Business Relationship Support Specialist jobs at Wells Fargo in United States, Wilmington

In this role, you will:

Required Qualifications:

• 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• 1+ year of experience managing a dedicated book of small business customers across assigned territory
• Knowledge and understanding of book of business
• Experience using strong business acumen to provide financial services consultation to small business customers
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Customer service focus with experience handling complex transactions across multiple systems
• Experience building and maintaining effective relationships with customers and internal partners
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer-coaching others
• Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners

Job Expectations:

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) websiteprovides 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.

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:

• Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement information delivery or presentations to key stakeholders and senior management
• Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large scale solutions
• Provide vision, direction, and expertise to senior leadership for implementing innovative and significant business solutions that are large scale and cross organizational
• Lead team meetings or steering committee to facilitate decision making and support implementation of recommendations and plans
• Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership
• Provide direction to a cross functional team using business expertise

Required Qualifications:

• 7+ 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:

• 7+ years of Project Management/ Execution experience in a complex regulatory environment
• Strong Change Management / Program Management expertise (PMP certification or eqv.)
• Training development background to drive closure of the skills gap as well as promoting a continuous learning culture
• Knowledge of various data/analytics tools including Tableau, Power BI, and other data visualization tools
• Proven self-motivated and comfortable operating in large transformational programs as part of collaborate teams
• 7+ years’ experience working within the Financial Services Industry
• Knowledge and understanding of regulatory compliance requirements surrounding the financial services industry

Job Expectations

• Ability to work a hybrid model
• This role is not open to relocation
• 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.

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

• Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
• Present recommendations for resolving inquiries and service requests regarding customers' accounts
• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
• Provide information to internal partners and external sources to further enhance the customer experience
• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Provide self-service digital banking options to customers
• 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 SAFE 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:

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)
• Customer service focus with experience handling transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Strong verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
• Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
• Ability to make client calls and actively participate in the sales development process
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer- coaching
• Experience assessing customer needs and recommending products/services to fulfill those needs
• Experience using business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• Bilingual speaking preferred Spanish/English

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Adherence to Wells Fargo sales practices risk management culture
• Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
• State Insurance license(s) are required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
• 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) web site(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

Wells Fargo Recruitment and Hiring Requirements:

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

• Lead marketing campaign operation and controls for Affiliate Marketing campaigns throughout the campaign lifecycle, including stakeholder communications, approval management and documentation, creative collaboration, and in-market tracking.
• Partner closely with Affiliate channel leads, media agency partners, and legal and compliance partners to ensure that approved, regulatory-complaint creative and targeting is deployed.
• Manage all Affiliate Marketing asset submissions and approvals via asset approval management tools
• Exercise independent judgement to guide channel operations.
• Help lead the development, evaluation, and execution of marketing campaign processes and procedures that identify, address, and mitigate risk.
• Become a Subject Matter Expert in the Affiliate Marketing channel operations and for compliance and control management through internal training and partnering with internal and external partners.
• Contribute to marketing, creative, and product management for credit cards and provide consultation in one or more areas critical to success such as marketing campaigns, new products, and product enhancements
• Review and analyze moderately complex information across projects or campaigns to present findings and recommend solutions to management while developing work plans and campaign requirements, and while establishing milestones and reporting.
• Collaborate and consult with product teams, technology, customer care, other organizational units, and vendors to recommend solutions to a wide range of difficult problems.

• 2+ years of Marketing, E-business, Digital Marketing, Digital Platform experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Experience with Project management (strong organizational, multi-tasking, and prioritizing skills to drive marketing executions through multiple stage gates to launch).
• Ability to exercise independent judgment to identify and resolve problems.
• Highly detail-oriented.
• Strong organizational, multi-tasking, and prioritization skills.
• Knowledge and understanding of financial services industry: compliance, risk management, or audit operations
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment
• Ability to think critically about situations and problems to execute or present options for solutions.
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important.
• Ability to influence and collaborate across organizational levels.
• Excellent communication skills and ability to articulate complex material to a diverse audience
• Ability to work effectively in virtual environment where key team members and partners are in various time zones and locations
• Experience with campaign management
• Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, Teams LiveMeeting, Zoom, and SharePoint) skills
• Preferred experience in a regulated industry such as Financial, Healthcare, or Insurance.
• Ability to lead without authority and influence others to improve channel effectiveness.

