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Wells Fargo · 4 days ago

Senior Branch Premier Banker- Celanese Road Financial Center- Rock Hill, SC

ROCK HILL, SC

Full-time

Onsite

Mid, Senior Level

4+ years exp

Wells Fargo is a global leader in financial services, committed to innovation and community empowerment. They are seeking a Senior Branch Premier Banker to proactively acquire new customers and deepen existing relationships while providing expert advice on financial services and solutions.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Qualification

Customer service experienceFinancial services experienceFINRA Series 6State Insurance licenseFinancial services consultationRisk management knowledgeRelationship buildingCustomer service focusCoachingCommunication skillsMentoring

Required

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

Preferred

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