upon required licensing and SAFE registration, the Associate Branch Premier Banker LP (SAFE) non-exempt employee will transition to the Associate Branch Premier Banker (SAFE) non-exempt role.

Throughout the Premier Banker Associate Program, you will receive hands-on practice and personalized coaching and guidance to develop the knowledge, skills, and behaviors to be successful and achieve goals. Upon successful completion of the Premier Banker Associate Program, employees will transition to the Senior Branch Premier Banker (SAFE) exempt role. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will:
• Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Associate Branch Premier Banker (SAFE) role and perform the following duties:
• Actively engage in all training, classes, and interactive learning activities to build skill, knowledge, and a deeper understanding of role expectations and ability to deliver and successfully transition into senior branch premier role
• Develop the skills necessary to execute on relationship management commitments to customers through proactive outreach and planned appointments, aligned with business strategy
• Routinely manage client relationships through regular meetings to review financial condition and goals; provide advice regarding banking options and services to meet changing circumstances
• Engage clients in conversations; ask questions to understand and document customer financial needs, life events and goals; provide a consistent experience to customers when tailoring options for products and services, including convenient mobile, self-service digital, and ATM options
• Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships; understand Wells Fargo’s banking, credit and investment financial solutions and services offered, to ensure customers are referred as complex needs are identified
• Partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified need, consistent with clients overall financial circumstances and goals
• Serve as a risk management leader for understanding and managing risks in the business, adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations
• 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:
• 6+ months of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired 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+ years of experience recommending products and services
• 1+ years of experience building and maintaining effective relationships with customers and partners
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
• Customer service focus with experience handling moderately complex transactions across multiple systems
• 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 educate and connect customers to technology and share the value of self-service digital banking options
• Ability to follow policies, procedures, and regulations
• Ability to interact with integrity and professionalism with customers and employees
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration
• State Insurance license(s)

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 equivalent) are 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 this position. 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.

, MD

Starting Pay Rate:

Time – 32 - 40 hours per week, including nights and weekends

their dream pair. Those iconic moments – that's our culture. Bring your just-do-it attitude, and let's be game-changers together.

Tuition Reimbursement up to $5,250 per calendar year for full-time

Information about benefits can be found

Putting Your Best Foot Forward

Must be at least 18

Flexibility to work nights, weekends and holidays based on store needs

Ability to learn and train on the latest products and technologies

Physical requirements include the ability to bend, squat, reach, climb a ladder and stand for extended periods of time

Playing by the rules and being professional, demonstrating integrity,and kindness

Operating a cash register,and receiving duties, stocking products, cleaning and building visual displays

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