Talent.com
Branch Manager - San Gabriel Mountains District

Branch Manager - San Gabriel Mountains District

California StaffingDiamond Bar, CA, US
9 hours ago
Job type
  • Full-time
Job description

Senior Branch Premier Banker (SAFE)

Wells Fargo is seeking a Senior Branch Premier Banker. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including but not limited to years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will :

  • 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 though 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 judgement 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
  • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs

This 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 SAFE. 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 :

  • 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
  • Desired Qualifications :

  • 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
  • State Insurance license(s)
  • 3+ years of experience in a licensed financial services position
  • Customer service focus with experience handling complex transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Excellent 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
  • 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
  • Ability to interact with integrity and professionalism with customers and employees
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer-coaching others
  • Job Expectations :

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • 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. For specific FINRA qualification exams obtained after 9 / 30 / 2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed 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. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65 / 66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline determined by the number of licenses needed will be communicated to the candidate upon offer acceptance
  • 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. 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) website 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
  • This position is not eligible for Visa sponsorship
  • Locations :

  • 14460 Merced Ave. Baldwin Park, CA 91706
  • 3289 Grand Ave. Chino Hills, CA 91709
  • 175 E Badillo Covina, CA 91723
  • 925 W Badillo Covina, CA 91722
  • 1150 S Diamond Bar Blvd. Diamond Bar, CA 91765
  • 100 N Citrus St. Suite 101, West Covina, CA 91791
  • 3603 Peck Rd. El Monte, CA 91731
  • 121 S. Hacienda Blvd. City of Industry, CA 91745
  • 17799 E Colima Rd. City of Industry, CA 91748
  • 15860 Soquel Canyon Pkwy. Chino Hills, CA 91709
  • 11934 Garvey Ave. El Monte, CA 91732
  • 1000 Lakes Dr. West Covina, CA 91790
  • 2322 S Azusa Ave. West Covina, CA 91792
  • Pay Range : $34.62 - $67.31

    Benefits : Wells Fargo provides eligible employees with a comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits

    Create a job alert for this search

    District Manager • Diamond Bar, CA, US

    Related jobs
    • Promoted
    Branch Manager

    Branch Manager

    Mechanics BankNewport Coast, CA, US
    Full-time
    Mechanics Bank is currently searching for a Branch Manager to join our team at our Newport Beach Branch.The Branch Manager is responsible for overseeing the day-to-day operations of a branch, ensur...Show moreLast updated: 1 day ago
    • Promoted
    Accounts Receivable Manager

    Accounts Receivable Manager

    Vaco by HighspringAltadena, California, United States
    Full-time
    Vaco Los Angeles is working with a client who is seeking an Accounts Receivable Manager to assist their team.The Accounts Receivable Manager will oversee the accounts receivable team and ensure the...Show moreLast updated: 23 days ago
    • Promoted
    Side gig : Earn at least $690 in your first 70 trips driving, guaranteed.

    Side gig : Earn at least $690 in your first 70 trips driving, guaranteed.

    UberLytle Creek, CA, US
    Full-time +1
    Earn at least $690 driving with Uber when you complete your first 70 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part...Show moreLast updated: 1 day ago
    • Promoted
    Quality Assurance and Food Safety Manager

    Quality Assurance and Food Safety Manager

    Vaco by HighspringAltadena, California, United States
    Permanent
    A leading herbal and beverage manufacturer is seeking an experienced.This role leads a team of six, ensuring compliance with FDA, FSMA, HACCP, and SQF standards while maintaining the highest standa...Show moreLast updated: 16 days ago
    • Promoted
    Accounts Receivable Manager (Contract)

    Accounts Receivable Manager (Contract)

    Vaco by HighspringAltadena, California, United States
    Full-time
    Vaco Los Angeles is working with a client who is seeking an Accounts Receivable Manager to assist their team.The Accounts Receivable Manager will oversee the accounts receivable team and ensure the...Show moreLast updated: 12 days ago
    • Promoted
    Construction Project Manager

    Construction Project Manager

    Vaco by HighspringAltadena, California, United States
    Permanent
    Construction Project Manager – Construction (Retail & Commercial Focus).Long Beach (Hybrid – 3 days in office, 2 remote). Flexible, depending on project needs (occasional early mornings or weekends)...Show moreLast updated: 30+ days ago
    • Promoted
    Account Service Manager

