Relationship Banker – Thomas Drive – Panama City Beach, FL Position Available In Bay, Florida

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Why Wes Fargo:

/strongbrbrAre yo ookng for more? Fnd t here. At Wes Fargo, we beeve that a meanngf career s mch more than jst a job. t’s abot fndng a of the eements that hep yo thrve, n one pace. #vngTheWefe means yo’re spported n fe, not jst work. t means havng a compettve saary, a robst benefts package, and programs to spport yor work-fe baance and we-beng. t means beng rewarded for nvestng n yor commnty, ceebrated for beng yor athentc sef, and empowered to grow. And we’re recognzed for t! Wes Fargo ranked n the top three on the 2024 nkedn Top Companes st of best workpaces “to grow yor career” n the .S.

brbrstrongAbot ths roe:

/strongbrbrWes Fargo s seekng a Reatonshp Banker (SAFE) for or Natona Branch Network as part of the Consmer, Sma & Bsness Bankng dvson. earn more abot the career areas and bsness dvsons at wesfargojobs.com.brbrpon reqred censng and SAFE regstraton, the Reatonshp Banker P (SAFE) empoyee w transton to the Reatonshp Banker (SAFE) roe.brbrThe foowng job profe s ntended to provde a genera sense of what Reatonshp Bankers do; however, the day-to-day dtes and responsbtes w dffer from branch to branch and even banker to banker dependng on severa varabes, ncdng (bt not mted to) years of experence, compement of cstomers servced, bankng servces and optons of varos cstomers, and cstomer needs.

brbrstrongn ths roe yo w:

/strongEmpoyees who are not fy censed at the tme of hre w partcpate n the Branch Bankng censed Banker censng program as a Reatonshp Banker P (SAFE). Ths s a temporary poston nt empoyee has sccessfy competed censng reqrements. pon sccessf competon, empoyees w transton to the Reatonshp Banker (SAFE) roe and perform the foowng dtes:/Partcpate n bdng reatonshps wth cstomers and spend tme nderstandng reqred needs/dentfy opportntes for offerng a f range of Wes Fargo reta bankng depost and credt prodcts and servces, based on cstomers’ needs/Anayze tactca bsness chaenges reated to f-servce bankng experence to emergng affent and hgh-vae cstomers/Present recommendatons for resovng nqres and servce reqests regardng cstomers’ acconts/Open and servce acconts wthn athorzed mts, create pans for foow-p and scheded contacts wth cstomers/Provde nformaton to nterna partners and externa sorces to frther enhance the cstomer experence/dentfy opportntes to everage partners and connect cstomer wth the approprate partner or reatonshp manager to meet ther needs/Partner wth fnanca advsors to nderstand approprate ntrodctons to address the needs of cstomers wth nvestment or retrement needs/Provde sef-servce dgta bankng optons to cstomers/Ths SAFE poston has cstomer contact and job dtes whch may ncde the offerng/negotatng of terms and/or takng an appcaton for a dweng secred transacton. As sch, ths poston reqres compance wth the SAFE Mortgage censng Act of 2008 and a reated regatons. Ongong empoyment s contngent pon meetng a sch reqrements, ncdng acceptabe backgrond nvestgaton rests. ndvdas n a SAFE poston aso mst meet the oan Orgnator reqrements nder Regaton Z (O) otned n the job expectatons beow//strong

Reqred Qafcatons:

/strong2+ years of cstomer servce experence, or eqvaent demonstrated throgh one or a combnaton of the foowng: work experence, tranng, mtary experence, edcaton/1+ year of assessng and meetng the needs of cstomers or hepng wth sse resoton, demonstrated throgh work or mtary experence/1+ year of bdng and mantanng effectve reatonshps wth cstomers and partners//strong

Desred Qafcatons:

/strongSccessfy competed Fnanca ndstry Regatory Athorty (FNRA) Seres 6 and Seres 63 examnatons (or FNRA recognzed eqvaents) sffcent to qafy for mmedate FNRA regstraton/State nsrance cense(s)/Cstomer servce focs wth experence handng transactons across mtpe systems/Profcent wth proactvey sorcng, acqrng, bdng, and mantanng reatonshps wth cstomers and coeages/Strong verba, wrtten, and nterpersona commncaton sks/Knowedge and nderstandng of book of bsness processes to actvey manage a grop of Wes Fargo cstomers to meet ther needs and grow the bsness/Abty to be proactve, nnovatve, and creatve n meetng cstomer and enterprse needs/Abty to make cent cas and actvey partcpate n the saes deveopment process/Knowedge and nderstandng of reta compance contros, rsk management, and oss preventon/Abty to foow poces, procedres, and regatons/Hgh motvaton wth abty to sccessfy meet team objectves whe mantanng ndvda performance/Experence mentorng and peer- coachng/Experence assessng cstomer needs and recommendng prodcts/servces to ff those needs/Experence sng bsness acmen to provde fnanca servces constaton to sma bsness cstomers/Knowedge and nderstandng of fnanca servces consmer endng prodcts/Abty to edcate and connect cstomer to technoogy and share the vae of mobe bankng optons/Abty to nteract wth ntegrty and professonasm wth cstomers and empoyees//strong

