We’re seeking a Contract Professional l to join our contracts team where you will have the opportunity to impact the contracting process from beginning to end for multiple energy and power clients and projects. You’ll work closely with our sales, operations, legal, procurement and key stakeholder teams to prepare, review and revise contractual documents with a variety of end clients. We’ll rely on you to follow our governance requirements, work processes, and guidelines when reviewing or preparing contract documents. We’ll lean on you to present and explain contract terms to our sales and project teams. You’ll apply your contract skills to review client terms and conditions and participate in contract negotiations with our legal department. You’ll use your organizational and time management skills to prioritize your work and manage your time efficiently. We’ll rely on you to collaborate with others to ensure consistency and continuity in our contracts. Your keen ability to communicate effectively and tackle challenges will allow you to thrive in our fast-paced environment.
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United States
California
Concord
23 jobs found
15.09.2025
WF
Wells Fargo Senior Branch Premier Banker - Clayton Valley United States, California, Concord
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Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This...
Description:17 Sep 2025
About this role:
The following job profile is intended to provide a general sense of what Senior Branch Premier 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 clients serviced, banking services and options of various clients, and client 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 Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
- Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
- Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
- Escalate banking related issues or business risks that require an in-depth evaluation
- Advise customers on various aspects of recommended and available financial options and services
- Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
- Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
- Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
- Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
- Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
- Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
- Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
- 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:
- 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years of experience building and maintaining effective relationships with customers and partners
- 3+ years of experience recommending products and services
Desired Qualifications:
- Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
- Experience recommending financial services products and services
- Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
- State Insurance license(s)
- 3+ years of experience in a licensed financial services position
- Customer service focus with experience handling complex transactions across multiple systems
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Excellent 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
- Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
- Ability to follow policies, procedures, and regulations
- Ability to educate and connect customers to technology and share the value of self-service digital banking options
- Experience using strong business acumen to provide financial services consultation to small business customers
- Knowledge and understanding of financial services consumer lending products
- 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
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) will also be required to be completed within a specified period: 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) 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
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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26.08.2025
WF
Wells Fargo CA-WA Mortgage Retail Sales Consultant SAFE United States, California, Concord
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Participate in soliciting residential mortgages from various sources. Produce high quality loans which are compliant and provide excellent customer service. Build relationships with realtors, builders, financial professionals, bank stores, past...
Description:25 Sep 2025
Job Description
In this role you will:
- Participate in soliciting residential mortgages from various sources
- Produce high quality loans which are compliant and provide excellent customer service
- Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
- Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
- Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
- Understand real estate appraisals, title reports, and real estate transactions
- Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
- Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
- Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
- Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
- 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 Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Desired Qualifications:
- Basic Microsoft Office skills
- Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
- Excellent verbal, written, and interpersonal communication skills
- Mortgage industry experience
- Knowledge and understanding of sales prospecting and generating referrals
- Experience developing and cultivating professional relationships
- Customer service experience
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(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
- 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
- Ability to lift 20+ pounds
- Reliable transportation
- Ability to work nights, weekends, and/or holidays as needed or scheduled
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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25.08.2025
WF
Wells Fargo Marketing Technology Senior Manager United States, California, Concord
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Manage, coach, and develop a team or teams of experienced engineers and engineering managers in roles with moderate complexity and risk, responsible for building high quality capabilities with modern technology....
Description:4 Sep 2025
In this role, you will:
Manage, coach, and develop a team or teams of experienced engineers and engineering managers in roles with moderate complexity and risk, responsible for building high quality capabilities with modern technology
Ensure adherence to the Banking Platform Architecture, and meeting non-functional requirements with each release
Partner with, engage and influence architects and experienced engineers to incorporate Wells Fargo Technology technical strategies, while understanding next generation domain architecture and enable application migration paths to target architecture; for example cloud readiness, application modernization, data strategy
Function as the technical representative for the product during cross-team collaborative efforts and planning
Identify and recommend opportunities for driving escalated resolution of technology roadblocks including code, build and deployment while also managing overall software development cycle and security standards
Determine appropriate strategy and actions to act as an escalation partner for scrum masters and the teams to meet moderate to high risk deliverables and help remove impediments, obstacles, and friction while encouraging constant learning, experimentation, and continual improvement
Build engineering skills side-by-side in the codebase, conduct peer reviews to evaluate quality and solution alignment to technical direction, and guide design, as needed
Interpret, develop and ensure security, stability, and scalability within functions of technology with moderate complexity, as well as identify, manage and mitigate technology and enterprise risk
Collaborate with, partner with and influence Product Managers/Product Owners to drive user satisfaction, influence technology requirements and priorities in the product roadmap, promote innovative and intelligent solutions, generate corporate value and articulate technical strategy while being a solid advocate of agile and DevOps practices
Interact directly with third party vendors and technology service providers
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in technology engineering
Hire, build and guide a culture of talent development to have the skills required to effectively design and deliver innovative solutions for product areas and products to meet business objectives and strategy, as well as conduct performance management for engineers and managers
Technical product leader for agile product within the Marketing product portfolio.