    Account Service Manager

    Vaco by HighspringAltadena, California, United States
    Temporary
    Account Services Manager (Contract).El Segundo, CA (Hybrid : 2–3 days onsite per week).Month Contract (Coverage for Maternity Leave). A growing cosmetics and skincare brand is seeking an experienced....Show moreLast updated: 18 days ago
    • Promoted
    Sr Recruiter-Accounting & Finance

    Sr Recruiter-Accounting & Finance

    Vaco by HighspringAltadena, California, United States
    Full-time +1
    West Hollywood, CA (Fully Onsite).Our client is a leading business management and financial services firm supporting high-net-worth individuals across the entertainment, sports, and creative indust...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Branch Manager - San Gabriel Mountains District

    Branch Manager - San Gabriel Mountains District

    California StaffingBaldwin Park, CA, US
    Full-time
    Senior Branch Premier Banker (SAFE).Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Upon required licensing and SAFE r...Show moreLast updated: 9 hours ago
    • Promoted
    Accounts Payable Manager

    Accounts Payable Manager

    Vaco by HighspringAltadena, California, United States
    Permanent
    We are seeking an experienced Accounts Payable Manager to lead our AP operations, drive process efficiency, and ensure accuracy across high-volume invoice processing. This role is ideal for someone ...Show moreLast updated: 30+ days ago
    • Promoted
    Environmental Health & Safety Manager

    Environmental Health & Safety Manager

    Vaco by HighspringAltadena, California, United States
    Permanent
    Environmental Health & Safety (EHS) Manager.Vernon, CA | Full-Time | Onsite | $110,000–$130,000 DOE.An established and growing company in the. Environmental Health & Safety (EHS) Manager.This is an ...Show moreLast updated: 30+ days ago
    • Promoted
    Sr Talent Acquisition Manager

    Sr Talent Acquisition Manager

    Vaco by HighspringAltadena, California, United States
    Permanent
    Job Title : Senior Talent Acquisition Manager – Fashion Industry.Location : Beverly Hills, CA (Fully Onsite).We are partnering with a fast-growing, innovative fashion and lifestyle brand headquartere...Show moreLast updated: 30+ days ago
    • Promoted
    Purchasing Manager

    Purchasing Manager

    Vaco by HighspringAltadena, California, United States
    Full-time
    Purchasing Manager (Temp / Temp-to-Hire – Medical Leave Coverage).Culver City, CA (Fully Onsite, Monday–Friday 8am–5pm).Our client, a leading construction company, is seeking a Purchasing Manager to ...Show moreLast updated: 1 day ago
    • Promoted
    Marketing Director

    Marketing Director

    Vaco by HighspringAltadena, California, United States
    Full-time +1
    Vernon, CA (Onsite, Full-Time).An established and fast-growing CPG company in the beverage space is seeking an experienced. This individual will oversee brand strategy, campaign development, and pro...Show moreLast updated: 18 days ago
    • Promoted
    Field Sales Manager- Orange County

    Field Sales Manager- Orange County

    Lagunitas Brewing CoHuntington Beach, CA, United States
    Full-time
    There's Always a Seat at Our Bar.The Lagunitas Brewing Company began on a kitchen stove in Northern California in 1993 and has always looked to the future - whether supporting local communities by ...Show moreLast updated: 2 days ago
    • Promoted
    Payroll Manager

    Payroll Manager

    Vaco by HighspringAltadena, California, United States
    Permanent
    The Payroll Manager oversees all payroll operations to ensure accurate and timely processing for employees.This role manages payroll staff, maintains compliance with federal and state regulations, ...Show moreLast updated: 2 days ago
    • Promoted
    Office Manager / EA / PA

    Office Manager / EA / PA

    Vaco by HighspringAltadena, California, United States
    Permanent
    Office Manager / Executive & Personal Assistant.Property Management / Real Estate.South is seeking an organized, proactive, and personable. Office Manager / Executive & Personal Assistant.This is a ...Show moreLast updated: 29 days ago
    • Promoted
    Front Office Manager

    Front Office Manager

    Vaco by HighspringAltadena, California, United States
    Full-time
    Culver City, CA (Fully Onsite).Long-Term Temporary Opportunity.A growing office in Culver City is seeking a professional and highly organized Front Office Manager to support daily operations and se...Show moreLast updated: 16 days ago