Relationship Banker Nordoff and Reseda
Company: WELLS FARGO BANK
Location: Northridge
Posted on: April 15, 2024
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Job Description:
Why Wells Fargo:
This is where it begins - at a company known for our "Well Life"
approach to supporting employees' career aspirations, work-life
balance, and mental and physical health. We ranked #2 on the 2023
LinkedIn Top Companies list - and #1 among financial services
companies - as the best workplace "to grow your career" in the
U.We're especially proud of our tangible, meaningful commitment to
diversity, equity, and inclusion in the workplace. When it comes to
employees' financial health, we offer competitive salaries and
generous benefits package. Wells Fargo is seeking a Relationship
Banker (SAFE) for our National Branch Network as part of the
Consumer, Small & Business Banking division. 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
customers serviced, banking services and options of various
customers, and customer needs.
Employees who are not fully licensed at the time of hire will
participate in the Branch Banking Licensed Banker licensing program
as a Relationship Banker LP (SAFE). This is a temporary position
until employee has successfully completed licensing requirements.
Participate in building relationships with customers and spend time
understanding required needs
Identify opportunities for offering a full range of Wells Fargo
retail banking deposit and credit products and services, based on
customers' needs
Analyze tactical business challenges related to full-service
banking experience to emerging affluent and high-value
customers
Present recommendations for resolving inquiries and service
requests regarding customers' accounts
Open and service accounts within authorized limits, create plans
for follow-up and scheduled contacts with customers
Partner with financial advisors to understand appropriate
introductions to address the needs of customers with investment or
retirement needs
Provide self-service digital banking options to customers
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. 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+ year of building and maintaining effective relationships with
customers and partners
Successfully completed Financial Industry Regulatory Authority
(FINRA) Series 6 and Series 63 examinations (or FINRA recognized
equivalents) sufficient to qualify for immediate FINRA
registration
Proficient with proactively sourcing, acquiring, building, and
maintaining relationships with customers and colleagues
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 be proactive, innovative, and creative in meeting
customer and enterprise needs
Knowledge and understanding of retail compliance controls, risk
management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation with ability to successfully meet team objectives
while maintaining individual performance
Experience using business acumen to provide financial services
consultation to small business customers
Knowledge and understanding of financial services consumer lending
products
Ability to educate and connect customer to technology and share the
value of mobile banking options
Ability to work holidays and weekends
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. The State of WY permits
referral-only licensed bankers to receive the IAR registration
without completing the Series 65/66 exam requirement. 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. 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) web site ( 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
Wells Fargo provides all eligible full- and part-time employees
with a comprehensive set of benefits designed to protect their
physical and financial health and to help them make the most of
their financial future. Tuition Reimbursement
- Scholarships for dependent children
- Adoption Reimbursement
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in
the workplace; accordingly, we welcome applications for employment
from all qualified candidates, regardless of race, color, gender,
national origin, religion, age, sexual orientation, gender
identity, gender expression, genetic information, individuals with
disabilities, pregnancy, marital status, status as a protected
veteran or any other status protected by applicable law.
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 US: 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.
Applicants with Disabilities
To request a medical accommodation during the application or
interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Please see our Drug and Alcohol Policy to learn more.
Keywords: WELLS FARGO BANK, San Bernardino , Relationship Banker Nordoff and Reseda, Other , Northridge, California
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