Business Specialist jobs in United States, Arizona, Scottsdale

Job Description:

Job Duties: Develop a product roadmap for 3-5 Product Portfolios and work with cross-functional teams (Accounting, Accounting Policy Group, Program managers, product, development/FADS, analytics, and UX) to execute the roadmap. Design and direct mitigation strategies impacting product launch timelines. Utilize experience with product management, product road map creation, requirement gathering, defining product vision, execution of road map, execution of product strategy, and carrying out product launches. Establish an effective communication plan between team leads to maintain alignment with the project roadmap and timeline of deliverables. Assign individual and team daily work schedules, reviewing and modifying as needed to ensure compliance with technology budget and personnel requirements. Guide a highly collaborative, cross-functional team to ensure the accurate and efficient collection and analysis of accounting and product requirements. Serve as a liaison between GCP, External banks, Treasury, ARP, Accounting, Disputes, Accounting policy, Risk, Operational reporting, regulatory reporting, AFI BA, Recon, ECC, and Corrections team to gather requirements and assess impact. Manage discussions within BRDs (Business Requirement Documents) that document Product Descriptions, Reconciliation approaches, bank accounts, and GL (if needed). Communicate BRD results with all the impacted teams and ensure that teams are equipped with all inputs to design the right products. Direct data testing sequences when planning a product BRD to align with upstream partner teams. Execute user acceptance tests on accounting-based software. Apply accounting experience with T-accounts, cash settlement, and SAP FPSL (Financial Product Sub-ledger)/SAP ECC/SAP MMT Fiori. Partial telecommuting permitted from within a commutable distance.

Minimum Requirements: Master’s degree, or foreign equivalent, in Computer Science, Engineering, Information Systems, or a closely related field plus three years of experience in the job offered or a related occupation.

Special Skill Requirements:

1. 3 years of experience with JIRA to understand the software development life cycle of a product and to define requirement for BRD.

2. 3 years of experience writing and executing SQL queries for data extraction, analysis and derive results based on that analysis.

3. 3 years of experience in business analysis, competitor analysis, and requirement encapsulation.

4. 2 Years of experience working in Payments processing for software product build.

5. 2 Years of experience working in Agile Methodology to design and build Software products in iterative approach.

6. 2 years of experience with process designing tools like Figma or MS Visio to capture the process flow and business cases for software product build.

7. 2 years of experience in creating the page template on confluence so that documents can have a combination of free text field, table structure, and be able to capture multiple options.

8. 2 years of experience working with cross functional teams to conduct user acceptance test and facilitate sign off.

Preferred Qualification:

Must be legally authorized to work in the U.S. without sponsorship.

Our Benefits:

Any general requests for consideration of your skills, please

In this role, you will:

• Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
• Service business customers with their business needs in a branch environment
• Carry out business banking focused functions over the phone
• Present recommendations for resolving more complex situations
• Provide information to colleagues, internal partners, and stakeholders, including customers
• Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
• Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
• Participate in community organizations and build relationships with centers of influence
• Create relationships with branch employees by making introductions to appropriate partners to help meet customers’ broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
• Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
• Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
• 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:

• 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) 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.

Locations:

• 23405 N Scottsdale Road, SCOTTSDALE, AZ

Wells Fargo Recruitment and Hiring Requirements:

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

Wells Fargo Recruitment and Hiring Requirements:

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

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

:

• Has proven success in consultative sales in financial services or in business-to-business sales

• Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

• Is passionate about outside sales and enjoys spending time prospecting

• Wants to enhance existing relationships and exceed sales goals

• Can analyze financial conditions of clients and industry trends

• Can understand and interpret financial statements and cash flow analysis

• Has excellent communication skills and demonstrated leadership ability

• Enjoys partnering and negotiating with a team of bank employees to solve client issues

• Demonstrated management of a client portfolio with focus on relationship development and deepening

• Thorough knowledge of small business financial products and services

• Familiarity with CRM platforms and other banking systems

Desired Qualifications:

• Community leadership

• Strong computer skills with an ability to multitask in a demanding environment

• Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills:

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Pipeline Management

• Credit Documentation Requirements

• Financial Analysis

• Oral Communications

• Prioritization

• Written Communications

• Coaching

• Interpret Relevant Laws, Rules, and Regulations

• Prospecting

• Risk Management

The Residential Real Estate Specialist (RRES) is the primary source of expertise for UHNW clients to deliver solutions for their complex and unique needs in financing residential real estate. Working in concert with the client team to ensure a holistic approach, the RRES facilitates structure and pricing of the product(s) that best fits the clients overall financial objectives. In addition, he/she works with the client and client team to obtain all financial documentation necessary. The RRES works closely with his/her partners within the product to ensure a smooth process, while communicating effectively and consistently with the client and client team throughout the process. The RRES serves as the product champion, communicating product, policy and program enhancements to client managers/advisors. He/she must demonstrate strong credit/underwriting skills with a deep level of mortgage product knowledge, and an ability to work within GWIM custom mortgage guidelines. The RRES has a minimum of 10 years experience in sales/underwriting within the residential real estate wealth management business. He/she is the market expert in his/her geographic market, understanding market values and trends, as well as how to sell against the competition. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Desired Skills:

