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Senior Premier Banker Saint Michaels at Wells Fargo
Santa Fe, New Mexico, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Financial Consultation, Sales Practices, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Mentoring, Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services industry experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Bilingual Personal Banker St Helena at Wells Fargo
Saint Helena, California, United States - Full Time
Skills Needed
Bilingual, Customer Service, Relationship Building, Financial Products, Proactive Outreach, Technology Education, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Cash Handling, Service Requests, Credit Applications, Problem Solving, Communication, Military Experience
Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. Desired qualifications include a customer service focus, ability to engage proactively with customers, and experience in building strong relationships.
Senior Premier Banker- Paoli Branch at Wells Fargo
Paoli, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Communication, Sales Practices, Compliance, Financial Consultation, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Coaching, Technology Education
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services industry experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Senior Premier Banker - Crown Valley at Wells Fargo
Laguna Niguel, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication Skills, Financial Consultation, Sales Practices, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Banking Solutions, Mentoring, Coaching, Business Acumen
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services industry experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Roving Personal Banker Inland Valley at Wells Fargo
San Diego, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Problem Solving, Team Collaboration, Fraud Prevention, Cash Handling, Communication, Adaptability, Technology Education, Proactive Engagement, Regulatory Compliance, Military Experience, Conflict Resolution, Sales Skills, Time Management
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions, engage with customers proactively, and work collaboratively within a team.
Branch Small Business Banker (SAFE) at Wells Fargo
Davie, Florida, United States - Full Time
Skills Needed
Branch Small Business Banking, Customer Relationship Management, Business Acumen, Financial Services Consultation, Risk Management, Customer Service, Community Engagement, Sales, Problem Solving, Compliance, Mentoring, Technology Education, Networking, Relationship Building, Credit Policies, Mobile Banking
Specialization
Candidates must have 2+ years of branch small business banking experience or equivalent. Desired qualifications include fluency in Spanish and experience managing a dedicated book of small business customers.
Experience Required
Minimum 2 year(s)
Relationship Banker - Montgomery, AL at Wells Fargo
Prattville, Alabama, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Issue Resolution, Account Servicing, Partner Leveraging, Financial Advisory Support, Digital Banking Education, Safe Registration, Loan Originator Compliance, Sales Development, Risk Management, Compliance Controls, Interpersonal Communication, Business Acumen
Specialization
Candidates must have a minimum of two years of customer service experience and one year of experience in assessing customer needs and building effective relationships. This SAFE position requires compliance with the SAFE Mortgage Licensing Act and Loan Originator requirements, necessitating successful completion of required licensing programs like FINRA Series 6 and 63.
Experience Required
Minimum 2 year(s)
Branch Small Business Banker (SAFE) at Wells Fargo
Southlake, Texas, United States - Full Time
Skills Needed
Small Business Banking, Customer Relationship Management, Financial Services Consultation, Risk Management, Customer Service, Business Acumen, Lending Programs, Compliance, Technology Education, Relationship Building, Complex Transactions, Community Engagement, Mentoring, Peer Coaching, Proactive Outreach, Problem Resolution
Specialization
Candidates must have at least 2 years of branch small business banking experience or equivalent. Desired qualifications include fluency in Spanish, experience managing a book of small business customers, and strong knowledge of bank lending programs and compliance.
Experience Required
Minimum 2 year(s)
Senior Premier Banker Carmel Valley at Wells Fargo
Carmel-by-the-Sea, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Product Recommendations, Risk Management, Compliance, Communication Skills, Business Acumen, Financial Consultation, Team Collaboration, Client Needs Assessment, Sales Practices, Mentoring, Coaching, Problem Solving, Investment Knowledge
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Financial services industry experience and relevant licensing are also required.
Experience Required
Minimum 5 year(s)
Senior Premier Banker- Paoli Branch at Wells Fargo
Paoli, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Financial Consultation, Problem Solving, Sales Practices, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Coaching, Technology Education
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services experience and completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Senior Branch Premier Banker Cordera at Wells Fargo
