Do you want to help others succeed and in doing so help your career grow?
As a Premier Banker 2 at Wells Fargo you will be responsible for servicing and building relationships with customers.
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What you will do
- Build relationships with affluent customers through asking questions to learn about their financial needs, share how Wells Fargo can help, follow up, proactive outreach, and appointments.
- Serve as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.
- Explain and demonstrate self-service digital options to customers
- Maintain deep knowledge of bank products and services
- Build relationships with branch team members and partners and work together to best serve customers
- Complete service requests, establish new accounts, and submit credit applications
- Make introductions to partners to help meet customer's broader financial needs
- Help resolve customer concerns and escalate issues as needed
What they need from you
- 3+ years of financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking; or - 2+ years of experience in a premier banker (SAFE) 1 position
- Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)
Desired Qualifications
- Have met the role's promotion assessment criteria
- 1+ year of brokerage or wealth management experience
- Customer service focus with experience handling complex transactions across multiple systems
- Experience building and maintaining effective relationships with customers and internal partners
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- State Life Insurance license(s) -Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers
Job location
- 233 N 3rd St - Jacksonville Beach, FL
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This sounds like a perfect job for me
I am not in Florida but I want to work for Wells Fargo
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If you're interested in working at Wells Fargo but wondering what's in it for YOU...it's the benefits!
Wells Fargo provides all eligible regular and part-time employees with a comprehensive set of benefits designed to protect your physical and financial health to help you make the most of your financial future.
Check out what they have to offer their employees:
- Paid time off
- Commuter benefits
- Tuition reimbursement/Scholarships
- Parental and critical caregiving leaves
- 401(k) plan
- Health benefits
- Adoption reimbursement
Employees may also participate in a stock purchase plan and take advantage of discounts on financial products, home mortgages, and more!
Interested in seeing what's out there check out Wells Fargo.
Did you know that Wells Fargo is committed to hiring and retaining military veterans, veterans with disabilities, and active military personnel?
They offer a variety of jobs for veterans, confidential resources, educational information, and career guidance to help those who served love their job.
In fact, fifty percent of Wells Fargo veteran team members have been with the company for five or more years!
They also have newly-launched their Military Talent Orientation for all veteran employees.
Come check out what makes Wells Fargo different and the hiring opportunities for YOU!
Have you served and are looking for work?
of the flexibility to work from home. With my last position, I did not have to commute everyday to an office. I also liked the ability to set my own hours. I was not locked into a "normal" 8-5 workday.
Are you looking for a way to transition into civilian jobs, but don't know how? Wells Fargo can help! Their VET (Veteran Employment Transition) program will start you out with an internship at Wells Fargo where you can gain the skills and background knowledge you need to build a strong foundation for your career.
Interested? Click here for more information or apply directly here!
Want to know more about what Wells Fargo can offer veterans? Click here to see all of Wells Fargo’s support programs for vets. Not a veteran? Wells Fargo has programs for you too! Click here to learn more!
A military background is what makes veterans such a strong candidate for a career at Wells Fargo, but it can be confusing to translate those military experiences into ones that will help you in your private career.
Check out Helping Our Heroes' Resume Engine, and turn your military record into a persuasive resume! You can also be searchable by thousands of employers right from the site!
Unsure of what you want to do? Go on Fast Track and explore some industries!
Victor Perez was in the military, and had zero financial experience before going into Wells Fargo's VET Program. Now he's a credit trading analyst at Wells Fargo , and attributes that to the experiences he gained in those weeks at the internship.
Looking for more information on the VET Program? You can find it here!
Do you want to learn more about how Wells Fargo supports our veterans, offers them a wide variety of benefits - from banking and mortgage services, all the way to educational resources, and even jobs!?
Well, they do! And you can see what services and resources are best for you today!
Want to learn more? Click here!
54% of veteran employees have been at Wells Fargo for 5 or more years. Wells Fargo isn't just a place to have a job - it's a company to vest your career in, and one that will help you transition from having military experience to a resume full of fantastic work experience.