Associate Relationship Manager jobs at Wells Fargo in United States, Saint Louis

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
• 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 () 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:

• 2350 34th St N SAINT PETERSBURG, FL 33713

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 support to internal and external customers in account management, operations, documentation, and technical support
• Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact
• Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements
• Act as a primary support person for the customer and internal partners supporting customer services
• Provide information to managers as well as internal and external customers to resolve customer issues

Required Qualifications:

• 6+ months 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

Desired Qualifications:

• Call center customer service experience in the financial services industry
• Banking or financial operations experience
• Knowledge and understanding of brokerage industry/operations
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to identify and assess issues then make sound decisions
• Highly refined and professional verbal and written communications
• Ability to navigate multiple computer screens while working on the phone
• Strong analytical skills with high attention to detail and accuracy

Job Expectations:

• Training will be combination of OJT and Class
• Working hours will be M-F between the hours of 7am-6pm
• Hybrid 3/2

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:

Wealth & Investment Management Operations.

In this role, you will:

• Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
• Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact
• Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
• Resolve low complexity escalated issues within the scope of responsibility in Security Operations
• Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

Required Qualifications:

• 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in Credit Margin
• Operations experience with client accounts
• BETA experience
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• proficiency in presenting to senior management
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
• Solid problem solving skills
• Ability to assess current process/procedures and make recommendations for efficiency
• Ability to read, analyze, and interpret documents/reports
• Effective organization, multitasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• Intermediate to advanced Microsoft Office skills
• Intermediate to advance in Excel

Job Expectations:

• Hybrid Schedule
• Ability to work additional hours as needed

Posting Location:

• 2801 Market Street, Saint Louis, Missouri

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 and manage the successful transition of internal and external advisors and teams into the Financial Network (FiNet) channel
• Manage client relationships and participate in initiatives regarding servicing, support and growth
• Identify opportunities for process improvements
• Maintain and analyze business, operational, or technical assignments that involve research, evaluation, and service
• Exercise independent judgment to ensure the highest level of client satisfaction
• Build and maintain excellent relationships and meet regularly with senior leaders to communicate trends and workable solutions
• Provide recommendations to determine operational needs and exercise independent judgment to manage relationships
• Communicate trends and recommend solutions
• Manage, support and resolve issues to ensure retention, growth and satisfaction
• Manage projects, troubleshoots issues and follow up on operational, technical or client transition issues
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

• Ability to deliver a positive and engaging candidate experience for internal and external candidates throughout the onboarding process
• Knowledge and understanding of multi-channel platform
• Knowledge and understanding of the independent advisor space
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Strong analytical skills with high attention to detail and accuracy
• Ability to work in a fast paced deadline driven environment
• Ability to identify and evaluate trends, isolate root cause, and provide swift/thorough resolution
• Strong organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills

Job Expectations:

• 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 compliance 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.
• 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.

Location:

• 2801 Market St. - St. Louis, Missouri
• 550 S Tryon - Charlotte, North Carolina

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 low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
• Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact
• Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
• Resolve low complexity escalated issues within the scope of responsibility in Security Operations
• Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

Required Qualifications:

• 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Maintain clear understanding of Alternative Investment Products and process solutions available to the front office
• 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 ability to communicate complete products
• 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
• Continued process improvement and product knowledge
• Adherence to Wells Fargo risk management culture

Job Expectations:

• Ability to work additional hours as needed
• Willingness to work on-site at stated location(s) on the job opening
• This position is not eligible for Visa sponsorship

Posting Locations:

• 2801 Market Street, Saint Louis, Missouri 63103
• 1525 W WT Harris Boulevard, Charlotte, North Carolina 28262

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:

• Strategize marketing based on assessment of results-based environment and new opportunities for Retirement product implementation and enhancements
• Review and analyze development of new retirement products and product lines
• Provide support for product life cycle management
• Review Retirement Products, trends, regulatory impact, and risk management
• Perform Control and business activities to manage risks aligned to retirement products
• Present recommendations to resolve more complex situations and exercise independent judgment
• Develop, implement and maintain products, services and marketing programs
• Adhere to compliance and privacy regulations and policies
• Collaborate and consult with project teams, internal partners and stakeholders, including vendors and third parties

Required Qualifications:

• 2+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• FINRA Securities Licenses 7 and 66 or equivalent
• Retirement Plan industry specific designation
• 2+ years of Retirement Plan Experience
• Working technical knowledge and understanding of the retirement plan rules and regulations
• Advanced Microsoft Excel skills
• Ability to work independently, and in a team environment
• Expertise in collaborating and consulting with project teams and internal partners.
• Excellent verbal, written, and interpersonal communication skills
• Good attention to detail and accuracy skills

Job Expectations:

• This position is not eligible for Visa sponsorship

Posting Locations:

• 2801 Market St, F & L Bldg. St Louis MO
• 550 S Tryon, Charlotte NC

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 the Corporate Security functional area to safeguard company's premises, assets, employees, visitors, guard entrances, and exits to prevent theft, vandalism, intrusion, or natural hazards; control vehicular and pedestrian access to the facility in compliance with established procedures
• Perform routine customer support, operational and security tasks, patrol, and police premises to protect property and personnel
• Complete required daily logs and reports
• Respond to and resolve alarm system maintenance needs and security situations that arise in the workplace
• Interact with other security guards, internal and external customers, Security Response Center analysts, and vendors in support of basic security responsibilities; and work closely with internal groups to ensure escalation guidelines are followed according to written procedures; and escalate questions not directly addressed by written procedures to the escalation person or groups set forth in the procedures
• Provide quality customer service while enforcing written procedures
• Regularly receive direction from Corporate Security agents and supervisor
• Initiate work orders, facilitate equipment repairs with vendors, and document the resolution process

Required Qualifications:

• 6+ months of Corporate Security, surveillance and alarm experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
• Valid Security Officer license
• 21+ years of age

Desired Qualifications:

• Armed license for a 9 mm firearm
• Experience with Access Control Systems and CCTV Monitor
• Possess a CPR / First Aid Certification
• Basic Microsoft Office skills
• Customer service experience

Job Expectations:

• Ability to work in a Wells Fargo office location as assigned by Wells Fargo
• Must be able to occasionally lift up to 50 pounds
• Must be able to ascend and descend stairs
• Ability to stand for up to 4 hours
• Must have eyesight corrected to 20/20 and no uncorrectable hearing impairment
• Must successfully complete all mandatory firearms training; although actual requirement to carry firearms may vary by jurisdiction
• Must be able to obtain and maintain CPR/First Aid certification

Schedule:Mandatory 6mo rotation second week of August and February. Currently 10:00am- 6:30pm. Next rotation 2:00pm-10:00pm. Third rotation 6:00am - 2:30pm

$20.70hr FULL BENEFITS

Wells Fargo Recruitment and Hiring Requirements:

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