Jobs in United States, Poway
Wells Fargo Senior Branch Premier Banker Poway/Twin Peaks Plaza United States, California, Poway
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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 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-ME North United States, California, Poway
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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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JPMorgan Relationship Banker - North Central San United States, California, Poway
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take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
- Delivers an exceptional customer experience by acting with a customer-first attitude
- Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Influences, educates, and connects customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
- Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
- 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
- High school degree, GED, or foreign equivalent
- Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
- Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
- College degree or military equivalent
- Professional, thorough, and organized with strong follow-up skills
- Exude confidence with clients when sharing product knowledge and solutions
- Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
FEDERAL DEPOSIT INSURANCE ACT:
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Citi Group Personal Banker SAFE Act- Poway Branch United States, California, Poway
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The Regulatory Reporting role is an intermediate level position within the Controllers Organization that will report up through the Global Head of Regulatory and Capital Reporting. The individual will support the preparation, analysis and submission of regulatory reports to various constituencies (local regulators, U.S. Federal Reserve, OCC, etc.) based on applicable requirements such as U.S. Regulatory and local regulatory reporting rules and instructions. The position will have a high level of visibility within the organization with opportunities to work directly with other Finance and non-Finance functions throughout Citi, including the Businesses, Risk, Treasury, Financial Planning & Analysis, as well as Enterprise Technology, & Operations.
Responsibilities:
- Support the production, review and timely submission of regulatory filings and reports to U.S. regulators including reports such as FR Y-9C, FR Y-14, Call Report, FFIEC 009, FR Y-15 and others.
- Monitor and manage key metrics associated with reports to identify challenges and issues. Support implementation of processes and controls to mitigate the risk of inaccurate reporting. Collaborate with teams to resolve discrepancies.
- Support the team to drive process improvements to enhance the accuracy, efficiency, and transparency of the regulatory reporting process.
- Provide support for the team during regulatory inquiries and examinations, providing accurate information and analysis to support regulatory reviews.
- Partner with senior stakeholders across the firm, including Risk, Finance, Audit to provide updates on regulatory developments and impact assessments.
- Work with peers and program leaders on the implementation of U.S. regulatory changes within the reporting framework.
- Partner with Risk & Controls team to maintain and enhance an effective internal control’s structure.
Qualifications:
- 6-8+ years of extensive experience within the financial services industry and regulatory reporting.
- Intermediate knowledge of U.S. regulatory reports such as those mentioned above along with exposure to Basel III capital regulations, GAAP/SEC Reporting and stress testing frameworks like CCAR.
- Able to navigate through a large organization to streamline and summarize multiple information points and create repeatable processes to build consistency in presenting information.
- Exceptional oral and written communication skills, with ability to synthesize complex concepts, and influence change.
- Strong technical problem-solving skills and an ability to identify conflicts, discrepancies and other issues and bring together the right team to solution them.
- Ability to manage competing priorities and tasks in a complex and dynamic and work well as part of a team.
Education:
- Bachelor's/University degree in Finance, Accounting or related field; CPA or MBA preferred.
Minimo 5 años de Experiencia en banca / normas de información financiera.
Experiencia y conocimientos en información regulatoria
Construcción de estados financieros y reportes regulatorios.
Ingles avanzado (Oral , escrito y lectura) COMPROBABLE
Carrera terminada con titulo en Contabilidad o Económica - Financiera
Experiencia manejando equipos de trabajo
Regulatory Reporting
Time Type:
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Citi Group Personal Banker SAFE Act- Poway Branch United States, California, Poway
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Responsibilities:
- Deliver wealth management services to clients with guidance from the Banker teams.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 2-5 years relevant experience
- Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
- Ability to problem solve and analyze data with demonstration of attention to detail
- Strong verbal and written communication skills
- Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
- US: Licenses: Series 7/63 or 7/66 or willing to acquire
Education:
- Bachelor's/University degree or equivalent experience
Anticipated Posting Close Date:
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Citi Group Part Time Universal Banker Hours - Poway Branch United States, California, Poway
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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
The salary range provided in this posting is based on a 40 hour work week.
Branch ServiceTime Type:
Part timePoway California 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:
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Wells Fargo Branch Operations Coordinator Hours Poway Twin Peaks Plaza United States, California, Poway
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In this role you will:
Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Support the Branch manager in operational tasks and scheduling
Resolve issues related to daily operations of the teller line, under direction of regional banking management
Support customers and employees in resolving or escalating concerns or complaints
Receive guidance from managers and exercise judgment within defined policies and procedures
Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
Identify information and services to meet customers financial needs
Motivate a diverse team to achieve full potential and meet established business objectives
Required Qualifications:
2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Cash handling experience
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Motivate others to achieve full potential and meet established business objectives
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location:
14815 Pomerado Road, Poway, CA 92064
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
Share
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 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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