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Associate Personal Banker North County Coastal District

Location: Carlsbad
Posted on: January 16, 2022

Job Description:

About this role:Wells Fargo is seeking a Associate Personal Banker (SAFE)...
In this role, you will:

  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
  • Receive direction from managers and exercise judgement within defined policies and procedures
  • Develop understanding of bank products and services to connect to customers' needs
  • Interact with customers to demonstrate care and build relationships
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed
  • 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, US:
    • 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
      Required Qualifications, International:
      • Experience in Interacting with Customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education
        Desired Qualifications:
        Job Expectations:
        • 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 necessaryLocations:
          • CARMEL CREEK- 3820 Valley Centre Drive, San Diego, CA 92130
          • DEL MAR/HIGHLANDS- 3445 Del Mar Heights Road, San Diego, CA 92130
          • ENCINITAS- 276 N El Camino Real, Encinitas, CA 92024
          • LA COSTA- 6961 El Camino Real, Carlsbad, CA 92009
          • LA COSTA TOWN SQUARE- 3446 Via Mercato, Carlsbad, CA 92009
          • PACIFIC HIGHLANDS RANCH- 13490 Pacific Highlands Ranch, San Diego, CA 92130
          • PACIFIC STATION- 687 S Coast Hwy. 101, Suite 151, Encinitas, CA 92024
          • PALOMAR PLACE- 961 Palomar Airport Road, Carlsbad, CA 92008
          • RANCHO SANTA FE- 6008 Paseo Delicias, Rancho Santa Fe, CA 92067
          • SOLANA BEACH- 245 Santa Helena, Solana Beach, CA 92075
          • TORREY HILLS- 4649 Carmel Mountain Road, San Diego, CA 92130
          • VIA DE LA VALLE- 2751 Via de la Valle, Del Mar, CA 92014Positions may not be available at all branch locations outlined in the postingWe Value DiversityAt Wells Fargo, we believe in diversity 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, or national origin.Candidates applying to job openings posted in Canada: 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.

Keywords: WELLS FARGO BANK, San Diego , Associate Personal Banker North County Coastal District, Other , Carlsbad, California

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