דרושים Treasury Management Support Analyst ב-Wells Fargo ב-United States, Arlington

In this role, you will:

• Participate in developing new and managing existing High Net Worth Client relationships
• Work as part of a Wealth team that utilizes an integrated planning approach to recommend strategies that utilize Wells Fargo's individual and institutional capabilities to maintain client wealth within Wealth Management Banking and contribute to large scale planning related to functional area deliverables
• Review and analyze custom credit and deposit strategies and solutions to clients to manage custom credit portfolios that require an in depth evaluation of variable factors
• Resolve banking solutions and deliver, construct and implement custom credit and deposit strategies and solutions to clients
• Lead team to meet functional area deliverables while leveraging solid understanding of the function, policies, procedures and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal and external customers
• 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 Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Successfully completed FINRA Series 7 and 66 exams to qualify for immediate registration
• Experience working with UHNW clients
• Excellent sales and relationship management skills
• Strong knowledge of credit and cash management services
• Excellent sales advisory and discovery skills
• Knowledge of wealth management products and referral partnerships

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

• Specific compliance policies may apply regarding outside activities and/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.

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

within Global Payments and Liquidity as part of Enterprise Functions.

In this role, you will:

• Participate in gathering and summarizing prospect information for Treasury Management consultants
• Identify opportunities for process improvements within scope of responsibilities or functional area
• Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
• Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers

Required Qualifications:

• 2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Sales or client support experience Knowledge and understanding of general banking
• Experience with treasury management products and services
• A BS/BA degree or higher
• Business-to-business sales experience
• Client support experience
• Treasury management sales experience
• Ability to develop partnerships and collaborate with other business and functional areas
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to work effectively in a team environment
• Ability to work in a fast paced deadline driven environment
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Outstanding problem solving skills
• Solid negotiation skills
• Strong analytical skills with high attention to detail and accuracy
• Strong organizational, multi-tasking, and prioritizing skills

Job Expectations:

• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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.
• Hybrid Schedule (3 days in office and 2 days remote)

Philadelphia, PA -($25.43 - $45.24 Hourly)

McLean, VA - ($23.13 - $41.11)

Charlotte, NC - ($23.13 - $41.11)

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, 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 and cross functional
• Lead Treasury Management Consulting projects and teams, or serve as peer mentor
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

Required Qualifications:

• 7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience working with middle-market size commercial clients
• Experience in Treasury Management
• Strong business-to-business acumen
• Ability to think strategically, implement, and deliver business objectives
• Ability to develop strong partnerships
• Excellent communication skills
• Strong presentation skills

Job Expectations:

• This position offers a hybrid work schedule
• Ability to travel up to 10% of the time
• This position is not eligible for Visa Sponsorship
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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

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.