דרושים Universal Banker ב-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.

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

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:

1. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. General understanding of bank operations, policies and procedures

Part Time Universal Banker

• The hourly base salary for this position is $22.00/hour-$26.00/hour.