Jobs at Wells Fargo in United States, Dallas

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship 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 customers serviced, banking services and options of various customers, and customer 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 Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
• Present recommendations for resolving inquiries and service requests regarding customers' accounts
• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
• Provide information to internal partners and external sources to further enhance the customer experience
• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Provide self-service digital banking options to customers
• 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:

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)
• Customer service focus with experience handling transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Strong 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
• Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
• Ability to make client calls and actively participate in the sales development process
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer- coaching
• Experience assessing customer needs and recommending products/services to fulfill those needs
• Experience using business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• 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) examination will also be required to be attempted within a specified period of time: 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 thisposition.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) web site(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 assess 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

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Bilingual speaking and listening proficiency in Spanish/English

Desired Qualifications:

• 6+ months of experience interacting with people, demonstrated through work, military, or education
• Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program
• 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 colleagues

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• This position is not eligible for Visa sponsorship
• Must take and pass required language assessment

• 18190 N Dallas PkwyDALLAS, TX 75287

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional area
• Review and analyze complex multi-faceted, large scale, or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring a sound understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
• Lead Treasury Management Consulting projects and teams, or serve as a peer mentor

Required Qualifications:

• 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with Treasury Management products and services
• Experience working within the government space and knowledge of RFP’s
• Skilled in building strong partnerships through effective collaboration, relationship management, and communication
• Ability to think strategically, implement, and deliver business objectives
• Ability to develop strong partnerships
• Excellent communication skills
• Strong presentation skills
• Strong organizational skills

Job Expectations:

• This position offers a hybrid work schedule
• The ability to travel 50-75% of the time
• This position is not eligible for Visa Sponsorship
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• Develop understanding of bank products and services to connect to customers' needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services to customer
• Refer customers' financial needs to other bankers and partners as needed
• 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 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. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 6+ months of interacting with customers experience, 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
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
• 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 colleagues
• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

• 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 assess 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

• 4150 Mockingbird Ln,DALLAS, TX 75205

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Increase the investment acumen of our Investment Professionals on alternative investments across all channels and providing education on new product offerings as well as supporting existing platform offerings
• Regularly meet with Investment Professionals and clients of Investment Professionals
• Lead complex initiatives involving educating and consulting with financial advisors, investment strategists, wealth advisors, and clients on alternative investments and the depth and breadth of solutions available
• Build visibility around the Alternative Investment platform with investment professionals who are less familiar with the alternative investment capabilities within Wells Fargo and/or may find these investment vehicles/strategies too complex to discuss with their clients
• Work closely with leadership in eachmarket
• Review and analyze complex multifaceted client and investment professional situations that require an in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multifaceted situations requiring understanding of the asset class, investment offerings, policies, procedures and compliance requirements
• Collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals
• Deliver branch presentations and organize meetings for outside fund managers with Investment Professionals
• Provide training on new offerings, platform changes, investment strategy guidance, support resources and other topics related to alternative investments

Required Qualifications:

• 5+ years of Wealth Investment Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• 4+ years of wholesaleror likeexperience in Alternative Investment product categories (i.e. - hedge funds, privately held investments, private real estate, private debt, etc.)
• Proven experience educating financial professional and clients on Alternative Investment asset class and on the individual product level
• Chartered Alternative Investment Analyst (CAIA) certification or Advanced Financial degree
• Advanced communication skills, specifically related to delivering presentations in person and in virtual meetings
• Demonstrated ability to develop and enhance partnerships with internal investment professional, regional leadership and clients

Job Expectations:

• Ability to travel up to 75% of the time.
• This position is not eligible for Visa sponsorship
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents

Job Locations:

• 1445 Ross AVE DALLAS, TX 75202

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead the review, resolution and implementation for the most complex technical issues and initiatives related to large scale network applications, data systems, voice and other technical products and services
• Use and create diagnostic, simulation and other tools to maintain, troubleshoot and restore service or data to systems
• Evaluate or review queries to extract data, create standard procedures, or perform limited programming to fine tune systems supported
• Research performance trends and recommend process improvements
• Perform complex migrations from development to production, upgrades, installations and configurations
• Make decisions in security and regulatory policies to design and implement foolproof secured network solutions
• Assess changes for risk to production systems and assure quality, security and compliance requirements are met for supported areas
• Identify gaps in current technology processes and recommend changes to assure Service Level Agreements can be supported
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

• 5+ years of Network Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Deep understanding of DNS, DHCP, IP Address Management (IPAM), and Network Time Protocol (NTP) systems, including architecture, deployment, and lifecycle management.
• Experience designing and implementing scalable, resilient infrastructure solutions for core network services.
• Advanced scripting skills (e.g., Python, Bash, PowerShell) for automation of log rotation, data collection, error handling, and alerting.
• Hands-on experience with synthetic transaction development for proactive monitoring of infrastructure and applications.
• Experience mentoring and guiding less experienced staff.
• Experience with DevOps and CI/CD automated build and deployment processes.
• Advanced scripting skills specifically around log rotation, data collection, error collection and alerting.
• Experience designing, developing, and implementing synthetic transactions for the monitoring of applications and/or infrastructure.
• Experience with Agile Scrum or Kanban methodologies.
• Knowledge and understanding of implementing infrastructure upgrades, security patches, or version upgrades.
• Knowledge and understanding of logging and monitoring tools.
• Experience with and the ability to thrive in a complex and fast-paced technology and/or information security organization, within a large enterprise environment.
• Proven experience with change and incident management practices in medium to large enterprise environments.

Job Expectations:

• Ability to work onsite in the office in a hybrid model, 3 days per week on-site/in-office and 2 days per week remote
• Remote work is not available for this position
• Visa sponsorship not available for this role

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.