דרושים Senior Wealth Management Banking Coordinator Safe ב-Wells Fargo ב-United States, Miami

In this role, you will:

Required Qualifications:

• 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Fluent in Spanish

Desired Qualifications:

• 1+ year of experience managing a dedicated book of small business customers across assigned territory
• Knowledge and understanding of book of business
• Experience using strong business acumen to provide financial services consultation to small business customers
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Customer service focus with experience handling complex transactions across multiple systems
• Experience building and maintaining effective relationships with customers and internal partners
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• 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
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer-coaching others
• Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners

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.
• ​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:

• Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers

• Complete operational activities while minimizing risks under established policies

• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization

• Support the Branch manager in operational tasks and scheduling

• Resolve issues related to daily operations of the teller line, under direction of regional banking management

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

• Receive guidance from managers and exercise judgment within defined policies and procedures

• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions

• Identify information and services to meet customers financial needs

• Motivate a diverse team to achieve full potential and meet established business objectives

Required Qualifications:

• 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to provide strong customer service while listening, eliciting information and comprehending customer issues

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

• Ability to interact with integrity and professionalism with customers and employees

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

• Cash handling experience

• Well-organized, independent and able to prioritize in a fast-paced environment

• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting

• Knowledge and understanding of retail compliance controls, risk management, and loss prevention

• Motivate others to achieve full potential and meet established business objectives

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• This position is not eligible for Visa sponsorship

Posting Location:

• Calle Ocho Branch: 1900 SW 8TH ST, MIAMI, FL 33135

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, retain, and grow 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
• Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
• Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
• Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as 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
• Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

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:

• Commercial Banking account relationship management experience with clients with annual sales revenue up to $100MM
• Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
• Experience leveraging Treasury Management products and services
• Established local in-market network with demonstrated knowledge of the South Florida market
• Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
• Experience identifying and mitigating risk, ensuring compliance with processes, and mitigating risk issues
• Experience consistently delivering strong sales performance
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills
• Completion of formal credit training program
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships

Job Expectations:

• This position is not eligible for Visa sponsorship
• 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 up to 10% of the time

Location:

• 350 E Las Olas Blvd- FORT LAUDERDALE, FL 33301
• 525 Okeechobee Blvd Ste 700- WEST PALM BEACH, FL 33401
• 1675 N Military Trail- BOCA RATON, FL 33486

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:

Required Qualifications:

• 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Fluent in Spanish

Desired Qualifications:

• 1+ year of experience managing a dedicated book of small business customers across assigned territory
• Knowledge and understanding of book of business
• Experience using strong business acumen to provide financial services consultation to small business customers
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Customer service focus with experience handling complex transactions across multiple systems
• Experience building and maintaining effective relationships with customers and internal partners
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• 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
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer-coaching others
• Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners

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) websiteprovides 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.

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:

• Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Proactively prospect and qualify new business opportunities within the target market and maintain engagement with prospects through the entire sales process
• Develop, retain, and grow 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
• 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:

• Commercial Banking account relationship management experience with clients with annual sales revenue up to $100MM
• Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
• Experience leveraging Treasury Management products and services
• Established local in-market network with demonstrated knowledge of the South Florida market
• Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
• Experience identifying and mitigating risk, ensuring compliance with processes, and mitigating risk issues
• Experience consistently delivering strong sales performance
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills
• Completion of formal credit training program
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships

Job Expectations:

• This position is not eligible for Visa sponsorship
• 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 up to 10% of the time

Location:

• 1699 Coral Way- MIAMI, FL 33145

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:

• Build complex IRE portfolio of commercial banking relationships
• Actively participating in the completion of major transactions
• Partner with other product partners including but not limited to Interest Rate Risk, Treasury Management, Deposits and Wealth to attract and retain customers with an appropriate credit risk and operational risk lens to grow revenue and profits
• Close collaboration and engagement with the Portfolio Management team while still maintaining ownership of the risk
• Interpret policies, procedures, and compliance requirements

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:

• Commercial Real Estate and/or Investor Real Estate business development experience
• Commercial Real Estate and/or Investor Real Estate relationship management experience
• Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
• Established local in-market network with demonstrated knowledge of the South Florida Market
• Ability to structure and execute complex financial transactions including lending, treasury and commercial solutions
• Comprehensive knowledge and understanding of risk management
• Strong credit analysis skills
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• 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 up to 10% of the time

Location:

• 1699 Coral Way- MIAMI, FL 33145
• 350 E Las Olas Blvd- FORT LAUDERDALE, FL 33301
• 525 Okeechobee Blvd Ste 700- WEST PALM BEACH, FL 33401
• 1675 N Military Trail- BOCA RATON, FL 33486

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:

• Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Support the Branch manager in operational tasks and scheduling
• Resolve issues related to daily operations of the teller line, under direction of regional banking management
• Support customers and employees in resolving or escalating concerns or complaints
• Receive guidance from managers and exercise judgment within defined policies and procedures
• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
• Identify information and services to meet customers financial needs
• Motivate a diverse team to achieve full potential and meet established business objectives

Required Qualifications:

• 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Cash handling experience
• Well-organized, independent and able to prioritize in a fast-paced environment
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Motivate others to achieve full potential and meet established business objectives

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• 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.