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Services, Communication Skills, Risk Management, Problem Solving, Sales Practices, Compliance, Team Collaboration, Client Engagement, Technology Education, Financial Advice, Product Recommendations, Customer Needs Assessment, Interpersonal Skills, Motivation
Specialization
Candidates should have at least 6 months of customer service experience, with a preference for 2+ years. Experience in assessing customer needs and recommending products is also desired.
Senior Premier Banker Kings Highway at Wells Fargo
Port Charlotte, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Financial Analysis, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Peer Coaching, Sales Practices, Digital Banking, Business Acumen
Specialization
Candidates need a minimum of 4+ years of customer service experience and 3+ years in relationship building and product recommendation. Successful completion of required FINRA Series 6 and 63 exams, State Insurance licenses, and SAFE registration are mandatory for ongoing employment.
Experience Required
Minimum 5 year(s)
Relationship Banker Chestnut Avenue at Wells Fargo
South San Francisco, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Account Servicing, Issue Resolution, Digital Banking, Sales Development, Risk Management, Compliance, Interpersonal Communication, Financial Consultation, Lending Products Knowledge, Proactive Sourcing, Peer Coaching, Transaction Handling
Specialization
Candidates need at least two years of customer service experience and one year of experience assessing customer needs or resolving issues. This SAFE position requires compliance with the SAFE Mortgage Licensing Act, including meeting Loan Originator qualification requirements, which involves background checks and financial fitness assessments.
Experience Required
Minimum 2 year(s)
Upper Manhattan Roving Personal Banker at Wells Fargo
Lenox, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Problem Solving, Team Collaboration, Fraud Prevention, Cash Handling, Communication, Adaptability, Technology Education, Proactive Engagement, Service Requests, Credit Applications, Compliance, Judgment, Integrity, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and foster strong customer relationships.
Lower Manhattan Roving Personal Banker at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Cash Handling, Team Collaboration, Fraud Prevention, Technology Education, Complex Transactions, Proactive Engagement, Problem Solving, Communication, Adaptability, Judgment, Compliance, Military Experience, Customer Outreach
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include experience with complex transactions, technology education, and the ability to build strong relationships.
Relationship Banker - Cartersville, GA at Wells Fargo
Cartersville, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Sales Practices, Financial Products, Account Management, Problem Solving, Compliance, Communication, Digital Banking, Financial Advising, Risk Management, Tactical Analysis, Follow Up Planning, Networking, Service Requests, Licensing Knowledge
Specialization
Candidates must have at least 2 years of customer service experience and be willing to obtain necessary licenses and registrations. Compliance with the SAFE Mortgage Licensing Act and other regulatory requirements is mandatory.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual Spanish Ojai at Wells Fargo
Ojai, California, United States - Full Time
Skills Needed
Customer Service, Bilingual, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Cash Handling, Problem Solving, Communication, Financial Needs Assessment, Service Requests, Credit Applications
Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. Desired qualifications include a customer service focus, ability to handle complex transactions, and experience in building strong customer relationships.
Roving Personal Banker West End District at Wells Fargo
Ashland, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Problem Solving, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Adaptability, Communication, Proactive Outreach, Regulatory Compliance, Military Experience, Service Requests, Credit Applications, Digital Solutions
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and educate customers on technology and banking options.
Senior Premier Banker -Wilmington Island at Wells Fargo
Savannah, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Sales, Problem Solving, Financial Analysis, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Mentoring, Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Financial services industry experience and relevant licensing are also required.
Experience Required
Minimum 5 year(s)
Community Mortgage Bank Sales Consultant at Wells Fargo
Falls Church, Virginia, United States - Full Time
Skills Needed
Sales, Customer Service, Mortgage Products, Loan Applications, Communication, Mentoring, Coaching, Compliance, Problem Solving, Market Analysis, Client Satisfaction, Training, Collaboration, Risk Management, Financial Responsibility, Regulatory Compliance
Specialization
Candidates must have at least 2 years of sales experience or equivalent. They must also comply with the S.A.F.E. Mortgage Licensing Act and meet Loan Originator requirements.
Experience Required
Minimum 2 year(s)
Senior Premier Banker Saint Michaels at Wells Fargo
Santa Fe, New Mexico, United States -
Full Time


Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

0.0

Posted On

27 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Financial Consultation, Sales Practices, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Mentoring, Coaching

Industry

Financial Services

Description
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) 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 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 Posting End Date: 11 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities
The Senior Branch Premier Banker will proactively acquire new affluent customers and deepen existing relationships while advising on financial options and services. They will also manage client relationships and ensure compliance with banking regulations.
Senior Premier Banker Saint Michaels at Wells Fargo
Santa Fe, New Mexico, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Financial Consultation, Sales Practices, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Mentoring, Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services industry experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Bilingual Personal Banker St Helena at Wells Fargo
Saint Helena, California, United States - Full Time
Skills Needed
Bilingual, Customer Service, Relationship Building, Financial Products, Proactive Outreach, Technology Education, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Cash Handling, Service Requests, Credit Applications, Problem Solving, Communication, Military Experience
Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. Desired qualifications include a customer service focus, ability to engage proactively with customers, and experience in building strong relationships.
Senior Premier Banker- Paoli Branch at Wells Fargo
Paoli, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Communication, Sales Practices, Compliance, Financial Consultation, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Coaching, Technology Education
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services industry experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Senior Premier Banker - Crown Valley at Wells Fargo
Laguna Niguel, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication Skills, Financial Consultation, Sales Practices, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Banking Solutions, Mentoring, Coaching, Business Acumen
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services industry experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Roving Personal Banker Inland Valley at Wells Fargo
San Diego, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Problem Solving, Team Collaboration, Fraud Prevention, Cash Handling, Communication, Adaptability, Technology Education, Proactive Engagement, Regulatory Compliance, Military Experience, Conflict Resolution, Sales Skills, Time Management
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions, engage with customers proactively, and work collaboratively within a team.
Branch Small Business Banker (SAFE) at Wells Fargo
Davie, Florida, United States - Full Time
Skills Needed
Branch Small Business Banking, Customer Relationship Management, Business Acumen, Financial Services Consultation, Risk Management, Customer Service, Community Engagement, Sales, Problem Solving, Compliance, Mentoring, Technology Education, Networking, Relationship Building, Credit Policies, Mobile Banking
Specialization
Candidates must have 2+ years of branch small business banking experience or equivalent. Desired qualifications include fluency in Spanish and experience managing a dedicated book of small business customers.
Experience Required
Minimum 2 year(s)
Relationship Banker - Montgomery, AL at Wells Fargo
Prattville, Alabama, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Issue Resolution, Account Servicing, Partner Leveraging, Financial Advisory Support, Digital Banking Education, Safe Registration, Loan Originator Compliance, Sales Development, Risk Management, Compliance Controls, Interpersonal Communication, Business Acumen
Specialization
Candidates must have a minimum of two years of customer service experience and one year of experience in assessing customer needs and building effective relationships. This SAFE position requires compliance with the SAFE Mortgage Licensing Act and Loan Originator requirements, necessitating successful completion of required licensing programs like FINRA Series 6 and 63.
Experience Required
Minimum 2 year(s)
Branch Small Business Banker (SAFE) at Wells Fargo
Southlake, Texas, United States - Full Time
Skills Needed
Small Business Banking, Customer Relationship Management, Financial Services Consultation, Risk Management, Customer Service, Business Acumen, Lending Programs, Compliance, Technology Education, Relationship Building, Complex Transactions, Community Engagement, Mentoring, Peer Coaching, Proactive Outreach, Problem Resolution
Specialization
Candidates must have at least 2 years of branch small business banking experience or equivalent. Desired qualifications include fluency in Spanish, experience managing a book of small business customers, and strong knowledge of bank lending programs and compliance.
Experience Required
Minimum 2 year(s)
Senior Premier Banker Carmel Valley at Wells Fargo
Carmel-by-the-Sea, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Product Recommendations, Risk Management, Compliance, Communication Skills, Business Acumen, Financial Consultation, Team Collaboration, Client Needs Assessment, Sales Practices, Mentoring, Coaching, Problem Solving, Investment Knowledge
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Financial services industry experience and relevant licensing are also required.
Experience Required
Minimum 5 year(s)
Senior Premier Banker- Paoli Branch at Wells Fargo
