Wm Sr Private Banker (safe) 4 Job in Tampa, Florida US
Wm Sr Private Banker (safe) 4
Manages full-service banking relationships with high net worth customers and oversees a portfolio of highly 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. This is the most senior level individual contributor Private Banking job. Incumbents have an in-depth knowledge of product array, excellent sales/relationship management skills and consistently strong performance. Provides training and guidance to less experienced Private Bankers. 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. Basic Qualifications: 8+ years corporate consumer, mortgage or private banking experience, Series 7 and 66 licenses required to participate in securities brokerage activities. 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. 5 plus years of commercial credit exp 5 plus years of working with affluent clients Preferred Skills: market knowledge preferred Wells Fargo is an Affirmative Action and Equal Opportunity Employer M/F/D/V. �© 2012 Wells Fargo Bank, N.A. All rights reserved.