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דרושים ב-Wells Fargo ב-United States, Tampa

הצטרפו לחברות המובילות Wells Fargo בUnited States, Tampa עם אקספוינט! בואו להיחשף להזדמנויות עבודה בתעשיית ההייטק ולקחת את הקריירה שלכם צעד אחד קדימה. הירשמו עכשיו כדי לקחת את הקריירה שלכם צעד אחד קדימה.
חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד
United States
אזור
Tampa
נמצאו 21 משרות
16.09.2025
WF

Wells Fargo Mortgage Retail Sales Consultant SAFE - Gulf Region United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Participate in soliciting residential mortgages from various sources. Produce high quality loans which are compliant and provide excellent customer service. Build relationships with realtors, builders, financial professionals, bank stores, past...
תיאור:

In this role you will:

  • Participate in soliciting residential mortgages from various sources

  • Produce high quality loans which are compliant and provide excellent customer service

  • Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

  • Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market

  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans

  • Understand real estate appraisals, title reports, and real estate transactions

  • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs

  • Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk

  • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

  • 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:

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

Desired Qualifications:

  • Basic Microsoft Office skills

  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

  • Excellent verbal, written, and interpersonal communication skills

  • Mortgage industry experience

  • Knowledge and understanding of sales prospecting and generating referrals

  • Experience developing and cultivating professional relationships

  • Customer service experience

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

  • 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

  • Ability to lift 20+ pounds

  • Reliable transportation

  • Ability to work nights, weekends, and/or holidays as needed or scheduled

:

  • 13304 Bruce B Downs Blvd, Tampa FL 33612

  • 2350 34TH Street N, St. Petersburg FL 33713

  • 639 S Fort Harrison Ave, Clearwater FL 33756

  • 6076 N Lockwood Ridge Rd, Sarasota FL 34243

  • 1510 Cortez Rd W, Bradenton FL 34207

  • 6013 State Road 54, New Port Richey FL 34653

30 Oct 2025


*Job posting may come down early due to volume of applicants.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with 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.

Show more
15.09.2025
WF

Wells Fargo Private Mortgage Banker SAFE - Gulf Region United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Participate in soliciting residential mortgages from various sources. Produce high quality jumbo loans which are compliant and provide excellent customer service. Build relationships focused on affluent borrowers with realtors, builders,...
תיאור:

In this role you will:

  • Participate in soliciting residential mortgages from various sources

  • Produce high quality jumbo loans which are compliant and provide excellent customer service

  • Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

  • Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market

  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans

  • Understand real estate appraisals, title reports, and real estate transactions

  • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs

  • Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk

  • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

  • 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:

  • 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

  • Basic Microsoft Office skills

  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

  • Excellent verbal, written, and interpersonal communication skills

  • Mortgage industry experience

  • Knowledge and understanding of sales prospecting and generating referrals

  • Customer service experience

  • Experience working with high net-worth clients

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

  • 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

  • Completion of formal position specific training programs

  • Reliable transportation

  • Ability to work nights, weekends, and/or holidays as needed or scheduled

:

  • 13304 Bruce B Downs Blvd, Tampa FL 33612

  • 2350 34TH Street N, St. Petersburg FL 33713

  • 639 S Fort Harrison Ave, Clearwater FL 33756

  • 6076 N Lockwood Ridge Rd, Sarasota FL 34243

  • 1510 Cortez Rd W, Bradenton FL 34207

  • 6013 State Road 54, New Port Richey FL 34653

30 Oct 2025


*Job posting may come down early due to volume of applicants.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with 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.

Show more

משרות נוספות שיכולות לעניין אותך

15.09.2025
WF

Wells Fargo Senior Premier Banker - Hyde Park Branch Tampa FL United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This...
תיאור:

About this role:

The following job profile is intended to provide a general sense of what Senior Branch Premier 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 clients serviced, banking services and options of various clients, and client 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 Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:

  • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments

  • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols

  • Escalate banking related issues or business risks that require an in-depth evaluation

  • Advise customers on various aspects of recommended and available financial options and services

  • Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services

  • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals

  • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations

  • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals

  • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially

  • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances

  • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs

  • 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:

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

  • 3+ years of experience building and maintaining effective relationships with customers and partners

  • 3+ years of experience recommending products and services

Desired Qualifications:

  • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking

  • Experience recommending financial services products and services

  • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration

  • State Insurance license(s)

  • 3+ years of experience in a licensed financial services position

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

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

  • Excellent 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

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

  • Ability to follow policies, procedures, and regulations

  • Ability to educate and connect customers to technology and share the value of self-service digital banking options

  • Experience using strong business acumen to provide financial services consultation to small business customers

  • Knowledge and understanding of financial services consumer lending products

  • 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

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) will also be required to be completed within a specified period: 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) 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

22 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Show more

משרות נוספות שיכולות לעניין אותך

15.09.2025
WF

Wells Fargo Market Growth Director United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms. Partner...
תיאור:

In this role, you will:

  • Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms

  • Partner with Strategic Partners and Internal Centers of Influence to drive sales results

  • Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances

  • Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities

  • Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and 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 Wealth Market Strategy cross-functional strategies

  • Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses

  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area

Required Qualifications:

  • 7+ years of Wealth Market Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

  • Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions.

  • Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities.

  • Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights.

  • Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes.

  • Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings.

Job Expectations:

  • In-market travel required on a daily basis.

  • FINRA Series 63 and Series 65 (or 66) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, 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 licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position.

  • 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:

  • 9110 Strada Place, Naples, FL 34108

18 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Show more

משרות נוספות שיכולות לעניין אותך

25.08.2025
WF

Wells Fargo Branch Small Business Banker SAFE United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Servicebusinesscustomerswith their business needsin a branch environment. Carry...
תיאור:

In this role, you will:

  • including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
  • Servicebusinesscustomerswith their business needsin a branch environment
  • Carry out business banking focused functions over the phone
  • Present recommendations for resolving more complex situations
  • Provide information to colleagues, internal partners, and stakeholders, including customers
  • Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
  • Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
  • Participate in community organizations and build relationships with centers of influence
  • Create relationships with branch employees by making introductions to appropriate partners to help meet customers’ broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
  • Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
  • Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
  • 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:

  • 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.

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.

31 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Show more

משרות נוספות שיכולות לעניין אותך

21.08.2025
WF

Wells Fargo Commercial Banking Customer Service Manager United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Manage the relationship support function for an assigned team or office. Manage the end-to-end customer experience including onboarding and extensive problem-solving. Participate in the identification and maximization of growth opportunities...
תיאור:


In this role, you will:

  • Manage the relationship support function for an assigned team or office
  • Manage the end-to-end customer experience including onboarding and extensive problem-solving
  • Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers
  • Identify and recommend opportunities for process improvement and risk control development
  • Oversee customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements
  • Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies
  • Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning
  • Make decisions and resolve issues for operations of the business relationship team to meet objectives
  • Interpret and develop policies and procedures to implement compliance and to resolve issues
  • Complete required assessments, training, and affirmations in accordance with bank policies and audit requirements, including Business Continuity Planning
  • Collaborate and influence all levels of professionals including experienced managers
  • Lead team to achieve objectives
  • Manage allocation of people and financial resources for Business Relationship Support
  • Mentor and guide talent development of direct reports and assist in hiring talent


Required Qualifications:

  • 4+ years of Business Relationship Support 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:

  • Experience working with Treasury Management products and services
  • Understanding of KYC/Onboarding requirements for business customers.
  • Ability to interact and negotiate with all levels of an organization
  • Strong collaboration skills
  • Strong partnering skills Leadership experience including leading and developing staff
  • Strong negotiation skills
  • Strong change management skills
  • Strong presentation skills
  • Excellent verbal, written, and interpersonal communication skills

Job expectations:

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • 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

26 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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

Show more

משרות נוספות שיכולות לעניין אותך

20.08.2025
WF

Wells Fargo Private Mortgage Banker SAFE - Gulf Region United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Participate in soliciting residential mortgages from various sources. Produce high quality jumbo loans which are compliant and provide excellent customer service. Build relationships focused on affluent borrowers with realtors, builders,...
תיאור:

In this role you will:

  • Participate in soliciting residential mortgages from various sources

  • Produce high quality jumbo loans which are compliant and provide excellent customer service

  • Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

  • Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market

  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans

  • Understand real estate appraisals, title reports, and real estate transactions

  • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs

  • Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk

  • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

  • 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:

  • 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

  • Basic Microsoft Office skills

  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

  • Excellent verbal, written, and interpersonal communication skills

  • Mortgage industry experience

  • Knowledge and understanding of sales prospecting and generating referrals

  • Customer service experience

  • Experience working with high net-worth clients

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

  • 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

  • Completion of formal position specific training programs

  • Reliable transportation

  • Ability to work nights, weekends, and/or holidays as needed or scheduled

:

  • 13304 Bruce B Downs Blvd, Tampa FL 33612

  • 2350 34TH Street N, St. Petersburg FL 33713

  • 639 S Fort Harrison Ave, Clearwater FL 33756

  • 6076 N Lockwood Ridge Rd, Sarasota FL 34243

  • 1510 Cortez Rd W, Bradenton FL 34207

  • 6013 State Road 54, New Port Richey FL 34653

1 Sep 2025


*Job posting may come down early due to volume of applicants.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with 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.

Show more

משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
Participate in soliciting residential mortgages from various sources. Produce high quality loans which are compliant and provide excellent customer service. Build relationships with realtors, builders, financial professionals, bank stores, past...
תיאור:

In this role you will:

  • Participate in soliciting residential mortgages from various sources

  • Produce high quality loans which are compliant and provide excellent customer service

  • Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources

  • Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market

  • Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans

  • Understand real estate appraisals, title reports, and real estate transactions

  • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs

  • Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk

  • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

  • Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

  • 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:

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

Desired Qualifications:

  • Basic Microsoft Office skills

  • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources

  • Excellent verbal, written, and interpersonal communication skills

  • Mortgage industry experience

  • Knowledge and understanding of sales prospecting and generating referrals

  • Experience developing and cultivating professional relationships

  • Customer service experience

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

  • 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

  • Ability to lift 20+ pounds

  • Reliable transportation

  • Ability to work nights, weekends, and/or holidays as needed or scheduled

:

  • 13304 Bruce B Downs Blvd, Tampa FL 33612

  • 2350 34TH Street N, St. Petersburg FL 33713

  • 639 S Fort Harrison Ave, Clearwater FL 33756

  • 6076 N Lockwood Ridge Rd, Sarasota FL 34243

  • 1510 Cortez Rd W, Bradenton FL 34207

  • 6013 State Road 54, New Port Richey FL 34653

30 Oct 2025


*Job posting may come down early due to volume of applicants.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with 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.

Show more
הגיע הזמן לפתח הזדמנויות קריירה חדשות בהייטק עם Expoint! הפלטפורמה שלנו מציעה חיפוש מקיף של משרות בחברת Wells Fargo בUnited States, Tampa. מצאו את הזדמנויות העבודה הטובות ביותר באזורכם וקחו את הקריירה שלכם לשלב הבא. התחבר לארגונים מובילים והתחל את מסע ההייטק שלך עם Expoint. הירשמו עוד היום ומצאו את קריירת החלומות שלכם עם אקספוינט.