Paoli, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Financial Consultation, Problem Solving, Sales Practices, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Coaching, Technology Education
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services experience and completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Senior Branch Premier Banker Cordera at Wells Fargo
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Services, Communication Skills, Risk Management, Problem Solving, Sales Practices, Compliance, Team Collaboration, Client Engagement, Technology Education, Financial Advice, Product Recommendations, Customer Needs Assessment, Interpersonal Skills, Motivation
Specialization
Candidates should have at least 6 months of customer service experience, with a preference for 2+ years. Experience in assessing customer needs and recommending products is also desired.
Senior Premier Banker Kings Highway at Wells Fargo
Port Charlotte, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Financial Analysis, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Peer Coaching, Sales Practices, Digital Banking, Business Acumen
Specialization
Candidates need a minimum of 4+ years of customer service experience and 3+ years in relationship building and product recommendation. Successful completion of required FINRA Series 6 and 63 exams, State Insurance licenses, and SAFE registration are mandatory for ongoing employment.
Experience Required
Minimum 5 year(s)
Relationship Banker Chestnut Avenue at Wells Fargo
South San Francisco, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Account Servicing, Issue Resolution, Digital Banking, Sales Development, Risk Management, Compliance, Interpersonal Communication, Financial Consultation, Lending Products Knowledge, Proactive Sourcing, Peer Coaching, Transaction Handling
Specialization
Candidates need at least two years of customer service experience and one year of experience assessing customer needs or resolving issues. This SAFE position requires compliance with the SAFE Mortgage Licensing Act, including meeting Loan Originator qualification requirements, which involves background checks and financial fitness assessments.
Experience Required
Minimum 2 year(s)
Upper Manhattan Roving Personal Banker at Wells Fargo
Lenox, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Problem Solving, Team Collaboration, Fraud Prevention, Cash Handling, Communication, Adaptability, Technology Education, Proactive Engagement, Service Requests, Credit Applications, Compliance, Judgment, Integrity, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and foster strong customer relationships.
Lower Manhattan Roving Personal Banker at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Cash Handling, Team Collaboration, Fraud Prevention, Technology Education, Complex Transactions, Proactive Engagement, Problem Solving, Communication, Adaptability, Judgment, Compliance, Military Experience, Customer Outreach
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include experience with complex transactions, technology education, and the ability to build strong relationships.
Relationship Banker - Cartersville, GA at Wells Fargo
Cartersville, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Sales Practices, Financial Products, Account Management, Problem Solving, Compliance, Communication, Digital Banking, Financial Advising, Risk Management, Tactical Analysis, Follow Up Planning, Networking, Service Requests, Licensing Knowledge
Specialization
Candidates must have at least 2 years of customer service experience and be willing to obtain necessary licenses and registrations. Compliance with the SAFE Mortgage Licensing Act and other regulatory requirements is mandatory.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual Spanish Ojai at Wells Fargo
Ojai, California, United States - Full Time
Skills Needed
Customer Service, Bilingual, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism, Technology Education, Cash Handling, Problem Solving, Communication, Financial Needs Assessment, Service Requests, Credit Applications
Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. Desired qualifications include a customer service focus, ability to handle complex transactions, and experience in building strong customer relationships.
Roving Personal Banker West End District at Wells Fargo
Ashland, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Problem Solving, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Adaptability, Communication, Proactive Outreach, Regulatory Compliance, Military Experience, Service Requests, Credit Applications, Digital Solutions
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to handle complex transactions and educate customers on technology and banking options.
Senior Premier Banker -Wilmington Island at Wells Fargo
Savannah, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Sales, Problem Solving, Financial Analysis, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Mentoring, Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Financial services industry experience and relevant licensing are also required.
Experience Required
Minimum 5 year(s)
Community Mortgage Bank Sales Consultant at Wells Fargo
Falls Church, Virginia, United States - Full Time
Skills Needed
Sales, Customer Service, Mortgage Products, Loan Applications, Communication, Mentoring, Coaching, Compliance, Problem Solving, Market Analysis, Client Satisfaction, Training, Collaboration, Risk Management, Financial Responsibility, Regulatory Compliance
Specialization
Candidates must have at least 2 years of sales experience or equivalent. They must also comply with the S.A.F.E. Mortgage Licensing Act and meet Loan Originator requirements.
Experience Required
Minimum 2 year(s)
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