דרושים Business Relationship Support Representative - Cso2 ב-Wells Fargo ב-United States, Irving

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

• Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
• Present recommendations for resolving inquiries and service requests regarding customers' accounts
• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
• Provide information to internal partners and external sources to further enhance the customer experience
• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Provide self-service digital banking options to 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 SAFE 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 customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)
• Customer service focus with experience handling transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Strong verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
• Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
• Ability to make client calls and actively participate in the sales development process
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer- coaching
• Experience assessing customer needs and recommending products/services to fulfill those needs
• Experience using business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Adherence to Wells Fargo sales practices risk management culture
• Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
• State Insurance license(s) are required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.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 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) web site(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

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 training materials for new hire and upskill onboarding, including the creation of new materials from scratch and updating existing materials to meet business needs
• Facilitate training classes both in-person and virtual

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
• Determine areas of strength or Business Execution opportunity within defined scope of work
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Utilize independent judgment to guide moderate risk deliverables
• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
• Collaborate and consult with leaders and executive management
• Provide work direction to lessexperienced Strategyand Execution staff

Required Qualifications:

• 2+ years ofBusiness Execution, Implementation, or Strategic Planningexperience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office skills (PowerPoint)
• 2+ years’ experience facilitating training in a small and large group sessions (in-person & virtually).
• 2+ years Training Content Development / Procedural Documentation / Procedural Writing experience
• Proven knowledge in Auto Operations which may include Customer Service and/or Collections
• Ability to lead discussions with stakeholders to determine the training need.
• Experience creating communications, user guides, and other written training materials.
• Ability to exercise independent judgment to identify and resolve problems.
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Ability to interact with integrity and a high level of professionalism with all levels of team members and management
• Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans and solutions.
• Technical skills: iNotice, Cars, iTop, ACES/Softphone, iRepo, Imaging Content Management Platform (ICMP), Strategic Reporting Solutions (SRS), SharePoint, Jira, Tableau, and/or NICE/Nexidia

Job Expectations:

• This position offers a hybrid work schedule.
• Ability to work flexible hours based on business need during 8:00am – 7:00 pm CST
• Successful candidateMustbe on campus when facilitating training
• Ability to travel up to 5%
• Required location listed
• Relocation assistance is not available for this position.

Posting Location:

• 6051/6061 N. State Hwy. 161, Irving TX

Position Not eligible for Visa sponsorship

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:

• Facilitate the identification of opportunities to utilize data analysis in the assessment of risk and controls.
• Navigate large, complex technology environments to locate, validate, extract, and format data for data analytics testing.
• Effectively document the analysis in accordance with audit policy.
• Train and mentor audit teams in the use of data analysis and data analysis tools.
• Partner with assigned audit teams to build expertise in the use of data analysis within the internal audit function.
• Write opinions reflecting relevant facts that lead to logical conclusions
• Escalate significant risks and loss exposures to appropriate levels of management
• Ensure documentation and reporting are ready for review by managers and more experienced managers
• Demonstrate credible challenge
• Lead multiple concurrent projects that are generally moderate to large in size and moderate to high in complexity
• Develop and maintain excellent business relationships within Internal Audit and with teams companywide

Required Qualifications:

• 5+ years of Audit, Risk experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience creating moderate to complex data analysis solutions in support of Internal Audit using tools such as SQL, SAS, Alteryx and Tableau
• Experience with Consumer, Small & Business Banking products and services is preferred
• Extensive knowledge and understanding of research and analysis
• Strong analytical skills with high attention to detail and accuracy
• Knowledge of systems of record, and data warehouses
• A BS/BA degree or higher
• Solid knowledge and understanding of audit or risk methodologies and supporting tools
• Strong understanding of financial regulatory environment
• Experience leading and providing feedback to staff on audit projects or engagements
• Experience with Issue Validation and Remediation
• Excellent verbal, written, and interpersonal communication skills
• Ability to obtain or currently hold one or more of the following certifications: SAS Certified Big Data Professional, SAS Certified Data Scientist, Certification of Professional Achievement in Data Sciences, Certified Analytics Professional, CFE, CIA, CISA, CPA, CAMS, or CRCM

Job Expectations:

• Ability to travel up to 10% of the time
• This position does not offer VISA sponsorship
• Hybrid work schedule

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.

In this role, you will:

• Manage and develop a team to meet the objectives of our expanding business by partnering with various business teams to develop and implement business strategies

• Enhance and grow the business by increasing growth opportunities, market share and wallet share of customer's total financial service needs

• Identify and recommend opportunities for process improvement and risk control development

• Lead team to effectively assess customer needs and provide solutions to meet business objectives

• Collaborate and consult with peers, colleagues, and multiple level managers to ensure we provide the full range of business product solutions

• Manage allocation of people and financial resources for Business Banking Relationship Management

• Develop and guide a culture of talent development and performance to meet business objectives and strategy within Business Banking functional area

• Accomplish management responsibilities which include sourcing and hiring talented employees, providing ongoing coaching and feedback, recognizing, and developing, driving performance management to ensure business goals are met

• 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:

• 8+ years of Small Business Banking Relationship Management leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

• 4+ years of management or leadership experience

Desired Qualifications:

• Knowledge and understanding of business banking: relationship management, acquisition, credit, deposits, treasury management, merchant service, foreign exchange and payroll services
• Proven leadership experience in Business Relationship Management and banking, with a strong track record of building and leading high performing teams
• Experience with developing and executing business vision, strategies, and goals
• Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals
• Demonstrated executive presence with the ability to influence, engage, and communicate effectively with senior leaders and stakeholders
• Commercial credit or business credit underwriting experience
• Knowledge and understanding of Small Business Lending Operations products and services

Job Expectations:

• 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

• This position will require onsite presence at one of the locations listed below in a hybrid work schedule

• Ability to travel up to 20% of the time.

