Contact Center Sales Associate Manager jobs at Wells Fargo in United States, Irving

In this role, you will:

• Facilitate the identification of opportunities to utilize data analysis in the assessment of risk and controls.
• Navigate large, complex technology environments to locate, validate, extract, and format data for data analytics testing.
• Effectively document the analysis in accordance with audit policy.
• Train and mentor audit teams in the use of data analysis and data analysis tools.
• Partner with assigned audit teams to build expertise in the use of data analysis within the internal audit function.
• Write opinions reflecting relevant facts that lead to logical conclusions
• Escalate significant risks and loss exposures to appropriate levels of management
• Ensure documentation and reporting are ready for review by managers and more experienced managers
• Demonstrate credible challenge
• Lead multiple concurrent projects that are generally moderate to large in size and moderate to high in complexity
• Develop and maintain excellent business relationships within Internal Audit and with teams companywide

Required Qualifications:

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

Desired Qualifications:

• Experience creating moderate to complex data analysis solutions in support of Internal Audit using tools such as SQL, SAS, Alteryx and Tableau
• Experience with Consumer, Small & Business Banking products and services is preferred
• Extensive knowledge and understanding of research and analysis
• Strong analytical skills with high attention to detail and accuracy
• Knowledge of systems of record, and data warehouses
• A BS/BA degree or higher
• Solid knowledge and understanding of audit or risk methodologies and supporting tools
• Strong understanding of financial regulatory environment
• Experience leading and providing feedback to staff on audit projects or engagements
• Experience with Issue Validation and Remediation
• Excellent verbal, written, and interpersonal communication skills
• Ability to obtain or currently hold one or more of the following certifications: SAS Certified Big Data Professional, SAS Certified Data Scientist, Certification of Professional Achievement in Data Sciences, Certified Analytics Professional, CFE, CIA, CISA, CPA, CAMS, or CRCM

Job Expectations:

• Ability to travel up to 10% of the time
• This position does not offer VISA sponsorship
• Hybrid work schedule

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.

About this role:

Wells Fargo is seeking a Senior Audit Manager – Executive Director to lead a high-performing team within the Enterprise Technology Audit Group (ETAG). This leader will provide strategic oversight and execution of audit coverage across Wells Fargo’s core technology environments and Cybersecurity controls, including:

• Technology Infrastructure: Network, Mainframe, Midrange, Distributed Systems, Databases, Data Centers
• IT Operations: Technology Resiliency, Disaster Recovery, IT Service Management
• Cybersecurity Domains: Cyber Defense, Threat Intelligence, Identity & Access Management, Cloud Security, Information Protection, SIEM, Governance

In this role, you will:

• Manage a team of 7-10 audit staff responsible for a defined segment of the Audit Plan
• Be responsible for resource management and assisting broader team in overall audit plan completion
• Assess associated risks and controls and complete engagements within their segment of the audit plan
• Plan and organize work in an annual cycle, not just project cycle
• Ensure audit engagements are risk-based, and executed according to Internal Audit policies and guidance
• Build and maintain a proficient team of auditors
• Provide timely feedback, coaching and monitoring of development plans
• Develop and maintain excellent business relationships with leadership and other stakeholders, such as regulatory agencies
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Audit
• Develop and guide a culture of talent development to meet business objectives and strategy
• Recruit, develop, motivate and retain infrastructure audit talent

Required Qualifications:

• 6+ years of Audit, Risk experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• 7+ years of increasing responsibilities within IT audit, including experience leading and supervising audits (external and/or internal).
• Knowledge of IT, information security and Cloud management and control frameworks (e.g. NIST Cybersecurity Framework and 800-53, CIS Top 20 Critical Security Controls, FFIEC IT Examination Handbooks, COBIT, FedRAMP, ISO 2700x, ITIL).
• CCSP, CCAK and Ethical Hacker certifications would be highly regarded, as well as Cybersecurity Certificates from ISACA or ISC2, and Cloud related certifications.
• CISA or CISSP Certifications, or equivalent.
• Solid knowledge and understanding of audit or risk methodologies and supporting tools
• Strong understanding of financial regulatory environment
• Excellent verbal, written, and interpersonal communication skills.
• Experience leading and providing feedback to staff on audit projects or engagements.
• Familiarity with server, network, database, and application security hardening
• Hand-on technical experience in technologies such as Active Directory, Cybersecurity technologies, Operating systems and databases is beneficial.
• Strong experience with IT and Cybersecurity Governance
• Bachelor’s degree or higher in Computer Science/Information Technology
• Experience at a large financial institution or Big 4 accounting firm

Job Expectations:

• Ability to travel up to 10% of the time
• Position is not eligible for VISA Sponsorship

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.

In this role, you will:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
• Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

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

Desired Qualifications:

• 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
• Ability to balances needs of clients with associated risks and interests of Wells Fargo
• 3+ years of experience in business-to-business sales
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• A BS/BA degree or higher

Job Expectations:

• 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

• 401 Las Colinas Blvd W Bldg BIRVING, TX 75039​

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 and develop a team of Customer Service Representatives who provide low to moderately complex customer support, and engage key stakeholders and business partners associated with customer service
• Identify and recommend products for customer service and productivity standards and goals, growth opportunities, and risk control development
• Make decisions and resolve issues regarding escalated customer inquiries to meet business objectives
• Interpret and develop standards and goals for customer service
• Collaborate and consult with more experienced management, internal partners, relationship managers, and colleagues to ensure customer satisfaction
• Interact directly with external customers
• Manage allocation of people and financial resources for customer service
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Customer Service, Financial Services or Contact Center 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:

• Strong knowledge and hands-on experience with equipment/vendor finance products and/or Commercial Banking products
• Proven leadership and people management experience in relationship management or operational functions
• Experience as a process or control owner
• Experience leading a fast paced, demanding, and deadline driven production environment
• Ability to provide leadership by coaching, training, and mentoring
• Ability to build strong relationships with our external clients
• Strong stakeholder management skills with the ability to partner effectively across business, technology, and operational teams at varying levels in the organization
• Proven track record in driving process improvements, automation, and efficiency initiatives
• Excellent communication, problem-solving, and decision-making skills
• MS Office – Excel and PowerPoint
• Bachelor's degree in business, finance, or related field; advanced degree

Job Expectations:

• Willingness to work on-site at the stated location on the job opening
• Ability to work a hybrid work schedule – 3 days in office / 2 days remote
• Schedule hours working 8am – 5pm

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.