Senior Small Business Banking Relationship Manager Lo jobs at Wells Fargo in United States, Minneapolis

Trust ServicesTrust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:

• Personal trust services

• Estate services

• Philanthropic services

• Closely held asset management

• Real estate and loan asset management

• Oil, gas and mineral management

• Legacy trust services

• Special needs trust services

• Managed Individual Retirement Accounts (IRA)

In this role, you will:

• Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts.
• Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
• Identify and recommend opportunities for process improvement and control development.
• Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
• Serve as an escalation point for team members regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions.
• Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
• Lead team to achieve business objectives and drive execution.
• Participate actively in Wells Fargo Trust's training and mentorship programs.
• Participate in marketing and development initiatives, including building connectivity with centers of influence.

Required Qualifications:

• 7+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education

Desired Qualifications:

• J.D. and/or CTFA preferred
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management
• Demonstrate a high level of organizational skills, including time and priority management
• Collaborate effectively with relationship team members, client’s advisors and other colleagues
• Solutions-oriented and able to operate within a diverse, fast-paced environment
• Strong conflict resolution skills
• Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients

Job Expectations:

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees 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.

• This Sensitive role will have a required absence of 2-weeks

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:

• Provide Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes
• Liaise with Portfolio Managers, Credit Analysts, Internal Risk Management, Relationship teams, Operations, Markets and various internal and external partners
• Coordinate loan closing activities from the initiation and credit approval throughout the closing, booking, and funding process to ensure consistent, timely and accurate credit delivery and funding to our clients
• Analyze and problem solve complex problems with efficient and logical solutions
• Work in a fast-paced environment while managing risk, controls and booking accuracy
• Utilize loan documentation knowledge and analyze and extract pertinent data elements
• Understand trading limit structure and exposure management and booking on the applicable systems of record
• Develop expertise in bank policies, procedures and compliance requirements confirming adherence
• Evaluate and ensure accurate new and existing data in the systems of record
• Collaborate with managers and peers on initiatives, projects, and complex control resolutions, implementing efficiencies across teams
• Exercise independent judgment while developing the knowledge to understand functions, policies, procedures, and compliance requirements

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

Desired Qualifications:

• Experience working within or supporting middle office functions
• Comprehension of internal credit underwriting documents and loan closing documentation
• Knowledge of credit systems of record and origination such as nCino, LIQ, CoRS, and Treasury management systems
• Understanding of the credit underwriting and customer due diligence processes
• Strong attention to detail
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to effectively prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Outstanding problem solving and independent decision-making skills
• Excellent communication skills both verbal and written
• Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

• This position currently offers a hybrid work schedule
• This position is not eligible for Visa sponsorship

Posting Locations:

• 90 South 7th Street, Minneapolis, Minnesota 55402
• 550 South Tryon Street, Charlotte, North Carolina 28202

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:

• Support product builds on Core Treasury Management products
• Work with multiple Lead ICs on customer requests
• Ensure that products are completed according to established timelines
• Collaborate with downstream partners on implementation tasks
• Utilize a multitude of systems and processes to perform product builds
• Ensure customer implementation data is accurately captured and recorded, and services are correctly set up
• Remain flexible and adaptable to changing priorities, deadlines and new surroundings
• Proactively identify and resolve problems/issues

Required Qualifications:

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

Desired Qualifications:

• 1+ years Treasury Management experience in Service and/or Implementation
• Demonstrate strong focus on risk mitigation, attention to detail, and ability to follow documented procedures
• Advanced Microsoft Office, Outlook and PowerPoint
• Excellent verbal, written, and interpersonal communication skills
• Previous project management experience
• Legal document review experience
• Ability to exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
• Ability to interact with integrity and professionalism with customers, peers and partners
• Familiar with banking terminology
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a virtual team environment

Job Expectations:

• This position offers a hybrid work schedule
• 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

Locations:

• 600 S 4th Street - Minneapolis, MN
• 1445 Ross Avenue - Dallas, TX
• 550 S Tryon Street - Charlotte, NC
• 3440 E. Flair Drive - El Monte, CA
• 260 Charles Lindbergh Drive - Salt Lake City, UT

