Branch Complex Senior Manager jobs at Wells Fargo in United States, Philadelphia

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:

The Branch Complex Senior Manager role will lead branch(es) within a market of Wells Fargo Advisors. This role is responsible for building an environment that fosters significant and sustained organic and inorganic growth. Organic growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition; deepening the existing client relationships by taking advantage of the entire set of solutions; and by coaching to a process for Advisors and their teams to provide outstanding client service and care. The leader will focus on inorganic growth by building, maintaining, and hiring a robust cross channel pipeline of Financial Advisors.

The Branch Complex Senior Manager will build trust and relationships with the entire branch structure including Financial Advisors, Client Associates, Governance and Support professionals and the market leader, as well as building trust and relationships with the communities in which the branches are located. The Branch Complex Senior Manager has accountability and ownership of all activity in support of the team and the client and will direct day to day workflow, escalate both service and risk issues as they arise, ensure the entire branch is working together to care for clients. This role will be responsible for the P&L and expense management of the branches in their complex. The Branch Complex Senior Manager will partner with other managers in the market and with the market leader to ensure that the entire market is growing both organically and inorganically.

In this role, you will:

• Recruit experienced Financial Advisors and retain talent to drive growth
• Lead team to grow financial outcomes through increased net asset flows, lending balances and same store sales.
• Develop the culture to drive employee engagement and growth in a branch or a series of branches
• Responsible for overall management of branch(es) including management of staff; maintaining strong partnerships with all centers of excellence (COE) and support partners; managing risk/compliance; expense / P&L management; and exception management
• Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help Advisors and Client Associates serve the needs of the clients within the branch
• Responsible for collaboration with and influence of all levels of professionals, including senior managers, COE partners, home office departments, divisional leaders etc.
• Be a visible leader in the branches and communities they serve
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives
• Partner with the entire market leadership team to support the branches and the channels represented in the market
• This is a non-producing role
• 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:

• 6+ years of Financial Advisory 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
• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.Series 24 is required if Series 9 and 10 examinations are not held.

Desired Qualifications:

• Ability to recruit and retain high performing Financial Advisors
• Ability to balance multiple initiatives
• Ability to effectively manage a large and diverse team of direct reports
• Proven track record of coaching and driving growth.
• Experience identifying and managing risk while adhering to governance processes
• Ability to partner with key stakeholders to solve problems and client concerns

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
• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 9 and 10 examinations, or equivalent must be completed within 120 days. FINRA Series 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
• Designated insurance license requirements must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire
• 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 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.

2 Logan Square, Philadelphia, PA 19103

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 team of Operation Specialists responsible for moderately complex transactional and operational tasks such as processing servicing related tasks, identifying problems, improving service levels and develop metric to measure growth and performance
• Ensure timely completion, quality, and compliance within the operation area
• Work independently on moderately complex issues and projects
• Identify opportunities for process improvement and risk control development and escalates issues to senior management
• Provide training, performance, evaluation and coaching of less experienced team
• Make daily supervisory decisions and resolve moderately complex business issues related to team supervision, work allocation and daily operational tasks under direction of Operations management
• Leverage interpretation of policies, procedures, and compliance requirements
• Collaborate and influence all levels of professionals including senior managers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Operations
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 2+ years of Operations 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:

• Knowledge and understanding of Lockbox Operations department workflow processes
• Experience in the financial industry with Lockbox or other Banking Operations
• Experience leading an Operations Team in a production environment
• Experience with capacity planning, forecasting, and measurements
• Ability to anticipate and make timely and independent judgment to identify and resolve problems
• Time management skills and ability to meet deadlines in a fast-paced environment
• Ability to motivate and provide performance feedback to staff
• Ability to assess issues, make quick decisions, implement solutions, and influence change
• Experience directing activities of team members, performance management, career development, coaching, mentoring, and succession planning
• Experience successfully collaborating with others in a change driven environment
• Experience driving process improvement efforts to gain efficiencies.
• Ability to read correspondence accurately and be able to provide a written response
• Ability to provide strong customer service and develop customer and partner relationships
• Intermediate Microsoft Office skills
• Advanced verbal, written, and interpersonal communication skills

Job Expectations:

• Ability to work on-site at the posted work location
• Flexible and willing to work non-standard hours; including holidays, weekends & extended shifts if needed to support this 24/7 location
• Friday to Monday day shift typically starting at 7:30am with Tuesday / Wednesday /Thursday off

Location:

• 2005 Market Street, Philadelphia, PA

Wells Fargo Recruitment and Hiring Requirements:

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

Job Description

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:

• Administer a book of fiduciary relationships within a team-based environment, 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.
• 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.
• Actively train and mentor junior team members.
• Participate in marketing and development initiatives, in conjunction with team leaders.

Required Qualifications:

• 4+ 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:

• Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations
• Proven track record managing high net worth client relationships and portfolios
• Experience with complex trust structures
• 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:

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

100 N 18th St, Philadelphia PA, 19103

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

Posting Location(s):

• 10168 Bustleton Avenue, Philadelphia, PA 19116

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:

• Manages the sale of products or services within a specified district or territory. Selects and develops sources, leads and contacts. Works with marketing teams to generate targeted sales programs, including telemarketing, direct mail, referrals, existing clients and other methods. Participates in trade shows and sales events as required. Provides management with appropriate and timelyreporting/communications

• Lead in moderately complex initiatives and deliverables within Business Lending Development functional area and contribute to large-scale planning related to functional area deliverables

• Review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors within Business Lending Development functional area

• Resolve moderately complex issues and lead a team to meet project deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements within Business Lending Development functional area

• Collaborate and consult with Business Lending Development peers, colleagues, and middle level managers to resolve issues and achieve goals

• Lead Business Lending Development projects and teams, or serve as a mentor for less experienced individuals

Required Qualifications:

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

Desired Qualifications:

• Healthcare industry experience

• Ability to learn sales plans, product lines and services

• Intermediate Microsoft Office skills

• Excellent verbal, written, and interpersonal communication skills

• Ability to interact with all levels of an organization

• A BS/BA degree or higher in business or management

• Business development experience

• Commercial lending experience

• Experience developing partnerships and collaborating with other business and functional areas

• Knowledge and understanding of business banking: sales or credit

• Knowledge and understanding of underwriting or evaluating commercial credit

• Strong prospecting, sales, negotiation, and influence skills

• Established network in the local market

Job Expectations:

• Ability to travel up to 50% of the time within assigned territory of the NE Market consisting of PA, IN, OH, MI

• Position will be responsible for visiting customers and prospects within an assigned market/geography

• Residency in territory of Philadelphia, PA

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:

• 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

Posting Location(s):

• 101 E Olney Avenue, Philadelphia, PA 19120

Wells Fargo Recruitment and Hiring Requirements:

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