דרושים Market Growth Director - Dallas Tx ב-Wells Fargo ב-United States, Frisco

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:

• Develop and maintain deep expertise in Wells Fargo’s Lending and Banking Solutions, including Home Mortgage, Securities-Based Lending, Custom Credit, and core deposit products.

• Deliver ongoing education and training to Financial Advisors, equipping them to better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with tailored lending strategies.

• Collaborate with Centers of Excellence and internal partners to identify, pursue, and support lending opportunities across the territory.

• Lead strategic campaigns and product promotions, driving advisor engagement and increasing utilization of lending and banking solutions.

• Facilitate onboarding of new Financial Advisors, including assessment of existing balances and identification of immediate lending opportunities to accelerate integration.

• Act as a strategic advisor to senior leadership, contributing insights and recommendations that shape companywide financial growth initiatives.

• Drive complex business development strategies, leveraging market trends and advisor feedback to inform territory planning and product positioning.

• Support cross-functional Business Growth Strategy projects, building strong relationships across the organization and influencing innovation in lending and banking initiatives.

Required Qualifications:

• 7+ years of experience in Business Growth Strategy or a related field, demonstrated through work experience, training, military service, or education.

• Successfully completed FINRA Series 7, 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognizedequivalents)

Desired Qualifications:

• Extensive experience in lending and banking solutions, including Home Mortgage, Securities-Based Lending, Custom Credit, and deposit products tailored to diverse client needs.

• Deep understanding of HNW and UHNW clients, with the ability to structure and tailor lending strategies that align with complex financial goals.

• Proven success supporting Financial Advisors and Wealth Management professionals, particularly in consultative and sales support roles.

• Strong knowledge of credit structuring, underwriting, and risk management, with the ability to translate complex lending products into actionable strategies for advisors and clients.

• Proficient in CRM systems, financial planning tools, and sales dashboards, using data to manage relationships, track performance, and inform territory strategy.

• Experienced in cross-functional collaboration, working closely with product, compliance, credit, and operations teams to deliver integrated solutions.

• Skilled in advisor onboarding and enablement, including vetting existing balances, identifying lending opportunities, and leading training and strategic planning sessions.

Job Expectations:

• Ensure compliance with regulatory standards, maintaining active FINRA Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, 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 review process at the time of offer acceptance.

• 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:

• Dallas TX or Fort Worth TX

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:

• Participate in less complex initiatives and identify opportunities for process improvements within scope of responsibilities for Branch Banking functional area
• Review and analyze basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgement to guide medium risk deliverables
• Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise within Branch Banking functional area, policies, procedures, and compliance requirements
• Collaborate and consult with Branch Banking colleagues, internal partners, and stakeholders, including internal as well as external customers
• Apprentices within the U.S. Department of Labor accredited Apprenticeship program perform a variety of structured duties, including a combination of (however, not limited to) on-the-job training, coursework and mentorship, under the supervision of a hiring manager, program manager and a mentor. Apprenticeships are designed to assist in the professional development of an apprentice, in preparation for the post-apprenticeship role. Program Managers will facilitate an apprentice’s required path for professional development. This ensures an apprentice will have gained the proficiency and obtained the required experience of a fully functioning Associate Branch Manager
• 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:

• 1+ years of finance or budgetary experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Military experience in any branch of service: Army, National Guard, Air Force, Space Force, Navy, Marines, Coast Guard or Reserves.
• Military experience in a customer facing role.
• Leadership experience including coaching, training, developing and building a high performing team
• Experience building and maintaining effective relationships with customers and internal partners
• Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers
• Excellent verbal, written, and interpersonal communication skills
• Self-motivated with a high level of initiative and accountability
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to interact with integrity and professionalism with customer and team members
• Ability to effectively manage time and competing priorities, exercise independent judgment, and use critical thinking skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Knowledge and understanding of compliance controls, risk management and loss prevention
• 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

Job Expectations:

• Enrollment into Wells Fargo’s DOL Registered Apprentice Program is required. Apprentices are considered full-time employees within the program. As such, Apprentices are expected to not only uphold and adhere to Wells Fargo and the Apprenticeship Program, but also expected to follow Wells Fargo's prescribed policies, procedures, and employee 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
• Current or previous Military experience is required

Wells Fargo Recruitment and Hiring Requirements:

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

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:

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially

• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications

• Receive direction from managers and exercise judgement within defined policies and procedures

• Develop understanding of bank products and services to connect to customers' needs

• Interact with customers to demonstrate care and build relationships

• Provide appropriate options for bank products and services to customer

• Refer customers' financial needs to other bankers and partners as needed

• 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:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Customer service focus with experience handling complex transactions across multiple systems

• Experience proactively engaging with customers through outreach via phone or email

• Ability to educate and connect customer to technology and share the value of mobile banking options

• Ability to help customers succeed financially by offering introductions to additional team members as appropriate

• Experience working with others on a team to meet customer needs

• Experience fostering and developing strong customer relationships

• Ability to build strong relationships with internal partners

• Ability to follow policies, procedures, and regulations

• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

• Ability to interact with integrity and professionalism with customers and team members

• 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

• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

• 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

Posting Location(s):

• Frisco Fields - SWC HWY 423 & HWY 380 - Frisco, TX

Wells Fargo Recruitment and Hiring Requirements:

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