Senior Mortgage Banker

1 day ago

Port Charlotte, Florida, United States Quality Talent Group Full time
About the Job

We are seeking a highly skilled Senior Mortgage Banker to join our team at Quality Talent Group. As a Senior Mortgage Banker, you will be responsible for acquiring new affluent consumer and small business customers, and deepening existing relationships, through outreach and pre-planned appointments.

You will review and analyze moderately complex customer concerns for possible resolution through discretionary application of applicable resolution protocols. Additionally, you will escalate banking-related issues or business risks that require an in-depth evaluation.

Key Responsibilities:

  • 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 through 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 judgment 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

Requirements:

  • 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
  • ~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
  • ~3+ years of experience in a licensed financial services position
  • ~Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • ~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
  • ~High motivation with ability to successfully meet team objectives while maintaining individual performance
  • ~Ability to work a schedule that may include most Saturdays

Additional Requirements:

  • 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
  • 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

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.

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

Please see our Drug and Alcohol Policy to learn more.

Quality Talent Group

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