• 801 Walnut St, Des Moines, IA 50309
• 550 S Tryon St, Charlotte, NC 28202
• 300 Highway 169 S, Minneapolis, MN 55426
• 150 E 42nd, New York, NY 10017
• 2800 S Price Rd Chandler AZ 85286
• 250 John Carpenter Freeway, Irving TX 75062
• 2200 Concord Pike, DE 19803
• 10 S Wacker Dr Chicago, IL 60606

• New York – New York Pay Range: $76,300 - $135,700 USD annual (this range may not be applicable to other locations)
• Wilmington DE - Pay Range 69,900-124,300 USD annual (this range may not be applicable to other locations)
• Chicago IL -Pay Range 69,900-124,300 USD annual (this range may not be applicable to other locations)
• Des Moines- IA Pay Range $63,600-$113,000 USD annual (this range may not be applicable to other locations)
• Charlotte -NC Pay Range $63,600-$113,000 USD annual (this range may not be applicable to other locations)
• Minneapolis -MN Pay Range $63,600-$113,000 USD annual (this range may not be applicable to other locations)
• Chandler AZ - Pay Range - $63,600-$113,000 USD annual (this range may not be applicable to other locations)
• Irving TX - Pay Range $63,600-$113,000 USD annual (this range may not be applicable to other locations)

• This position is not eligible for Visa sponsorship.
• Hybrid work schedule
• Must reside within a commutable distance to posted work location and willingness to work on-site at stated location on the job opening
• No relocation assistance is available

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 complex initiatives with broad impact which are designed toaggregate, assess, monitor and report on enterprise internal fraud
• Assess, design andmaintain consistent enterprise and business procedures, desktop, control procedures and metric governance
• Monitor control effectiveness and business group/enterprise issues
• Provide RAU oversight and management of process inventory, control and RCSA accountabilities
• Monitor overall health and effectiveness of enterprise internal fraud programs
• Support the resolution of a portfolio of issues owned by Enterprise Internal Fraud, including reviewing processes, providing monthly issue deep dive, managing monthly all team meetings, managing access management, records management, SharePoint and shared drive administration
• Engage and influence business heads, regulators, control management, risk, legal, and audit partners to successfully ensure appropriate management of business risk
• Role will have material directinteraction/engagementwith independent risk management, and peer groups
• Make decisions in complex and multifaceted situations requiring solid understanding of Enterprise Internal Fraud’s framework; facilitate decision-making and issue resolution, and support implementation of developed solutions and plans; influence and lead key business partners to meet deliverables and drive new initiatives
• Strategically collaborate and consult with peers, colleagues, and mid to senior-level managers to identify current and emerging risks associated with business activities and operations, and provide guidance in interpreting, developing, and implementing risk-mitigating strategies
• May lead projects, initiatives, or serve as a peer mentor

Required Qualifications:

• 5+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of riskpolicy, program development, and external fraud experience

Desired Qualifications:

• Strong knowledge of financial services organizational structures, functional roles, and corresponding capabilities to assess inherent risks
• Experience with and understanding of employee misconduct risks (Insider Threat, Internal Fraud, Code of Conduct, Allegation Management, etc.) to enable strategic approaches and credible challenge
• Knowledge of applicable policies and programs including Fraud Risk Policy, Insider Threat Program and the Allegation Management Policy, including allegation lifecycle, sensitive matters, intake, internal investigations, root cause and customer impact
• Knowledge of risk assessment frameworks, change management frameworks, policy frameworks, issue management frameworks
• Clear and concise written and oral communication skills
• Strong relationship management skills
• Ability to effectively partner and influence stakeholders.
• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
• Ability to understand and operate successfully in a complex, heavily matrixed corporate environment
• Self-motivated and eager to take initiative
• Highly effectivedecision-making/criticalthinking skills with a collaborative style
• Experience with creating pivot tables and performing data analysis in Excel

Job Expectations:

• This position may be located at one the posted sites listed below and will work in a hybrid model. Other locations will not be considered.
• This position may travel quarterly

Locations:

• 2850 S Price Rd, Chandler AZ
• 801 Walnut St Des Moines, IA
• 401 S Tryon St, Charlotte, NC
• 7711 Plantation Rd, Roanoke, VA
• 2200 Concord Pike, Wilmington, DE

Wells Fargo Recruitment and Hiring Requirements:

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