Team management and leadership of a large team with global resources.
Strategy creation and management for Marketing Technology capabilities across customer decisioning.
Required Qualifications:
6+ years of Software Engineering 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
2+ years experience working with Pega Decision Hub
3+ years experience negotiating with leading vendors
Desired Qualifications:
Familiarity with Adobe Experience Platform
3+ years managing SaaS based applications
1+ year digital integration strategy
Job Expectations:
This position is not eligible for Visa sponsorship
Ability to work on-site at approved location
Relocation assistance is not available for this position
Pay range:
144,400.00 - 300,000.00 USD Annual
Benefits:
Posting End Date:
05 Sep 2025
Job posting may come down early due to volume of applicants.
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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20.08.2025
WF
Wells Fargo Lead Machine Learning Engineer United States, California, Concord
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Lead complex technology initiatives including those that are companywide with broad impact. Act as a key participant in developing standards and companywide best practices for engineering complex and large scale...
Description:1 Sep 2025
In this role, you will:
- Lead complex technology initiatives including those that are companywide with broad impact
- Act as a key participant in developing standards and companywide best practices for engineering complex and large scale technology solutions for technology engineering disciplines
- Design, code, test, debug, and document for projects and programs
- Review and analyze complex, large-scale technology solutions for tactical and strategic business objectives, enterprise technological environment, and technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented technical factors
- Make decisions in developing standard and companywide best practices for engineering and technology solutions requiring understanding of industry best practices and new technologies, influencing and leading technology team to meet deliverables and drive new initiatives
- Collaborate and consult with key technical experts, senior technology team, and external industry groups to resolve complex technical issues and achieve goals
- Lead projects, teams, or serve as a peer mentor
- Architect and deploy AI platforms on-premises and in GCP, ensuring scalability, reliability, and performance.
- Provision and design optimized GCP cloud infrastructure using tools such as Terraform to support AI workloads, including compute, storage, and networking resources.
- Work with data scientists, MLOPs engineers, and other stakeholders to understand requirements and deliver robust and scalable AI solutions.
- Ensure that AI platforms adhere to security best practices and compliance requirements.
- Monitor and optimize the performance of AI platforms, identifying and resolving bottlenecks.
- Create and maintain comprehensive documentation for AI platform architecture and runbook content on net new technology for Platform Support team
Required Qualifications:
- 5+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5+ years of experience in platform engineering, with a focus on AI/ML technologies.
- 3+ years experience with AI/ML frameworks and tools (e.g., Spark, PyTorch, Kubernetes, Docker).
Desired Qualifications:
- Proficiency in cloud platforms, particularly GCP.
- Knowledge of on-premises Kubernetes platforms (preferably RH OpenShift)
- Expertise in scripting and automation (e.g., Python, Bash, Terraform).
- Familiarity with CI/CD pipelines and DevOps practices.
- Excellent problem-solving and analytical skills.
- Strong communication and collaboration abilities.
- Ability to work independently and as part of a team.
- GCP Professional Cloud Architect or similar certifications.
Job Expectations:
- Position will require onsite presence at one of the required locations listed below in a hybrid work schedule
- This position in not eligible for Visa sponsorship
- Relocation assistance is not available for this position
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Show more
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19.08.2025
WF
Wells Fargo Senior Systems Operations Engineer United States, California, Concord
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Contribute in increasing system efficiencies and lowering the human intervention time on related tasks. Review and analyze moderately complex operational support systems, application software, and system management tools to ensure...