• 10+ years’ experience with High net worth/Ultra high worth segment
• Bachelor'sdegree Preferred
• Excellent written and verbal communication skills
• Strategic, critical thinker
• Experience with resource planning
• Process improvement expertise
• Self-starter who can handle multiple projects and adjust to a changing environment
• Proven ability to work in a fast-paced environment, under pressure with confidentiality
• Highly organized and detail oriented
• Strong relationship management skills; proactively building and maintaining relationships across a variety of constituents
• Resourceful with proven ability to assume a leadership role in resolving issues and driving solutions with minimal direction – operates well in the gray

Skills:

• Client Experience Branding
• Customer and Client Focus
• Loan Structuring
• Client Management
• Consulting
• Credit and Risk Assessment
• Financial Analysis
• Issue Management
• Attention to Detail
• Collaboration
• Executive Presence
• Presentation Skills
• Prioritization

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

Job Description:

A successful candidate will be passionate about translating technical information into meaningful and actionable content. By building partnerships throughout the organization, you will gain valuable insights to build communications that are easy to read and motivational. Your attention to detail ensures that deliverables meet the high standards which delight our stakeholders with key insights that are visually appealing and easy to understand.

Your Day-to-Day:

• Partner Collaboration:
  • Conduct interviews, workshops, and surveys to gather detailed business information for key performance indicators, objectives and key results, and other metrics as needed
  • Ensure accuracy and clarity in the information gathered in partnership with key points of contact
  • Consolidate the information using collaboration tools such as PowerPoint, Excel, One Drive, Teams, and Slack to manage the organization of the intake of information
  • Identify trends, patterns, and insights that should be highlighted as key insights

• Communications Development:
  • Work closely with stakeholders to understand their technical information and translate into accessible communications messages
  • Revise and edit communications to tailor messages to suit different audiences, ensuring comprehension and engagement
  • Ensure consistent language and design throughout the messaging for the most effective user experience

• Deliver Communications:
  • Understand the best method to deliver finished communications such as email, live, recorded, SharePoint or other
  • Act as a liaison between technical teams and non-technical stakeholders to ensure clear and effective communication
  • Present findings and recommendations to audiences at all levels, including senior leadership, in a clear and concise manner
• Process Development:
  • Document detailed processes and evaluate opportunities for improvement
  • Develop user guides, training materials, and conduct training sessions as needed
  • Implement process improvements and best practices that deliver higher quality communications in less time

What You Need to Bring:

• Experience developing, presenting and managing communications
• Advanced Skills in PowerPoint: aligning visuals to brand standards, using and updating themes, designing engaging and visually appealing presentations, etc…
• A successful candidate should have 3+ years of experience in business operations, project management, business information analysis, or a related field
• Familiarity with data analysis tools such as Excel
• Proficiency in collaborating in data files with PowerPoint, Excel, One Drive, Outlook, Teams, and Slack
• High level of comfort presenting insights in calls, in live meetings, in reports, and in emails to technical and non-technical partners
• Team oriented individual and self-starter who excels at dealing with ambiguity and learning new business processes
• Experience with creating SharePoint pages and MS Forms is preferred
• Bachelor’s degree in communications, business, technology, or equivalent field

Our Benefits:

Any general requests for consideration of your skills, please

Job Description:

A successful candidate will be passionate about translating technical information into meaningful and actionable content. By building partnerships throughout the organization, you will gain the valuable insights to build communications that are easy to read and motivational. Your attention to detail ensures that deliverables meet the high standards which delight our stakeholders with key insights that are visually appealing and easy to understand.

Your Day-to-Day:

• Partner Collaboration:
  • Conduct interviews, workshops, and surveys to gather detailed business information for key performance indicators, objectives and key results, and other metrics as needed
  • Ensure accuracy and clarity in the information gathered in partnership with key points of contact
  • Consolidate the information using collaboration tools such as PowerPoint, Excel, One Drive, Teams, and Slack to manage the organization of the intake of information
  • Identify trends, patterns, and variances that should be highlighted as key insights

• Communications Development:
  • Work closely with stakeholders to understand their technical information and translate into accessible communications messages
  • Revise and edit communications to tailor messages to suit different audiences, ensuring comprehension and engagement
  • Ensure consistent language and design throughout the messaging for the most effective user experience

• Deliver Communications:
  • Understand the best method to deliver the finished communication such as email, live meetings, recorded, SharePoint or other
  • Act as a liaison between technical teams and non-technical stakeholders to ensure clear and effective communication
  • Present findings and recommendations to audiences at all levels, including senior leadership, in a clear and concise manner

• Process Development:
  • Document detailed processes and evaluate opportunities for improvement
  • Develop user guides, training materials, and conduct training sessions as needed
  • Implement process improvements and best practices that delivery higher quality communications in less time

What You Need to Bring:

• Experience developing, presenting and managing communications
• Advanced Skills in PowerPoint: aligning visuals to brand standards, using and updating themes, designing engaging and visually appealing presentations
• A successful candidate should have 1+ years of experience in business operations, project management, business information analysis, or a related field
• Familiarity with using dashboards and data analysis tools such as Excel
• Proficiency in collaborating in data files with PowerPoint, Excel, One Drive, Outlook, Teams, and Slack
• Experience with creating SharePoint pages, using MS Forms, and MS Power Automate is preferred
• High level of comfort presenting insights in calls, in live meetings, in reports, and in emails to technical and non-technical partners
• Team oriented individual and self-starter who excels at dealing with ambiguity and learning new business processes
• Bachelor’s degree in communications, business, technology, or equivalent field

Our Benefits:

Any general requests for consideration of your skills, please