This position is not eligible for Visa sponsorship.

Posting Location(s):

• 401 Las Colinas Blvd W Bldg B - Irving, Texas 75039

Required location listed.

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:

• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
• Work independently to make recommendations for support function by providing support and leadership
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
• Collaborate and consult with team leaders in developing project plans, policies and procedures
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

Required Qualifications:

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Understanding of change management lifecycle
• Prior hands on experience executing and/ or monitoring controls
• Ability to coach others outside of direct team to drive adherence

Job Expectations:

• Inspects systems of record for adherence to processes
• Reviews change management artifacts for quality and completeness
• Identifies ways to improve efficiencies while still maintaining risk mitigation needs
• Proactively identifies trends and develops suggestions for ways to drive higher performance.
• Required location(s) listed. Relocation assistance is not available for this position
• This position offers a hybrid work schedule.

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:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
• Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• 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:

• 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
• Ability to balances needs of clients with associated risks and interests of Wells Fargo
• 3+ years of experience in business-to-business sales
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• A BS/BA degree or higher

Job Expectations:

• 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

• 401 Las Colinas Blvd W Bldg BIRVING, TX 75039​

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:

Wells Fargo is seeking Loan Servicing Representatives to join the Aftermarket and Remarketing team within our Auto Operations Group in Texas.

Available openings may be in one or more of the following areas within Aftermarket and Remarketing. Specific details will be discussed during the interview process.

• Guaranteed Asset Protection (GAP) Insurance Early Payoffs, Claims, Total Loss
• Aftermarket Servicing & Cancellations
• Letter of Guarantee
• Specialty Operations Support
• Remarketing
• Loss Recovery
• Repossession Titles

In this role, you will:

• Perform moderately complex administrative, transactional, operational, or other support tasks
• Ensure compliance with all federal, state, client, and company policies, procedures, and regulations
• Provide excellent customer service at all points of contact
• Manage a pipeline of work to ensure service level agreements (SLAs) are met
• Regularly adapt to changes in processes and procedures
• Receive direction from Loan Servicing supervisors
• Review, research, process, and respond towritten and/or phone inquiries of moderate complexity, ensuring the interests of the company are protected
• Support other teams within the line of business, assisting with other responsibilities to meet overall business needs
• Assist in the development, review, and revision of department policy and procedures
• Identify opportunities for improvement within loan servicing processes and recommend solutions
• May communicate by phone and/or email with customers, dealerships, product administrators, Departments of Motor Vehicles (DMVs), GAP administrators, insurance companies, auto auction vendors, cross-business units, and other third parties
• Provide guidance to less experienced peers
• Compile documentation and enter data into Wells Fargo systems with precision
• May review reporting for accuracy and follow up as needed
• Escalate non-routine questions to more experienced individuals
• May prepare cancellation requests and initiate workflows
• May sign documents on behalf of Wells Fargo to affirm that the information provided is true

Training Schedule:

• Length of training may vary
• Training schedule is Monday through Friday
• The hybrid work schedule may not apply during training

Work Schedule:

• Hybrid work schedule
• Department work hours will be discussed during the interview process
• Occasional overtime may be available
• Shift pay differential may apply

Required Qualifications:

• 2+ years of Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Prior experience within auto financial operations
• Financial services industry experience
• Experience in the automotive industry
• Knowledge and understanding of financial default
• Insurance industry experience
• Knowledge and understanding of auto policies and procedures
• Ability to negotiate, influence, collaborate, and facilitate issue resolution with both internal and external parties
• Strong telephone etiquette skills, including proficiency in managing both inbound and outbound calls
• Ability to communicate confidentially and professionally with all levels, both within the line of business and with external businesspartners
• Customer service focus with the ability to address and resolve moderately complex issues
• Effective critical thinking and problem-solving skills with a focus on understanding customer requests and providing detailed information
• Ability to proactively navigate multiple computer systems, applications, and utilize search tools to find information
• Experience researching moderately complex issues to determine a course of action
• Ability to exercise independent judgment to identify and resolve problems
• Proven analytical skills
• Ability to manage a high-volume pipeline of work from assignment to completion
• Strong organizational, multi-tasking, time management, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to work in a fast-paced, team environment with excellent attention to detail and quality standards
• Ability to accurately document account information and achieve high quality standards
• Systems experience including CARs, iTop, iRepo, Auto IMS, ICMP, Workflow or the equivalent
• Knowledge and understanding of risk and compliance
• Ability to meet deadlines/service level agreements (SLAs), achieve goals, and work under pressure in a dynamic and complex environment
• Intermediate Microsoft Office skills
• Flexibility and the abilityto embrace change with enthusiasm
• Military experience resolving complex issues via written or verbal communication, including but not limited to: supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers​

Job Expectations:

• Must work on-site at the location posted
• Must be able to attend full duration of required training period
• This position offers a hybrid work schedule
• Flexibility to adjust hours, as requested, based on business need
• Ability to work additional hours asneeded
• Relocation assistance is not available for this position
• This position is not eligible for Visa sponsorship
• Successful completion of Wells Fargo’s notary and affiant training course may be expected

Position Location:

• 6051/6061 N State Hwy 161 – Irving, Texas 75038
• New site location: 401 W Las Colinas Blvd – Irving, Texas 75039. Move expected within 2025, additional details will be provided

Wells Fargo Recruitment and Hiring Requirements:

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