Senior Merchant Services Sales Consultant jobs at Wells Fargo in United States, Irving

In this role, you will:

• Develop training materials for new hire and upskill onboarding, including the creation of new materials from scratch and updating existing materials to meet business needs
• Facilitate training classes both in-person and virtual

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
• Determine areas of strength or Business Execution opportunity within defined scope of work
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Utilize independent judgment to guide moderate risk deliverables
• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
• Collaborate and consult with leaders and executive management
• Provide work direction to lessexperienced Strategyand Execution staff

Required Qualifications:

• 2+ years ofBusiness Execution, Implementation, or Strategic Planningexperience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office skills (PowerPoint)
• 2+ years’ experience facilitating training in a small and large group sessions (in-person & virtually).
• 2+ years Training Content Development / Procedural Documentation / Procedural Writing experience
• Proven knowledge in Auto Operations which may include Customer Service and/or Collections
• Ability to lead discussions with stakeholders to determine the training need.
• Experience creating communications, user guides, and other written training materials.
• Ability to exercise independent judgment to identify and resolve problems.
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Ability to interact with integrity and a high level of professionalism with all levels of team members and management
• Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans and solutions.
• Technical skills: iNotice, Cars, iTop, ACES/Softphone, iRepo, Imaging Content Management Platform (ICMP), Strategic Reporting Solutions (SRS), SharePoint, Jira, Tableau, and/or NICE/Nexidia

Job Expectations:

• This position offers a hybrid work schedule.
• Ability to work flexible hours based on business need during 8:00am – 7:00 pm CST
• Successful candidateMustbe on campus when facilitating training
• Ability to travel up to 5%
• Required location listed
• Relocation assistance is not available for this position.

Posting Location:

• 6051/6061 N. State Hwy. 161, Irving TX

Position 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:

• Manage moderately complex claims and litigation
• Provide legal advice and representation of the Company in moderate risk litigation, negotiations, settlement discussions, and claims related legal issues
• Review and analyze moderately complex challenges that require an in-depth evaluation of variable factors
• Provide guidance to internal clients on legal matters to assist with legal risk assessment, planning and policy decisions, claims against the Company, probability of loss, and develop cost-effective risk mitigation strategies
• Draft and review complex legal documents prepared by outside counsel
• Identify and analyze complex legal issues, develop conclusions, and make recommendations for issue resolution
• Collaborate with peers, colleagues, and managers to resolve issues and achieve goals
• Lead or participate in moderately complex initiatives and deliverables and contribute to large-scale planning
• Work directly with business clients and develop an in-depth understanding of business unit activities and products

Required Qualifications:

• 4+ years of Law experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Active State Bar membership or the equivalent in a country outside the United States

Desired Qualifications:

• Experience as a practicing attorney in private practice supporting financial services clients or in a financial services in-house legal department and/or financial regulatory agency.
• Experience in consumer lending litigation, specifically related to credit cards, merchant services, retail services, personal lines and loans, mortgage / home lending.
• Experience conducting research and providing counsel and guidance regarding complex legal issues.
• Strong attention to detail and accuracy.
• Strong analytical and problem-solving skills.
• Effective organizational, client management, and prioritization skills.
• Flexibility and adaptability to changing priorities and deadlines.

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:

• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
• Work independently to make recommendations for support function by providing support and leadership
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
• Collaborate and consult with team leaders in developing project plans, policies and procedures
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

Required Qualifications:

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

Desired Qualifications:

• Understanding of change management lifecycle
• Prior hands on experience executing and/ or monitoring controls
• Ability to coach others outside of direct team to drive adherence

Job Expectations:

• Inspects systems of record for adherence to processes
• Reviews change management artifacts for quality and completeness
• Identifies ways to improve efficiencies while still maintaining risk mitigation needs
• Proactively identifies trends and develops suggestions for ways to drive higher performance.
• Required location(s) listed. Relocation assistance is not available for this position
• This position offers a hybrid work schedule.

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:

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.

Key Responsibilities:
- Manage the end-to-end servicing of bilateral commercial loans, including payments, rate resets, clearing exceptions, reconciliations, and complex research requests.
- Maintain and update loan records in LoanIQ, ensuring data integrity and compliance with internal policies and regulatory requirements.
- Process loan transactions such as drawdowns, rollovers, repayments, and fee accruals.
- Support internal and external audits by providing documentation and responding to inquiries.

- Identify and implement process improvements to enhance operational efficiency and reduce risk.

In this role, you will:

• Lead a variety of servicing activities for moderately complex commercial products, including coordinating all aspects to ensure customer resolution

• Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures, and regulatory requirements

• Coordinate all aspects of resolving open customer service issues; interact with internal and external customers

• Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs

• Review and negotiate moderately complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications

• Serve as an escalation point in the resolution of client issues

• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes

• Identify activities of the team to ensure conformity with established procedures

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

• May lead projects, teams, or serve as a mentor for lower-level staff; may contribute to strategic initiatives

• Independently resolve moderately complex issues and lead team to meet deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• 3 years of hands-on experience using LoanIQ

• Strong understanding of bilateral loan structures and servicing requirements.

• Proficiency in LoanIQ, workflow tools, Microsoft Office Suite, especially Excel.

• Excellent attention to detail, organizational, and problem-solving skills.

• Strong communication skills and ability to work collaboratively across teams.

• Familiarity with bilateral commercial loans

• Experience with workflow tools or automation platforms.

• Knowledge of regulatory requirements related to commercial lending (e.g., SOX, OCC guidelines).

Job Expectations:

• Ability to work a hybrid schedule

• Willingness to work on-site at stated locations

• 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.