Description:29 Aug 2025
In this role, you will:
- Contribute in increasing system efficiencies and lowering the human intervention time on related tasks
- Review and analyze moderately complex operational support systems, application software, and system management tools to ensure the highest levels of systems and infrastructure availability
- Work with vendors and other technical personnel for problem resolution
- Lead team to meet technical deliverables while leveraging solid understanding of technical process controls or standards
- Determine the impact of changes made to existing hardware, software, and schedules
- Audit complex critical systems delivery for business processes
- Reduce the impact of application and infrastructure failures on business delivery
- Present recommendations for resolving more complex situations
- Exercise some independent judgment to analyze performance trends and recommend process improvements while developing understanding of technical process controls or standards
- Work as an internal consultant regarding use of tools and processes
Required Qualifications:
- 4+ years of Systems Engineering, Technology Architecture experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- 4+ years of Exchange (2016/2019)/Exchange Online/Outlook administrative experience
- 2+years of Intune/Mobility administrative support (iOS/Android/MDM, Intune).
- 4+ years of Microsoft Teams support.
- Windows/Citrix Xen Server Administration.
- Endpoint advanced Support Administration.
Required Qualifications for Europe, Middle East & Africa only:
- Experience in Systems Engineering, and Technology Architecture, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Knowledge of IntuneAdministration/Support(MDP, Intune, BES support, Android/iOS Support, MFA)
- Knowledge of Microsoft Teams (desktop/mobile support, troubleshooting with Microsoft complex related Teams related issues, to administration of polices)
- ExchangeAdministration/Support
- Azure Support
- Active Directory Users and Computers
- ZIXadministration/support
- M365 Application Support
- Knowledge of using ServiceNow as the Ticket Tracking System.
- Knowledge Base articlescomposition/maintenanceof documents
- PowerShell scripting
- SharePoint Administration support
- OneDrive Administration support
- Remote Assistance
- AZ900 or MS900 Certified.
- Automation experience and or knowledge of AI.
Job Expectations:
- This position is not eligible for Visa sponsorship
- Telecommuting is not an option for this position
- This position offers a hybrid work schedule (3 days in the office)
- Relocation assistance is not available for this position
- Ability to work 40hrs with occasional overtime work
- Ability to travel 10% of the time
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Show more
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07.07.2025
BOA
Bank Of America Financial Center Assistant Manager - Concord area United States, California, Concord
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Manages client traffic, engaging and appropriately routing clients, and fosters client retention. Manages business results through formalized management routines and coaching. Creates a world class client experience environment. Manages market-level...
Description:
This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.
Responsibilities:
- Manages client traffic, engaging and appropriately routing clients, and fosters client retention
- Manages business results through formalized management routines and coaching
- Creates a world class client experience environment
- Manages market-level initiatives prescribed by market leaders
- Drives operational excellence by engaging employees on business strategy
- Manages organizational priorities and effective execution
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
- Can interpret performance results, find opportunities to drive success and hold others accountable to results
- Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions
- Experience in mortgage, retail and/or hospitality
- Experience working in an environment with individual and team goals where goals were routinely met or exceeded
- Spanish bilingual preferred
Skills:
- Coaching
- Customer Service Management
- Customer and Client Focus
- Performance Management
- Talent Development
- Business Operations Management
- Recruiting
- Result Orientation
- Risk Management
- Sales Performance Management
- Inclusive Leadership
- Leadership Development
- Prioritization
- Problem Solving
- Referral Management
Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator
1st shift (United States of America)Show more
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28.06.2025
J
Jacobs Contract Manager - Construction United States, California, Concord
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Your impactWe’re seeking a Contract Professional l to join our contracts team where you will have the opportunity to impact the contracting process from beginning to end for multiple energy...
Description:
Your impact
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Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This...
Description:17 Sep 2025
About this role:
The following job profile is intended to provide a general sense of what Senior Branch Premier 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 clients serviced, banking services and options of various clients, and client 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 Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
- Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
- Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
- Escalate banking related issues or business risks that require an in-depth evaluation
- Advise customers on various aspects of recommended and available financial options and services
- Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
- Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
- Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
- Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
- Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
- Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
- Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
- 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:
- 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years of experience building and maintaining effective relationships with customers and partners
- 3+ years of experience recommending products and services
Desired Qualifications:
- Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
- Experience recommending financial services products and services
- Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
- State Insurance license(s)
- 3+ years of experience in a licensed financial services position
- Customer service focus with experience handling complex transactions across multiple systems
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Excellent 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
- Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
- Ability to follow policies, procedures, and regulations
- Ability to educate and connect customers to technology and share the value of self-service digital banking options
- Experience using strong business acumen to provide financial services consultation to small business customers
- Knowledge and understanding of financial services consumer lending products
- 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
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) will also be required to be completed within a specified period: 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) 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
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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