Location: Salt Lake City, UT
Company: Zions Bancorporation
The Most Powerful Women in Banking. " Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success.
We recognize that banking is a " local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities.
At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses.
These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a strategic focus for the Zions
Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Salt Lake City, UT marketplace. At Amegy Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Investment Management Portfolio Managers/Advanced Planning Professionals Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers As a Zions Wealth Advisor, your role will involve actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and offer guidance on various financial vehicles, devising recommendations, and implementing the investment strategy.
As someone who wishes to be an entrepreneur, you will continuously look for opportunities to grow your book of business through identifying value-added products and services for clients, identifying, and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through internal partner referrals. Other responsibilities will include financial planning, investment management, insurance, trust services, trading, and speaking events, as well as coordinating with wealth management specialists to deliver the right solution for the client.
The ideal candidate will: Exhibit a strong passion for providing top-tier client experience within a collaborative team environment. Follow a client-centric consulting process that starts with financial planning. Possess an extensive understanding of a wide array of investment, insurance, and banking strategies. Demonstrate exceptional communication, relationship management, and sales skills. Be adept at evaluating, advising, and supporting the bank's clients effectively.
Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 5 years of directly related experience, 10+ years preferred A Combination of education and experience may meet the requirements Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. A CFP® or CFA certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skillinteractionperience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Additionally, incorporating components from other similar job postings, we also seek candidates who: Exhibit a track record of building and managing high net worth client relationships. Possess a keen understanding of financial planning. Can demonstrate a history of successfully exceeding sales targets. Exhibit a deep commitment to continuous professional development and staying up to date with industry markets, trends, certifications, and best practices.
If this description resonates with your career goals and expertise, we encourage you to apply and join our dynamic team of dedicated financial professionals.
Banking jobs refer to employment opportunities within banks and financial institutions where individuals manage financial transactions, provide customer service, and support banking operations. These jobs vary from tellers, loan officers, and financial advisors to analytical roles like risk assessors and investment bankers. Key features of banking jobs often include a focus on customer service, attention to detail, regulatory compliance, numerical skills, and the handling of sensitive information. They can offer career progression, respectable salaries, and opportunities for both entry-level and experienced professionals.
Banking jobs refer to positions within the financial services sector where individuals manage money, credit, and other financial transactions for clients. These roles include investment banking, retail banking, and wealth management among others. Some characteristics of banking jobs are their focus on financial analysis, risk management, customer service, and compliance with regulatory standards. These roles often require strong analytical skills, attention to detail, and a solid understanding of financial markets. Additionally, banking professionals must continuously adapt to evolving financial technologies and regulatory changes.
Banking jobs refer to employment positions within banks and financial institutions. These roles encompass a variety of functions such as managing finances, providing customer service, analyzing investments, and overseeing loans. Key features of banking jobs include attention to detail, strong numerical ability, understanding of financial regulations, and a focus on customer satisfaction. As the backbone of financial services, banking careers require professionalism, integrity, and often a degree in finance, economics, or a related field. With the advent of digital banking, these roles are also evolving to include tech-savviness and adaptability to changing financial technologies.
focuses on work-life balance and the mental, financial and physical health of our employees. We're proud of our employee-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. About this role: Wells Fargo is seeking a Teller in Consumer, Small & Business Banking, as part of National Branch Network.
You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services
company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete
requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleague Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Location: Brighton Branch 1985 East 7000 South Salt Lake City, UT 84121 Benefits: Information about Wells Fargo's US employee benefits can be found here 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-9b03d3e2-fa3a-4643-af62-9db382cb8be6