Salary Range:

• El Monte, CA: $30.77 - $45.67 Hourly range
• All other locations above: $25.48 - $37.98 Hourly range

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:

• 3+ 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:

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:

• Prepare comprehensive tax work papers, perform complex account analysis and look for improvements in policies and procedures for the maintenance of tax-related records
• Perform the most complex tax accounting activities related to the preparation of federal, state and local tax returns or the financial statement accounting for income taxes
• Perform analysis of complex transactions and research opportunities to minimize income taxes and management of income tax risks
• Evaluate issues and apply sound business judgment
• Ensure timely and accurate filing of tax returns or consultation on assigned income tax issues
• Perform tax research
• Manage one or more tax professionals and provide functional advice, direction or training
• Provide guidance to less experienced staff regarding established tax policies
• Understand one or more areas of tax law
• Collect and communicate information in response to inquiries from federal and state income tax auditors
• Develop relationships with business units to support their business needs and objectives
• Provide consultation and advice on complex income tax issues
• Manage tax data movement between systems, data validation, system testing, and workflow administration

Required Qualifications:

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

Desired Qualifications:

• Proficient in Excel – ability to utilize VLOOKUP’s, macros, and run large data set analysis
• Experience using PTMS (Property Tax Made Simple) for data import and export
• InfoLease experience
• SQL or Database knowledge
• Advanced SharePoint skills
• PowerBI, BusinessObjects, ThoughtSpot or other data services
• Experience with software requirement writing and testing
• Experience with managing tax data movement between systems, data validation, system testing, and workflow administration
• Experience with filing and paying personal property taxes
• Experience working with personal property taxes in different jurisdictions and states

Job Expectations:

• This position may be located at one of the posted locations listed below and other locations will not be considered.
• Ability to work a hybrid schedule, three (3) days in office and two (2) days remote.

Location:

• 600 S 4th St Minneapolis, MN
• 801 Walnut St Des Moines, IA

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:

• Facilitating the identification of opportunities to utilize data analysis in the assessment of risk and controls
• Navigating within large complex technology environments to locate, validate, extract, and format data for data analysis testing
• Effectively documenting the analysis in accordance with audit policy
• Training and mentoring audit teams in the use of data analysis and data analysis tools
• Partnering 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
• Participate on and lead projects that are generally moderate to large in size and moderate 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:

• 5+ years of hands-on experience with SQL, SAS and/or Alteryx, including complex query development, data manipulation, performance optimization, and automation of solutions of medium to high technical complexity
• Proficient in Tableau and Alteryx for data visualization and workflow automation, enabling actionable insights and efficient reporting
• Strong experience documenting analytic solutions and providing documentation guidance
• Experience with Chief Operating Office/Shared Services Operations
• 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.

In this role, you will:

• Provide meaningful assessments of current financial/regulatory reporting control environment, including internal control over Bank financial and regulatory reporting environment

• Develop, govern and oversee COSO-based policies for financial regulatory reporting internal controls; maintain same and proactively anticipate internal controls matters

• Monitor new and emerging internal control and regulatory reporting related guidance and issues; facilitate stakeholder training to mitigate risks

• Be SME consultant in process and control related matters with evaluation of control deficiencies, remediation efforts and implementation ofprojects/initiatives,including our Financial Reporting Governance & Oversight Policy

• Partner with regulators, Corporate Finance, Treasury and other stakeholders

• Be self-motivated change agent for continual improvement of the control environment

Required Qualifications:

• 4+ years of Finance, Accounting, Analytics, Reporting or Business and Technology Audit experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge/understandingof regulatory agencies and their authority: Federal Reserve and OCC

• Experience with COSO Framework; financial services or banking a plus

• Big 4/public accounting experience, audit or internal controls testing experience

• Active Certified Public Accountant (CPA) designation

• Proven success in prioritizing work and meeting deadlines in complex, matrixed environment

• Able to manage high level of responsibility with proactive initiative and accountability

• Tailored communication and experience creating/presenting material to strong-minded senior leaders

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.