Personal Banker 72nd & Giles

Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing

requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex costumer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking,

credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs May study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.

As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s)3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagueinteractioncellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking optioninteractionperience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work holidays and weekends Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period.

For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.

Additional requirements include meeting enhanced financial fitness and criminal background standards.

Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry. nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting End Date: 7 Jan 2024 Job posting may come down early due to volume of applicants.

We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9a9f3eb3-50eb-4408-a237-4a81ef618dee

operations on the processing of the application and reviews the loan papers in preparation for closing. Explains the documents to applicants at closing. Communicates with applicants and realtors on progress of application. Achieve compliance certification and use knowledge of compliance/CRA regulations in day-to-day activities.

Maintain knowledge of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. NECESSARY KNOWLEDGE, SKILLS & ABILITIES: Knowledge of Secondary Market and mortgage loan regulations and guidelines. Knowledge of VA and FHA loans. Knowledge of word processing

software. Skills in operating various office equipment such as: computer terminal, personal computer, adding machine, and copy machine. Ability to communicate both oral and written in a courteous and professional manner.

Ability to work under pressure to meet deadlines. EDUCATION & EXPERIENCE: College degree in Business Administration and/or equivalent work experience. Three years previous mortgage lending experience. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another

employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

41 CFR 60-1.35(c)

the campaign's message, gather support, and maintain accurate records of interactions. Responsibilities: 1. Phone bankers are expected to make at least 30 calls an hour to donors. 2. Making donor outreach calls to voters. 3. Engage donors in respectful and informative conversations about our candidate and their campaign.

4. Track and document donor interactions and responses in Mini VAN and/or Call Hub. 5. Detailed and regular reporting of activities and results. 6. Attending a scheduled orientation meeting and training led by the Project Manager. Requirements: 1. Ability to hit the ground running – this is a short-term, aggressively paced assignment. 2. The ideal candidate should be

able to work in a fast-paced environment, able and willing to work long hours, and importantly, be skilled in customer engagement. 3. Ability to multitask, meet deadlines, achieve goals, and creatively problem-solve.

4. Strong interpersonal skills and a team player. 5. Strong communication skills, attention to detail, and experience in a customer-facing role. 6. Comfortable speaking on the phone for extended periods and navigating phone scripts. Qualifications and Skills: 1. Ability to work independently and in team settings. 2. Must possess excellent verbal and written communication skills. 3. Access to reliable transportation, cell phone, and laptop. Compensation: $22 per hour Powered by Jazz HR

is providing unmatched customer support, guidance, and compliance expertise so our partner establishments can grow their businesses and generate more revenue. SUMMARY: The primary responsibilities of this position include, but are not limited to, processing redemption cassettes and Video Gaming Terminal (“VGT”) cash cans, recording transactions and verifying inventory, preparing cassettes and VGT cash cans for the route technicians, as well as assisting in other areas as needed.

DUTIES AND RESPONSIBILITIES: Prepare and process lockbox cash receipts Process and verify currency counts Data entry of cash receipts including coding and filing Research unidentified cash receipts Daily/Monthly

bank and cash reconciliations Weekly cash forecasting Communication with customers, field and other departments Managing the timely and accurate processing of cash collections Processing and vault accountability Counting currency Separating or segregating currency Packaging/unpackaging currency Strapping/unstrapping Sealing/unsealing bags Maintaining inventory counts and levels Processing coins Performs basic accounting and counting skills Records all vault transactions on the computer Assists with other duties and projects as assigned Other duties as assigned QUALIFICATIONS: High school diploma or equivalent, one to three years related experience, or equivalent combination of education and experience

Previous bank, casino or financial industry teller experience preferred Previous cash handling experience Proficient in Microsoft Office Excel Ability to prepare reports and business correspondence Demonstrated ability to calculate figures and amounts such as discounts, interest, commissions, and percentages Commitment to excellence and high standards Ability to understand and follow written and verbal instructions Ability to work independently and as a member of various teams and committees Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm Minimum of 21 years of age Ability to obtain and/or maintain a Terminal Handler’s License from the Illinois Gaming Board PHYSICAL DEMANDS AND WORK ENVIRONMENT: Calculate figures and amounts Analyze financial data Continually required to stand Continually required to walk Occasionally required to sit Continually required to utilize hand and finger dexterity Occasionally required to climb stairs, balance, bend, stoop, and kneel Frequently required to talk or hear Occasionally required to lift/push up to 40 lbs.

Frequently required to lift to 15 lbs. Specific vision abilities required for this job include close vision, depth, and ability to adjust or focus Utilize visual acuity to operate equipment, read technical information, and/or use a keyboard or calculator Exposure to moving mechanical parts Exposure to high, precarious places The noise level in the work environment usually is moderate or loud The above is intended to describe the general content of and requirements for the performance of this job.

It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Powered by Jazz HR