Product Director jobs in United States, Florida, Tampa

• Prior experience working in a highly matrixed, complex, global organization
• Technical skills using Alteryx, Tableau, Microsoft Excel and Microsoft PowerPoint

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 70 – 90 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

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

capabilities, and skills

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

In this role, you will:

• Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms

• Partner with Strategic Partners and Internal Centers of Influence to drive sales results

• Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances

• Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities

• Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination of highly complex activities and guidance to others

• Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies

• Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses

• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area

Required Qualifications:

• 7+ years of Wealth Market Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

• Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions.

• Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities.

• Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights.

• Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes.

• Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings.

Job Expectations:

• In-market travel required on a daily basis.

• FINRA Series 63 and Series 65 (or 66) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position.

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

• This position is not eligible for Visa sponsorship

Job Locations:

• 9110 Strada Place, Naples, FL 34108

Wells Fargo Recruitment and Hiring Requirements:

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

As awithin the Trade & Working Capital Operations team at JPMorganChase, you will have the opportunity to manage key operational activities and promote efficiency in our processes. With your comprehensive knowledge and strong decision-making capabilities, you will play a crucial role in improving our service quality and process improvement initiatives. You will support managers in leading efficiency into the process model by bringing in the best practices after a detailed analysis of process.

Job Responsibilities

• Process transaction Standby letter of credit/Bank Guarantees – issuance, amendments & payments including compliance screening for the relevant documents.
• Ensure accountability that the unit complies with the JPMC risk & control policies and processes. Training/Mentoring the team periodically to upskill the team’s knowledge. Accountable for integrity of process, operations and associated results.
• Analyze the processes and identify improvement areas and suggest/execute the action plan to improve the efficiency and turnaround time.
• Think through problems, manage the crisis situations through proper escalation matrix and motivate team.
• Develops and exercises business plan, internal procedures and demonstrates an ability to lead projects, offer innovative solutions and cost efficiency opportunities.
• Support a wide range of stakeholders (Product, sales, client service, partner site and Tech support).
• Build the effective relationships with management and internal stakeholders, also should have ability to influence them where necessary.
• Monitor KPI/KRI on daily/weekly basis and recommend through process change wherever necessary for improvement.
• Escalate the Risk/Concern items through proper escalation Matrix and drive for resolution .
• Monitor the Daily/Weekly/monthly activities are performed as excepted, monitor the queue through various dashboard to assign the task and get it completed within agreed timeline.

Required Qualifications, Capabilities and Skills

• Minimum of 12 years of Trade experience required.
• Strong business knowledge on Trade products, processes and system knowledge.
• Excellent Customer Service Skills to handhold irate clients or internal stakeholders.
• Excellent attention to detail, and an ability to know when a deep dive approach is appropriate.
• Ability to partner with demanding stakeholders, managing their expectations while developing strong working relationships with them.
• Understanding of operational risks and related controls, audit and internal control framework.

Preferred Qualifications, Capabilities and Skills

• Certificate for Documentary Credit Specialists (CDCS) and Certificate for Specialists in Demand Guarantees (CSDG) a plus.
• Strong Knowledge on SWIFT Messages types associated with Standby/Guarantee will be appreciated.
• Working knowledge on Structuring/Vetting of SBLC/Guarantee.
• Working knowledge of Uniform Customs and Practice for Documentary Credits; UCP 600, International Standby Practices: ISP98 & Guide to ICC Uniform Rules for Demand Guarantees URDG 758, Boycott regulations, and Office of Foreign Assets Control (OFAC) compliance.