Senior Premier Banker Chandler District

Job Summary

Required Qualifications

• •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
• •3+ years of experience recommending products and services
• •Experience recommending financial products and translating customer goals into clear, actionable recommendations
• •Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
• •Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
• •Experience coaching or supporting peers to strengthen team performance and customer impact
• •Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
• •Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
• •3+ years of experience in a licensed financial services position
• •Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• •State Insurance license(s)
• •Ability to work a schedule that will include most Saturdays
• •This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe
• •For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
• •For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
• •Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement
• •Obtaining and maintaining required FINRA licenses is necessary for continued employment
• •This role also requires meeting enhanced financial fitness and criminal background standards
• •SAFE registration is required at the time of employment
• •Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
• •A credit report may be reviewed (credit score not included) and additional ongoing screening may apply

Desired Qualifications

• •Experience recommending financial products and translating customer goals into clear, actionable recommendations
• •Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
• •Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
• •Experience coaching or supporting peers to strengthen team performance and customer impact
• •Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
• •Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
• •3+ years of experience in a licensed financial services position
• •Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• •State Insurance license(s)