Banking Consultant jobs in United States, Iowa, Des Moines
Wells Fargo Lead Business Lending Relationship Management Consultant United States, Iowa, Des Moines
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In this role, you will:
Serve as a Field Sales Representative within a defined geography
Call and visit dealers and end customers involved in the Agriculture and Construction equipment spaces with the purpose of originating new loan and lease opportunities, along with inventory finance/rental opportunities at the dealer level
Build and maintain effective relationships with existing clients
Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business and technical needs
Independently review and analyze client portfolios, including highly complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
Lead the strategy and resolution of highly complex and unique challenges by synthesizing industry and economic trends, including complicated legal and regulatory issues, in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
Strategically engage with all levels across the enterprise and serve as an expert advisor to leadership to resolve client issues and achieve business objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements
Required Qualifications:
7+ years of secured or specialized lending relationship management or portfolio management experience,or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5+ years of combined Agriculture and Construction Equipment finance experience
Desired Qualifications:
Experience with inventory finance solutions
Job Expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Ability to travel up to 30%of the time
Overnight travel is required as part of this role
Specific compliance policies may applyregardingoutside 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
801 Walnut St,Des Moines, IA 50309
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Wells Fargo Lead Commercial Banking Relationship Manager United States, Iowa, Des Moines
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In this role, you will:
- Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships
- Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
- Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
- Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues
- Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
- Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies
Required Qualifications:
- 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- BS/BA degree or higher in business, accounting, or finance
- Experience with credit underwriting.
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Completion of formal credit training program
- Commercial banking account relationship management experience within the Emerging Middle Market
- Demonstrated experience working collaboratively to deliver the organization to clients and prospects
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position offers a hybrid workschedule (minimumof 4 days in-office)
- 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
- Ability to travel locally up to 50%the time (mostly within the state of Iowa)
Locations:
- 801 Walnut Street - Des Moines, Iowa 50309
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Wells Fargo Mortgage Retail Sales Consultant SAFE United States, Iowa, Des Moines
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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
- Ability to lift 20+ pounds
- Reliable transportation
- Ability to work nights, weekends, and/or holidays as needed or scheduled
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
JPMorgan Relationship Executive - Mid-Corporate Banking- Director United States, Iowa, Des Moines
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As a Relationship Executive in Middle Market Banking, your role is to act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling.
Job Responsibilities
- Champion a culture of innovation and a customer centric mindset
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
- Seven plus years direct lending or credit support related experience, with a focus on business relationships
- Understanding of Commercial Banking products and services
- Knowledge of the local market
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Sales management and business development skills
- FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
- Bachelors degree and formal credit training preferred
- Excellent verbal, written and listening communication skills
- Strong creative solution and problem solving abilities
- Proficiency in building and maintaining positive client relationships
These jobs might be a good fit
Wells Fargo Lead Analytics Consultant – Conduct Reporting United States, Iowa, West Des Moines
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About this role:
Wells Fargo is seeking aYou will be responsible for data visualization and reporting and conducting peer review testing. To be successful, you will need to bring an end-to-end analytical toolkit that includes extracting data from the Teradata warehouse with SQL; validating and refining findings by partnering with subject matter experts that are in a matrixed organization; creating all required control documentation; and finally completing peer review testing.
In this role, you will:
- Manage the design, development, implementation, and management of business intelligence and reporting solutions
- Ensure reporting processes and solutions are designed and created according to business requirements and published processes and procedures
- Complete risk-mitigating activities including code testing, peer review, consolidation of similar recurring processes and reports, and best-in-class documentation (i.e. BRDs, FSDs) that is structured for consistency and is easy to understand by multiple levels of reviewers, partners, and regulatory agents
- Collaborate across the organization, engaging with peers, risk and compliance managers, and executive leadership as a trusted advisor on analytical and strategic initiatives
- Review work of others and provide value-added feedback.
