Skip navigation
Unable to save this job. Please try again later.

{msg}

Email this Job to Yourself or a Friend

To begin the application process, please enter your email address.

Company Contact Info

  • BENSALEM, PA

Already have an account?

Sign in to apply with your saved resumes.

New to CareerBuilder?

Don't have an account? Continue as a guest!

Sorry, we cannot save this job right now.

Report this Job

Trust and Site Security Team.

Email Send Failed!

Private Banker (safe) 1

Wells Fargo • BENSALEM, PA

Posted almost 5 years

Job Snapshot

Full-Time
Banking - Financial Services
Sales, Banking

Job Description

Provides full-service banking to high value customers and oversees a portfolio of simple and/or packaged-product account relationships. Consults with customers regarding financial needs, recommends product/solutions, and financial services to meet those needs. Additionally, resolves inquiries, opens and services accounts within authorized limits such as checking, savings, credit/loan and identifies and refers investment opportunities. Partners and/or acts as a liaison to other internal departments. Cross-sells products and services to existing clients. Continually builds a network of internal and external sources and resources to further enhance the customer experience and meet customer's needs. 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.

Job Requirements

* Basic Qualifications:
State Life Insurance, Series 7 and 66 or 7 and 63 licenses required. Series 65 license where required by the state in which the position is located. Positions in Regional Banking also require 1+ years experience in a Personal Banker Registered (SAFE) job or 3+ years corporate consumer, mortgage or private banking experience.

* Minimum Qualifications:
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.
Job ID: 3592506
Help us improve CareerBuilder by providing feedback about this job: Report this Job.
CAREERBUILDER TIP
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.
By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.