Associate Personal Banker Safe Irving District jobs at Wells Fargo in United States, Irving

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.

In this role, you will:

Team Leadership & Development:

• Lead, coach, and mentor a team of contact center sales associates to achieve and exceed sales targets.
• Conduct regular performance reviews, provide feedback, and create development plans.
• Foster a high-performance, customer-centric culture.

Sales Strategy & Execution:

• Implement and manage sales strategies to drive revenue growth in merchant services.
• Monitor KPIs and metrics to ensure team productivity and effectiveness.
• Collaborate with marketing, product, and operations teams to align on campaigns and initiatives.

Operational Excellence:

• Oversee daily contact center operations, ensuring adherence to compliance, quality, and service standards.
• Utilize CRM and sales tools to track performance and optimize workflows.
• Identify process improvements and implement best practices to enhance efficiency.

Customer Engagement:

• Lead or actively participate in large, cross-functional projects, collaborating with various teams to achieve project goals, and provide guidance to less experienced staff and support to foster their professional development.

Collaboration & Communication:

• Collaborate and consult effectively with peers, colleagues, external contractors, and mid-level managers to resolve issues, share knowledge, and achieve common objectives.

Compliance & Risk Management:

• Leverage a solid understanding of compliance and risk management requirements relevant to the supported area, ensuring adherence to policies and regulations.

Required Qualifications:

• 2+ years of Contact Center Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• Merchant services experience and knowledge of merchant acquiring, POS systems, and payment gateways
• Proficiency in CRM systems (e.g., Salesforce) and contact center technologies
• Knowledge and understanding of contact center environment (phone, email, online, digital) with emphasis on customer strategies.
• Demonstrated sales experience (either in person or over the phone) and shows success in the sales area
• Leadership experience with ability to effectively manage and engage teams.
• Experience training and coaching customer-facing team members
• Reporting and analytics experience using various reporting tools.
• Knowledge and understanding of call routing and call reporting dynamics.
• Workforce management experience including: directing activities of team members, performance management, career development, coaching, mentoring, and succession planning .
• Intermediate Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• Must be able to work on-site

Locations:

• Los Colinas, Texas

Required locations listed above. Relocation assistance is not available for this position.

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:

• Manage the relationship support function for an assigned team or office

• Manage the end-to-end customer experience including onboarding

• Ensure timely completion, quality, and compliance on the team

• Perform hiring, development, and retention of individuals

• Identify opportunities for process improvement and risk control development and adhere to all policy and regulatory requirements

• Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers

• Oversee customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements

• Oversee a compliance monitoring program and evaluating the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies

• Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning

• Make decisions and resolve issues related to work allocation and daily operations with client management

• Interpret policies, procedures, and compliance requirements

• Collaborate and influence all levels of professionals including more experienced managers

• Lead team to achieve objectives

• Manage allocation of people and financial resources for Business Relationship Support

• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 1+ years of leadership experience

Desired Qualifications:

• Experience in treasury management client services, implementation, sales or product support.

• Experience supporting Commercial Banking.

Job Expectations:

• This position is not eligible for Visa sponsorship

• This position is a hybrid work model. Must be willing to work out of the Irving, TX office approximately 3 days a week

• 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:

Team Leadership & Development:

• Lead, coach, and mentor a team of contact center sales associates to achieve and exceed sales targets.
• Conduct regular performance reviews, provide feedback, and create development plans.
• Foster a high-performance, customer-centric culture.

Sales Strategy & Execution:

• Implement and manage sales strategies to drive revenue growth in merchant services.
• Monitor KPIs and metrics to ensure team productivity and effectiveness.
• Collaborate with marketing, product, and operations teams to align on campaigns and initiatives.

Operational Excellence:

• Oversee daily contact center operations, ensuring adherence to compliance, quality, and service standards.
• Utilize CRM and sales tools to track performance and optimize workflows.
• Identify process improvements and implement best practices to enhance efficiency.

Customer Engagement:

• Lead or actively participate in large, cross-functional projects, collaborating with various teams to achieve project goals, and provide guidance to less experienced staff and support to foster their professional development.

Collaboration & Communication:

• Collaborate and consult effectively with peers, colleagues, external contractors, and mid-level managers to resolve issues, share knowledge, and achieve common objectives.

Compliance & Risk Management:

• Leverage a solid understanding of compliance and risk management requirements relevant to the supported area, ensuring adherence to policies and regulations.

Required Qualifications:

• 2+ years of Contact Center Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• Merchant services experience and knowledge of merchant acquiring, POS systems, and payment gateways
• Proficiency in CRM systems (e.g., Salesforce) and contact center technologies
• Knowledge and understanding of contact center environment (phone, email, online, digital) with emphasis on customer strategies.
• Demonstrated sales experience (either in person or over the phone) and shows success in the sales area
• Leadership experience with ability to effectively manage and engage teams.
• Experience training and coaching customer-facing team members
• Reporting and analytics experience using various reporting tools.
• Knowledge and understanding of call routing and call reporting dynamics.
• Workforce management experience including: directing activities of team members, performance management, career development, coaching, mentoring, and succession planning .
• Intermediate Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• Must be able to work on-site

Locations:

• 250 E. John Carpenter Freeway - Irving, Texas 75062

Required locations listed above. Relocation assistance is not available for this position.

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:

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent
• 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:

• 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of leadership experience

Desired Qualifications:

• Management experience including hiring, coaching, and developing direct reports
• Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
• Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
• Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
• Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
• Experience building and maintaining effective relationships with customers, internal partners and within the community
• Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
• Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking
• Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention
• Ability to interact with integrity and professionalism with customers and employees
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location
• 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

Compensation: 23.94 - 42.50 USD Hourly

Coulter -4140 S Coulter StAMARILLO, TX 79109

Washington -2000 S Washington StAMARILLO, TX 79109

Canyon -2111 4th AveCANYON, TX 79015

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:

• Supervise a Contact Center Sales team of more experienced sales representatives ensuring that production or revenue goals, as well as customer needs are met through business development and growth opportunities
• Identify opportunities for process improvement and risk control development to meet sales and referral goals
• Coach and develop a positive and productive work environment
• Coordinate and build relationships with business partners and review tracking and monitoring reports
• Make day-to-day supervisory and tactical decisions and resolve issues related to team supervision, work allocation, and daily operations under direction of Contact Center Sales management
• Collaborate and consult with Contact Center Sales peers, colleagues, and managers to ensure business objectives are met
• Manage allocation of people and financial resources for Contact Center Sales
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 2+ years of Contact Center Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• Merchant services experience
• Knowledge and understanding of contact center environment (phone, email, online, digital) with emphasis on customer strategies.
• Demonstrated sales experience (either in person or over the phone).
• Leadership experience with ability to effectively manage and engage teams.
• Experience training and coaching customer-facing team members
• Knowledge and understanding of Salesforce or contact management systems.
• Reporting and analytics experience using various reporting tools.
• Knowledge and understanding of call routing and call reporting dynamics.
• Workforce management experience including: directing activities of team members, performance management, career development, coaching, mentoring, and succession planning .
• Intermediate Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• Must be able to work on-site

Locations:

• 250 E. John Carpenter Freeway - Irving, Texas 75062

Required locations listed above. Relocation assistance is not available for this position.

Wells Fargo Recruitment and Hiring Requirements:

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