Required Qualifications:
- 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of BI (Tableau or Power BI or SAS) development experience
- 2+ years of Teradata warehouse experience with SQL
Desired Qualifications:
- Experience with Development tools (JIRA and Github)
- Experience with functional testing of large data sets or dashboards
- Strong analytical skills with high attention to detail and accuracy
- Knowledge and understanding of data visualizations (Prefer Power BI)
- Experience in transforming data and analyses into easily digestible and visually accessible dashboards and reports
- Experience documenting non-technical business requirements and translating into technical rules
- Experience in developing and delivering regulatory reporting
- Strong attention to detail and ability to understand risks andintegration/interdependencyof risks
- Experience in data quality and best practice design concepts
Job Expectations:
West Des Moines, Iowa (IA) – 800 S. Jordan Creek Parkway
23 Jul 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Wells Fargo Senior Lead Commercial Banking Relationship Manager United States, Iowa, Des Moines
Share
In this role, you will:
- Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships
- Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
- Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
- Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
- Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues
- Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
- Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies
Required Qualifications:
- 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- BS/BA degree or higher in business, accounting, or finance
- Experience with credit underwriting.
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Completion of formal credit training program
- Commercial banking account relationship management experience within the Emerging Middle Market
- Demonstrated experience working collaboratively to deliver the organization to clients and prospects
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position offers a hybrid workschedule (minimumof 4 days in-office)
- 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
- Ability to travel locally up to 50%the time (mostly within the state of Iowa)
Locations:
- 801 Walnut Street - Des Moines, Iowa 50309
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Wells Fargo Senior Lead Analytics Consultant – Conduct Reporting United States, Iowa, West Des Moines
Share
About this role:
Wells Fargo is seeking aYou will be responsible for highly sophisticated data visualization and reporting. To be successful, you will need to bring an end-to-end analytical toolkit that includes extracting data from the Teradata warehouse with SQL; creating data visualizations with Tableau/Power BI; validating and refining findings by partnering with subject matter experts that are in a matrixed organization; creating all required control documentation; and finally completing peer review functional testing.
In this role, you will:
- Manage the design, development, implementation, and management of business intelligence and reporting solutions
- Ensure reporting processes and solutions are designed and created according to business requirements and published processes and procedures
- Complete risk-mitigating activities including code testing, peer review, consolidation of similar recurring processes and reports, and best-in-class documentation (i.e. BRDs, FSDs) that is structured for consistency and is easy to understand by multiple levels of reviewers, partners, and regulatory agents
- Work in partnership with other senior members of the team to drive change and mentor/develop other team members that have diverse skillsets and backgrounds. Be proficient in engaging technical and non-technical stakeholders
- Advise experienced leadership to develop or influence analytical strategies and advanced data visualization for complex business and technical needs
- Design and lead complex projects, analyses, and application of techniques across the enterprise
- Engage with peers, managers risk, compliance, managers across the enterprise, and serve as an expert advisor to leadership team
Required Qualifications:
- 7+ years of Analytics, Reporting, Financial Modeling or Statistics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years of BI (Tableau or Power BI or SAS) development experience
- 3+ years of Teradata warehouse experience with SQL
Desired Qualifications:
- Experience with Development tools (JIRA and Github)
- Experience with Power Automate and Power Apps
- Experience with functional testing of large complex data sets
- Strong analytical skills with high attention to detail and accuracy
- Advanced knowledge and understanding of data visualizations (Prefer Power BI)
- Experience in transforming complex data and analyses into easily digestible and visually accessible dashboards and reports
- Experience documenting non-technical business requirements and translating into technical rules
- Experience in developing and delivering regulatory reporting
- Strong attention to detail and ability to understand risks andintegration/interdependencyof risks
- Demonstrated success in building consensus among stakeholders and navigating obstacles to achieve shared goals.
Job Expectations:
West Des Moines, Iowa (IA) – 800 S. Jordan Creek Parkway
23 Jul 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Share
In this role, you will:
Serve as a Field Sales Representative within a defined geography
Call and visit dealers and end customers involved in the Agriculture and Construction equipment spaces with the purpose of originating new loan and lease opportunities, along with inventory finance/rental opportunities at the dealer level
Build and maintain effective relationships with existing clients
Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business and technical needs
Independently review and analyze client portfolios, including highly complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
Lead the strategy and resolution of highly complex and unique challenges by synthesizing industry and economic trends, including complicated legal and regulatory issues, in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
Strategically engage with all levels across the enterprise and serve as an expert advisor to leadership to resolve client issues and achieve business objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements
Required Qualifications:
7+ years of secured or specialized lending relationship management or portfolio management experience,or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5+ years of combined Agriculture and Construction Equipment finance experience
Desired Qualifications:
Experience with inventory finance solutions
Job Expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Ability to travel up to 30%of the time
Overnight travel is required as part of this role
Specific compliance policies may applyregardingoutside 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
801 Walnut St,Des Moines, IA 50309
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