Job Expectatons:

/strongAbty to work a schede that may ncde most Satrdays/Adherence to Wes Fargo saes practces rsk management ctre/Crrent regstraton for FNRA Seres 6 and Seres 63 (or FNRA recognzed eqvaents) s reqred for ths roe or mst be competed wthn a specfed perod. For specfc FNRA qafcaton exams obtaned after 9/30/2018, the Secrtes ndstry Essentas (SE) exam co-reqste w be reqred /For the foowng states where hred, FNRA Seres 65 (or eqvaent) examnaton w aso be reqred to be attempted wthn a specfed perod of tme: AK, A, CT, DE, H, A, D, N, KS, MD, M, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, T, VA, WA, W, and WY. The State of WY permts referra-ony censed bankers to receve the AR regstraton wthot competng the Seres 65/66 exam reqrement. Ths st of states s sbject to change and Seres 65 (or eqvaent) censng reqrement wod be based on crrent state reqrements drng empoyment/State nsrance cense(s) are reqred for ths roe and mst be competed wthn a specfed perod/censng reqrements and expected competon tmene (determned by the nmber of censes needed) w be commncated to the canddate pon offer acceptance/Obtanng and/or mantanng approprate Fnanca ndstry Regatory Athorty (FNRA) cense(s) s reqred for ongong empoyment n ths poston. Addtona reqrements ncde meetng enhanced fnanca ftness and crmna backgrond standards. Wes Fargo w ntate the FNRA revew process at the tme of offer acceptance/Ths poston reqres SAFE regstraton at the tme of empoyment. Wes Fargo w ntate the SAFE regstraton process mmedatey after yor empoyment start date. The Natonwde Mortgage censng System (NMS) web ste (http://fedregstry.natonwdecensngsystem.org) provdes the M4R qestons and regstraton reqred for empoyment n ths poston/ndvdas n oan Orgnator (O) postons mst meet the Consmer Fnanca Protecton Brea qafcaton reqrements and compy wth reated Wes Fargo poces. The O qafcaton reqrements ncde meetng appcabe fnanca responsbty, character, genera fnanca ftness, and crmna backgrond standards/A crrent credt report w be sed to assess yor fnanca responsbty and credt ftness; however, a credt score s not ncded as part of the evaaton. Sccessf canddates mst aso meet ongong regatory reqrements ncdng addtona screenng, f necessary/Ths poston s not egbe for Vsa sponsorshp//strong

Postng End Date:

/strong br29 Jn 2025br strong•Job postng may come down eary de to vome of appcants./strong brbrstrongWe Vae Eqa Opportnty/strongbrbrWes Fargo s an eqa opportnty empoyer. A qafed appcants w receve consderaton for empoyment wthot regard to race, coor, regon, sex, sexa orentaton, gender dentty, natona orgn, dsabty, stats as a protected veteran, or any other egay protected characterstc.brbrEmpoyees spport or focs on bdng strong cstomer reatonshps baanced wth a strong rsk mtgatng and compance-drven ctre whch frmy estabshes those dscpnes as crtca to the sccess of or cstomers and company. They are accontabe for execton of a appcabe rsk programs (Credt, Market, Fnanca Crmes, Operatona, Regatory Compance), whch ncdes effectvey foowng and adherng to appcabe Wes Fargo poces and procedres, appropratey ffng rsk and compance obgatons, tmey and effectve escaaton and remedaton of sses, and makng sond rsk decsons. There s emphass on proactve montorng, governance, rsk dentfcaton and escaaton, as we as makng sond rsk decsons commensrate wth the bsness nt’s rsk appette and a rsk and compance program reqrements.brbrCanddates appyng to job openngs posted n

Canada:

Appcatons for empoyment are encoraged from a qafed canddates, ncdng women, persons wth dsabtes, aborgna peopes and vsbe mnortes. Accommodaton for appcants wth dsabtes s avaabe pon reqest n connecton wth the recrtment process.brbrstrongAppcants wth Dsabtes/strongbrbrTo reqest a medca accommodaton drng the appcaton or ntervew process, vst Dsabty ncson at Wes Fargo .brbrstrongDrg and Acoho Pocy/strongbrbrWes Fargo mantans a drg free workpace. Pease see or Drg and Acoho Pocy to earn more.brbrstrong

Wes Fargo Recrtment and Hrng Reqrements:

/strongbrbra. Thrd-Party recordngs are prohbted ness athorzed by Wes Fargo.brbrb. Wes Fargo reqres yo to drecty represent yor own experences drng the recrtng and hrng process.brbr