Jobs in United States, California, Salinas

Description

As a Business Resiliency Quality Associate within CCB you will be instrumental in upholding the high standards. In this role, you will work within the Quality and Controls Team to conduct internal process reviews of Business Resiliency Plans and Essential Service Summaries, identifying opportunities for process optimization and collaborating on projects to achieve desired business outcomes. You must be dedicated to analyzing and reporting all issues and findings, providing management with comprehensive information to understand and monitor key operational risks and regulatory concerns. Additionally, you will collaborate with critical stakeholders, including Resiliency Planning, Essential Services, Incident Management, and APAC partners.

Your expertise in Quality Controls will be vital for conducting comprehensive reviews, ensuring compliance with operating procedures, and identifying opportunities for enhancement. Utilizing your automation, you will analyze quality outcomes, identify root causes, and propose innovative solutions. Your strategic thinking will also be essential in understanding the broader implications of quality issues and driving transformative change within the department.

Job Responsibilities:

• Master Resiliency & Delivery Management (RDM) policies, procedures, and systems to ensure quality activities are effectively carried out
• Investigate emerging issues, conduct root cause analysis, and collaborate with RDM stakeholders to resolve them
• Efficiently synthesize large volumes of information into clear messages for RDM leaders and stakeholders
• Utilize automation tools to inspect and evaluate business opportunities, maintaining high-quality standards and identifying improvement areas within the Business Resiliency Lifecycle
• Collaborate with cross-functional teams to implement automated processes that enhance business assessment accuracy and efficiency
• Lead department-focused projects that align with business objectives and organizational goals
• Achieve results within strict time constraints in a dynamic environment

Required Qualifications, Capabilities and Skills:

• Proficient in leveraging automation tools to identify and evaluate business opportunities
• Proven track record in process improvement, with effective coordination and communication skills
• Expertise in improving and optimizing quality automation processes, enhancing testing efficiency and coverage
• Advanced user knowledge of Excel, SharePoint, Tableau, TEAMs, LLM, and relevant data systems to enhance business processes
• Strong analytical skills for assessing business opportunities and providing data-driven insights
• Demonstrated leadership skills to guide cross-functional teams towards project goals
• Excellent time management and planning abilities for timely deliverable completion
• Ability to work independently and collaboratively, meeting tight deadlines
• Strong relationship-building skills with key stakeholders to ensure successful project outcomes

Preferred Qualifications, Capabilities and Skills:

• 3+ years of experience in Quality Control and Quality Automation
• 3+ years of experience in Business Continuity, Financial Services, or a related industry
• Bachelor's degree
  

In this role you will:

• Lead and supervise risk and the operations of teller functions to deliver exceptional customer service and colleague experience, and ensure timely completion, quality, and compliance in teller functions
• Provide feedback and present ideas for improving customer service and colleague experience, and related performance management process and tools
• Perform operational and customer support tasks
• Provide excellent customer service, engage customers in conversations, and build relationships with them
• Manage the schedule and the daily operations of the teller line
• Make decisions and resolve issues related to daily operations of the teller line, under direction of regional banking management
• Leverage interpretation of applicable regulations, policy and procedure requirements, and audit and escalation procedures
• Support customers and employees in resolving or escalating concerns or complaints
• Collaborate and consult with branch employees, colleagues, and mid-level managers
• Interact directly with customers
• Coach, motivate, and develop a diverse team of direct reports to achieve full potential and meet established business objectives
• Manage allocation of people and financial resources for branch operations
• Mentor and guide talent development of direct reports and assist in hiring talent
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of experience assessing and meeting the needs of customers or helping with issue resolution, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• Leadership skills including the ability to build, develop, and motivate a diverse work team
• Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
• Customer service, operations, or financial services management experience within a high volume, fast-paced and constantly changing environment
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• Knowledge and understanding of laws and regulations pertaining to the banking industry
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to work effectively under pressure, meet deadlines, exercise independent judgment, and use critical thinking skills
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Cash handling experience

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• 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 Recruitment and Hiring Requirements:

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

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

FEDERAL DEPOSIT INSURANCE ACT:

In this role you will:

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially

• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives

• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience

• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience

• Mentor and guide talent development of direct reports and assist in hiring talent

• 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:

• 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 2+ years of leadership experience

Desired Qualifications:

• Management experience including hiring, coaching, and developing direct reports

• Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success

• Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives

• Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment

• Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business

• Experience building and maintaining effective relationships with customers, internal partners and within the community

• Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers

• Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking

• Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention

• Ability to interact with integrity and professionalism with customers and employees

• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location

• 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

Positions may not be available at all locations listed.

• Fremont & Canyon Del Rey - 815 Canyon Del Rey Blvd, Del Rey Oaks, CA 93940
• Marina Valley - 3160 Vista Del Camino Rd, Marina, CA 93933
• Monterey - 399 Alvarado St, Monterey, CA 93940
• North Salinas - 1546 N Main St, Salinas, CA 93906
• Northridge Shopping Ctr - 820 Northridge, Salinas, CA 93906
• Prunedale - 17543 Vierra Canyon Road, Prunedale, CA 93907
• Salinas Main - 456 S Main St, Salinas, CA 93901
• Stone Creek Village - 447 Canyon Del Rey Blvd., Del Rey Oaks, CA 93940
• Valley Center - 1037 S Main Street, Salinas, CA 93901

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

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 new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• 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.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• 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.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

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 new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• 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.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• 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.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent