דרושים Branch Manager Saint Petersburg ב-Wells Fargo ב-United States, Saint Petersburg

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
• 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 () 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:

• 2350 34th St N SAINT PETERSBURG, FL 33713

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:

• Lead and manage the successful transition of internal and external advisors and teams into the Financial Network (FiNet) channel
• Manage client relationships and participate in initiatives regarding servicing, support and growth
• Identify opportunities for process improvements
• Maintain and analyze business, operational, or technical assignments that involve research, evaluation, and service
• Exercise independent judgment to ensure the highest level of client satisfaction
• Build and maintain excellent relationships and meet regularly with senior leaders to communicate trends and workable solutions
• Provide recommendations to determine operational needs and exercise independent judgment to manage relationships
• Communicate trends and recommend solutions
• Manage, support and resolve issues to ensure retention, growth and satisfaction
• Manage projects, troubleshoots issues and follow up on operational, technical or client transition issues
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

• Ability to deliver a positive and engaging candidate experience for internal and external candidates throughout the onboarding process
• Knowledge and understanding of multi-channel platform
• Knowledge and understanding of the independent advisor space
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Strong analytical skills with high attention to detail and accuracy
• Ability to work in a fast paced deadline driven environment
• Ability to identify and evaluate trends, isolate root cause, and provide swift/thorough resolution
• Strong organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance 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 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.

Location:

• 2801 Market St. - St. Louis, Missouri
• 550 S Tryon - Charlotte, North Carolina

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:

• Strategize marketing based on assessment of results-based environment and new opportunities for Retirement product implementation and enhancements
• Review and analyze development of new retirement products and product lines
• Provide support for product life cycle management
• Review Retirement Products, trends, regulatory impact, and risk management
• Perform Control and business activities to manage risks aligned to retirement products
• Present recommendations to resolve more complex situations and exercise independent judgment
• Develop, implement and maintain products, services and marketing programs
• Adhere to compliance and privacy regulations and policies
• Collaborate and consult with project teams, internal partners and stakeholders, including vendors and third parties

Required Qualifications:

• 2+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• FINRA Securities Licenses 7 and 66 or equivalent
• Retirement Plan industry specific designation
• 2+ years of Retirement Plan Experience
• Working technical knowledge and understanding of the retirement plan rules and regulations
• Advanced Microsoft Excel skills
• Ability to work independently, and in a team environment
• Expertise in collaborating and consulting with project teams and internal partners.
• Excellent verbal, written, and interpersonal communication skills
• Good attention to detail and accuracy skills

Job Expectations:

• This position is not eligible for Visa sponsorship

Posting Locations:

• 2801 Market St, F & L Bldg. St Louis MO
• 550 S Tryon, Charlotte NC

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 one or more specialized customer service and operations functional teams within Operations area with complex and risk in functional area
• Develop strategies to improve staffing processes, ensure specialized functions meet regulatory guidelines in support of risk management and compliance
• Engage stakeholders and internal partners associated within the Operations area
• Work independently on moderately complex issues and projects
• Identify opportunities for process improvement and risk control development and escalates issues to more experienced management
• Provide training, performance, evaluation and coaching of less experienced team
• Make decisions and resolve issues regarding resources, objectives and operations of functional area and team to meet business objectives
• Interpret and develop policies and procedures for operation functions with low to moderate complexity within scope of responsibility
• Provide responsibility for budget and financial performance
• Collaborate and influence all levels of professionals including more experienced managers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Operations
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

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

Desired Qualifications:

• 5+ years managing global operations, preferably in Tax Operations.
• Work with a sense of urgency and navigate cross team to meet the deliverable needs
• Strong verbal and written communication skills targeted to the audience
• Proven ability in partnering with various stakeholders in a complex environment, including internal peers as well as third party vendors
• Skilled at managing complex projects and initiatives
• Strong record of delivering results and decision-making in complex problems
• Transformational leader leveraging technology for efficiency
• Extensive experience in risk management, including RCSA, control testing, and issue management

Job Expectations:

• This position offers a hybrid work schedule at the posted location listed.
• Relocation assistance is not available for this position.

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 or participate in product management initiatives and deliverables for product lines or services

• Contribute to product analysis across applicable markets, conduct market research and market results-oriented analysis

• Review and analyze marketing programs for new products or enhancements including identification of market segments, product positioning, product bundling, pricing and profitability

• Resolve moderately complex issues and lead team to meet project goals, objectives and deliverables

• Ensure programs adhere to compliance, privacy regulations and policies

• Collaborate and consult with managers, analysts and project teams to ensure that goals are achieved

• Lead projects, teams or serve as a mentor

Required Qualifications:

• 4+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 65/66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• 3+ years' experience with investment advisory products

• Successfully completedSeries 24

• Experience with business controls and SHRP Issues

• Ability to be forward thinking and focus on creating efficiencies

• Knowledge of firm systems such as SmartStation & BETA

• Proven ability to consult and advise across leadership, stakeholders and partners

• Self-motivation and be energetic and forward thinking

• Knowledge of basic database applications

• Detail oriented

Job Expectations:

• This position is not eligible for Visa sponsorship

• Registration for FINRA Series 24 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

• Series 24: This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatoryquestions/disclosures,will be ineligible to work from a location other than their assigned office location

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance 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

• Ability to work on-site at approved location at least three days a week

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:

• Provide vision, direction and expertise to leadership on what outcomes we need to strive for and what solutions exist to get there
• Articulate product vision, define scope, prioritize epic and feature backlogs, establish goals, and provide direction for teams to design, develop, and deliver on the proposed outcomes
• Engage with leaders, stakeholders, subject matter experts, team members within the Trading and Capital Markets ecosystem and broadly across the enterprise
• Provide oversight and leadership to vendors and internal support teams to ensure continual lifecycle management and to implement new solutions when required
• Provide subject matter expertise to peer support teams
• Develop business requirements and prepare business cases for new initiatives and products
• Maintain productive, collaborative relationships with key business stakeholders

Required Qualifications:

• 7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 5+ years of demonstrated experience and understanding of trading tools for Equities, Fixed Income and Syndicate products

Desired Qualifications:

• Experience articulating and capturing requisite data needed to determine measurable business impact (in the form of OKRs/KPIs) for the business area
• Knowledge of QA best practices
• Experience with retail brokerage platform delivery and/or support
• Knowledge and understanding of brokerage trading and position- and portfolio-management platforms (Bloomberg, BETA, and Fixed Income Trading platforms)
• Self-motivated and ability to lead peer teams and vendors
• Excellent written and oral communication skills, problem solving and critical thinking required
• Demonstrated ability to assess and identify complex issues and to formulaterecommendations.
• Strong organizational and time management skills with the ability to manage multiple responsibilities and tasks simultaneously

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance 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

Posting Locations:

• 2801 Market Street - St. Louis, MO
• 550 South Tryon Street - Charlotte, NC
• Required location listed above

Wells Fargo Recruitment and Hiring Requirements:

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