Relationship Banker jobs in United States, Maryland, Bethesda
Wells Fargo Associate Branch Premier Banker LP SAFE United States, Maryland, Bethesda
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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 provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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JPMorgan Part Time Hours Associate Banker Ave Chase Branch Bethesda United States, Maryland, Bethesda
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
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Wells Fargo Senior Lead Commercial Banking Relationship Manager United States, Maryland, Bethesda
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In this role, you will:
- Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships
- Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
- Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
- Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues
- Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
- Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies
Required Qualifications:
- 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Completion of formal credit training program
- Commercial banking account relationship management experience within theMiddle Marketsegment
- Demonstrated experience working collaboratively to deliver the organization to clients and prospects
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Experience developing and maintaining external and internal partnerships
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position is not eligible for Visa sponsorship
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Wells Fargo Principal Mid-Corporate Relationship Manager - Technology United States, Maryland, Bethesda
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In this role, you will:
- Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships
- Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
- Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
- Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues
- Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
- Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies
Required Qualifications:
- 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Completion of formal credit training program
- Commercial banking account relationship management experience within theMiddle Marketsegment
- Demonstrated experience working collaboratively to deliver the organization to clients and prospects
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Experience developing and maintaining external and internal partnerships
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position is not eligible for Visa sponsorship
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Bank Of America Relationship Banker - Bethesda Financial Center United States, Maryland, Bethesda
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Job Description:
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
- Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Citi Group Head Universal Banker Bethesda Row De Novo United States, Maryland, Bethesda
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Responsibilities:
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
- Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
- Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
- Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
- Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
- Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
- Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day
- Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)
- Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
- Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution
- Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
- Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)
- Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members
- Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
- Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
- Listens carefully to the client and willingly assists with any questions or problems the client has
- Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
- Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well
- Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.
- Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships
- Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
- Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers)
- Good leadership skills and the ability to motivate others
- Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi’s business plan goals
- Providing working leadership and guidance to peer Concierge or Tellers through assignment of work and technical guidance, when needed
- Assisting and providing coverage for leadership team with leading by example
- Provide feedback to management on ways to enhance sales processes and service delivery
- Providing coaching and education to the other Concierge or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies
- Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed
Qualifications:
- 1-3 years relevant experience
- Required Skills:
- Experience with face-to-face customer service, digital engagement and basic sales/referrals
- Open, client service orientation and desire to help customers is required
- Sales experience desired
- Excellent verbal and written communication skills
- Analytical and problem solving skills
- Basic computer and digital tools skills
- Preferred Skills: Retail experience
Education:
- High School diploma or equivalent
Anticipated Posting Close Date:
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Citi Group Universal Banker - Part Time hrs Bethesda Row De Novo United States, Maryland, Bethesda
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Responsibilities:
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
- Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
- Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
- Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
- Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
- Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
- Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day
- Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)
- Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
- Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution
- Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
- Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)
- Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members
- Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
- Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
- Listens carefully to the client and willingly assists with any questions or problems the client has
- Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
- Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well
- Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.
- Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships
- Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Qualifications:
- 1-3 years relevant experience
- Required Skills:
- Experience with face-to-face customer service, digital engagement and basic sales/referrals
- Open, client service orientation and desire to help customers is required
- Sales experience desired
- Excellent verbal and written communication skills
- Analytical and problem solving skills
- Basic computer and digital tools skills
- Preferred Skills: Retail experience
Education:
- High School diploma or equivalent
Time Type:
Part timeBethesda Maryland United States$47,510.00 - $61,990.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
Anticipated Posting Close Date:
These jobs might be a good fit
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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 provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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