Private Banker Ul (safe) 3
Manages full-service banking relationships with high net worth customers and oversees a portfolio of simple to moderately complex accounts. Consults with customers regarding financial needs, recommends products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Analyzes financial, tax and credit needs of customers, monitors customers' changing needs and recommends strategies that utilize company products/services. Develops customer base through cross-selling products and servicing existing clients, develops new business through interaction with external resources, keeps informed of changing market conditions. May support higher level bankers in managing larger, more complex account relationships. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
5+ years corporate consumer, mortgage or private banking experience.
This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
Strong proven credit skills.
Demonstrated ability to partner and team within the private bank and community bank.
Excellent written and verbal communication skills.
Series 7 and 66 or equivalent are preferred - (Obtaining the Series 7 and 66, or equivalent, is strongly encouraged within 1 year of date of hire.)
Local market knowledge preferred.
Corporate banking experience preferred.
Wells Fargo - 15 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...