Associate Branch Manager Coastal Orange County

2 weeks ago

Newport Beach, United States Wells Fargo Full time

**Why Wells Fargo**:
**About this role**:
Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer, Small & Business Banking, as part of our National Branch Network. The Associate Premier Banker is a foundational role designed to prepare you for your career with Wells Fargo. The role starts with you obtaining your securities licenses. Wells Fargo's Investment Licensing Team provides you with the coaching and guidance that you will need to successfully obtain your FINRA securities (Series 6 and Series 63) and State Insurance license(s). For certain states where hired, FINRA Series 65 (or equivalent) will also be required. Upon required licensing and SAFE registration, the Associate Branch Premier Banker LP (SAFE) employee will transition to the Associate Branch Premier Banker (SAFE) role.

**In this role you will**:

- Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Associate Branch Premier Banker (SAFE) role and perform the following duties:

- Learn the role of a Premier Banker by actively participating in all aspects of the training program including practice in an experiential learning environment and virtual training.
- Connect with your associate program peers across the company on a regular cadence to share, learn, and engage in small group projects and activities.
- Begin engaging clients in conversations and asking questions to learn about their financial needs; understanding clients' life events and goals; and sharing how Wells Fargo can help by following up through proactive outreach, and appointments.
- Begin building relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
- Begin identifying 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 need, consistent with clients overall financial circumstances and goals
- Begin collecting 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, including moderately complex needs.
- Begin informing clients of self-service digital banking options and demonstrating them
- Begin advising customers on various aspects of recommended and available banking options and services
- Begin serving as a risk management leader for understanding and managing risks in the business, adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations
- May study and test for additional licenses (Series 7 and Series 66) after successful completion of the Premier Banker Associate Program.

**Required Qualifications**:

- 6+ months of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications**:

- 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 1+ years of experience building and maintaining effective relationships with customers and partners
- 1+ years of experience recommending products and services
- Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
- Customer service focus with experience handling moderately complex transactions across multiple systems
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Strong 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
- 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
- Ability to interact with integrity and professionalism with customers and employees
- High motivation with ability to successfully meet team objectives while maintaining individual performance
- Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration
- State Insurance license(s)

**Job Expectations**:

- Ability to work holidays and weekends
- Adherence to Wells Fargo sales practices risk management culture
- Current registration for FINRA Series 6 and Series 63

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