PharrRecruiter Since 2001
the smart solution for Pharr jobs

Personal Banker Registered 2

Company: Wells Fargo Bank
Location: Pharr
Posted on: November 5, 2019

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. - In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Consumer Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country. - We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams. - We've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.As a Registered Personal Banker 2 at Wells Fargo you will be responsible for servicing and building relationships with affluent and small business customers. You will work proactively to engage customers to understand what is most important to them and help with their complex needs. - Registered Personal Banker 2s work with a group of partners to deliver an exceptional customer experience, acquire, deepen, and retain relationships, and help affluent and small business customers succeed financially.Your responsibilities include:--- Build relationships with affluent and small business 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--- Partner closely with financial advisor to understand and meet the needs of customers with complex investment or retirement needsThis 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 S.A.F.E. 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

  • 1+ year of experience offering products and services to customers based on their needs
  • 1+ year of experience assessing and meeting the needs of customers or handling customer issues
  • 2+ years of financial industry experience
  • Successfully completed FINRA Series 6 (or 7) and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
  • State Life Insurance license(s)

    Desired Qualifications
    • 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
    • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
    • Ability to follow policies, procedures, and regulations
    • Ability to influence, educate, and connect customer to technology and share the value of digital banking options
    • Ability to interact with integrity and professionalism with customers and team members
    • High motivation with ability to successfully meet team objectives while maintaining individual performance
    • Experience mentoring and peer-coaching others
    • Experience assessing customer needs and recommending products/services to fulfill those needs
    • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
    • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
    • Experience making work-related outbound phone calls

      Job Expectations
      • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. 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) web site (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.
      • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required

        Street Address
        TX-Edinburg: 2808 W Trenton Rd - Edinburg, TX


        Disclaimer

        All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

        Relevant military experience is considered for veterans and transitioning service men and women.
        Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, Pharr , Personal Banker Registered 2, Other , Pharr, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Customer Service Representative
Description: BEST PLACE FOR PEOPLEJoin us in making connections.Teleperformance connects the biggest and most respected brands on the planet with their customers by providing customer care, technical support, customer (more...)
Company: Teleperformance
Location: Brownsville
Posted on: 11/15/2019

Teller Bilingual - 20 hours
Description: Job Description br Important Note: If you are selected to move forward in the process, next steps for this job may include an on-line assessment and a video screen. - Please make sure your profile includes (more...)
Company: Wells Fargo Bank
Location: Brownsville
Posted on: 11/15/2019

RN / Medical Surgical - Brownsville
Description: The benefits of taking a travel nursing job with Cross Country Nurses include: Free Private Housing or Generous Housing Allowance Comprehensive Health Insurance with Prescription
Company: Cross Country Nurses
Location: Brownsville
Posted on: 11/15/2019


Class A CDL Established Team Driving Jobs - Lease Purchase O
Description: Hiring Elite Team Drivers- Guaranteed Freight for Company Driver Owner-Operator Teams br The Industry's Best Team Lease-Purchase Program br Call 855 819-1281 To Talk To A Recruiter br br Driver (more...)
Company: R. E. Garrison
Location: Brownsville
Posted on: 11/15/2019

Class A CDL Trucking Job - Lease Purchase
Description: Join Blair Logistics Lease Purchase Opportunities Available We know Flatbed Drivers Are Our Number One Asset Load Every Truck Everyday BENEFITS -Home every weekend - 3,000 referral bonus -70-78 of (more...)
Company: Blair Logistics
Location: Mcallen
Posted on: 11/15/2019

RN / Medical Surgical
Description: The benefits of taking a travel nursing job with Cross Country Nurses include: br ul li Free Private Housing or Generous Housing Allowance li Comprehensive Health Insurance with Prescription Coverage (more...)
Company: Cross Country Nurses
Location: Brownsville
Posted on: 11/15/2019

Heavy Lifter L2N (d)
Description: Rich s, also known as Rich Products Corporation, is a family-owned food company dedicated to inspiring possibilities. From cakes and icings to pizza, appetizers and specialty toppings, our products are (more...)
Company: Rich Products Corporation
Location: Brownsville
Posted on: 11/15/2019

Customer Support Representative
Description: BEST PLACE FOR PEOPLEJoin us in making connections.Teleperformance connects the biggest and most respected brands on the planet with their customers by providing customer care, technical support, customer (more...)
Company: Teleperformance
Location: Brownsville
Posted on: 11/15/2019

Flatbed Lease Purchase Trucking Job
Description: Join Blair Logistics Lease Purchase Opportunities Available We know Flatbed Drivers Are Our Number One Asset Load Every Truck Everyday BENEFITS -Home every weekend - 3,000 referral bonus -70-78 of (more...)
Company: Blair Logistics
Location: Mcallen
Posted on: 11/15/2019

CDL Truck Driver: Earn An Extra $12,000 Your First Year - $1000 Paid Every Month!
Description: CDL Truck Driver: Earn An Extra 12,000 Your First Year - 1000 Paid Every Month VARIOUS ROUTES AVAILABLE Don't Wait, Call Now 423-445-7250 LIMITED TIME U.S. Xpress is now offering an EXTRA 12,000 (more...)
Company: U.S. Xpress
Location: Mcallen
Posted on: 11/15/2019

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Pharr RSS job feeds