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Mkt Growth & Dev Consultant 3 - Premier Banker Coach

Company: Wells Fargo
Location: Irving
Posted on: November 18, 2021

Job Description:

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Consumer and Small Business Banking (CSBB) provides financial services to 21 million retail bank households and three million small business customers through approximately 4,900 retail branches, 17 customer service centers, and approximately 13,000 ATMs in 36 states and the District of Columbia. We serve and help individuals and families in many aspects of their lives, helping them buy homes, open first bank and savings accounts, buy cars to get to and from work or school, and start or grow small businesses. CSBB is focused on innovating and transforming with the customer at the center, better enabling customers to engage with us how, when, and wherever they choose. As an industry leader in many consumer and small business areas - including retail deposits, debit card transaction and purchase volume, and small business lending - our primary goal is delivering for our customers.Our businesses include:

  • Affluent serves customers with $250,000 or more of investable assets and partners with Wealth & Investment Management to meet the specific - and often complex - financial needs of our affluent and affluent away customers. Affluent includes Wells Fargo At WorkSM, which partners with our business customers to provide financial education resources for their employees that may help them achieve their financial goals through virtual or in-person workshops and on-demand webinars. The program is also offered for participating educational institutions to support their students, faculty, and staff.
  • Branch Banking serves more than 70 million consumer and small business customers through a distribution network consisting of approximately 4,900 retail banking branches, complemented by online and digital channels, and a network of 13,000 ATMs across 36 states and Washington, D.C. Branch Banking includes the regions, Branch Banking Operations and Supervision, and Consumer Banking National Business Development.Are you an exceptional coach? Join the Affluent Segment Virtual Coaching Team within Wells Fargo Community Banking. This is a senior individual contributor role dedicated to the success of Wells Fargo's Affluent Strategy focused on the Principles for New Premier Bankers coaching program. The coaching program provides a structured, consistent onboarding approach to improve understanding of a branch premier banker's expectations for delivering effective relationship management and deepening customer relationships; all while maintaining life/work balance. Branch premier bankers will be shown by their coach how to execute on the expected activities by modeling for them what good examples look like or sound like, and then allowing them the opportunity to skill practice.Principles for New Premier Banker Coach Key Responsibilities:
    • Provide 1:1 virtual coaching to Premier Bankers, their Branch Managers, Financial Advisor partners and collaborate with their Business Manager in alignment with the Principles New Premier Bankers Onboarding program expectations, to achieve sustainable development, enhance partnerships and create accountability
    • Analyze performance trends, identify developmental needs, provide feedback and recommendations to improve performance
    • Facilitates interactive virtual workshops and presentations to establish knowledge needed for the premier banker role
    • Serves as a subject matter expert on affluent segment tools and resources as part of premier banker onboarding
    • Acts as a business partner in providing necessary tools and resources to Premier Bankers, Financial Advisors, Branch Managers, District Managers and Area Managers to strengthen affluent partnershipSelected candidate will be required to work within one of the following Wells Fargo locations: Charlotte, NC; Dallas, TX; Atlanta, GA; Denver, CO; St. Louis Park, MN; Phoenix, AZ. Relocation assistance is not available for this position.Required Qualifications
      • 4+ years of experience in one or a combination of the following: sales, marketing, or financial consultingDesired Qualifications
        • Excellent verbal, written, and interpersonal communication skills
        • Strong presentation skills
        • Excellent verbal, written, and interpersonal communication skills
        • Strong presentation skills
        • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
        • 3+ years of experience coaching and developing a team
        • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
        • Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment
        • Knowledge and understanding of sales and service processes and procedures; preferably for Wells Fargo Community Bank and Regional Bank Line of Business
        • Experience facilitating and delivering training or other related facilitation experience such as group meetings or presentations
        • Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members
        • Virtual leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team members in a geographically dispersed team environment
        • A BA/BS degree or higher in business or financeJob Expectations
          • Registration for FINRA Series 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
          • Registration for FINRA Series 66 (or 63 and 65) must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance
          • Ability to travel up to 10% of the timeSalary InformationThe salary range displayed below is based on a Full-time 40 hour a week schedule.TX-Irving: Min: $66,500 Mid: $93,600 Max: $120,700MN-Saint Louis Park: Min: $66,500 Mid: $93,600 Max: $120,700CO-Boulder: Min: $66,500 Mid: $93,600 Max: $120,700GA-Atlanta: Min: $66,500 Mid: $93,600 Max: $120,700Disclaimer
            All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.Benefits SummaryBenefitsVisit for benefits information.

Keywords: Wells Fargo, Irving , Mkt Growth & Dev Consultant 3 - Premier Banker Coach, Education / Teaching , Irving, Texas

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