דרושים Business Relationship Support Associate ב-Wells Fargo ב-United States, Tempe

In this role, you will:

• Support the Corporate Security functional area to safeguard company's premises, assets, employees, visitors, guard entrances, and exits to prevent theft, vandalism, intrusion, or natural hazards; control vehicular and pedestrian access to the facility in compliance with established procedures
• Perform routine customer support, operational and security tasks, patrol, and police premises to protect property and personnel
• Complete required daily logs and reports
• Respond to and resolve alarm system maintenance needs and security situations that arise in the workplace
• Interact with other security guards, internal and external customers, Security Response Center analysts, and vendors in support of basic security responsibilities; and work closely with internal groups to ensure escalation guidelines are followed according to written procedures; and escalate questions not directly addressed by written procedures to the escalation person or groups set forth in the procedures
• Provide quality customer service while enforcing written procedures
• Regularly receive direction from Corporate Security agents and supervisor
• Initiate work orders, facilitate equipment repairs with vendors, and document the resolution process

Required Qualifications:

• 6+ months of Corporate Security, surveillance and alarm experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
• Valid Arizona State CCW Permit
• 21+ years of age

Desired Qualifications:

• Valid AZ armed guard card
• Experience with Access Control Systems and CCTV Monitor
• Possess a CPR / First Aid Certification
• Basic Microsoft Office skills
• Customer service experience

Job Expectations:

• Ability to work in a Wells Fargo office location as assigned by Wells Fargo
• Must be able to occasionally lift up to 50 pounds
• Must be able to ascend and descend stairs
• Ability to stand for up to 4 hours
• Must have eyesight corrected to 20/20 and no uncorrectable hearing impairment
• Must successfully complete all mandatory firearms training; although actual requirement to carry firearms may vary by jurisdiction
• Must be able to obtain and maintain CPR/First Aid certification

Currently Mon - Fri 12PM - 8PM. Scghedule changes every 6mo to ensure Cash Vault coverage from 4AM - 12AM.

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Participate in research, assessment, and documentation of matters relating to the business’ policy and regulatory adherence, risk mitigation, or control efforts; identify patterns and trends and looks for opportunities for procedural or control improvements within area of focus

• Conduct assessments and analysis of basic business or operational outcomes, systems of record, technical assignments, documentation, procedures, or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment to guide completion of medium risk deliverables

• Present concise and well-articulated findings and recommendations, including rationale, to facilitate resolution of identified matters; exercise independent judgment while developing expertise in the risk mitigation or control activities of the business

• Engage in additional research and studies to enhance regulatory knowledge

• Collaborate and consult with colleagues, internal partners, and other business stakeholders to provide feedback, credibly challenge issues, and calibrate, as needed, to ensure alignment, consistency, and accuracy across groups

• Participate in cross-organizational or internal operational initiatives and improvement efforts

Required Qualifications:

• 2+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with Financial Crimes​

• CAMS or Wells Fargo AML Sanctions Credentials Program Certified (WFAMSC)

• Industry knowledge or subject matter expertise with cannabis and/or bearer shares

• Strong writing skills with an ability to effectively document financial crimes risk, mitigating factors and provide a risk determination

• Experience with Anti-Money Laundering (AML)/Bank Secrecy Act (BSA)

• Experience with Suspicious Activity Report (SAR) or Unusual Activity Report (UAR) review and writing

• Experience in conducting investigative research, root cause analysis and consulting on transactions, suspicious situations, policy violations, referrals, customers, and related parties that present moderate to high risk, or complexity

• Experience in reviewing and analyzing findings to determine level of risk

• Ability to apply knowledge and independent judgement in various risk management practices

• Experience in preparing appropriate documentation and reporting to management

• Experience in assisting with writing corrective action plans and assist in managing change to prevent and mitigate risk

• Ability to apply knowledge and independent judgement in various risk management practices

• Knowledge and understanding of process flow or procedure

• Ability to coordinate completion of multiple tasks and meet time frames

• Ability to prioritize work, meet deadlines, achieve goals, and work in a complex environment

• Intermediate Microsoft Office Outlook, Word, and Excel

• Clear and concise written and verbal communication skills

• Experience in informing peers, line of business and other partners on findings

Posting Locations:

• 800 S Jordan Creek Parkway, West Des Moines, IA 50266

• 300 Highway 169 S Saint Louis Park, MN

• 1150 W. Washington St. Tempe, AZ

• 1525 W WT Harris Blvd. Charlotte, NC

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.

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

Posting Locations:

• 64 East Broadway Rd 100,Tempe AZ
• 5151 N 44th St, Phoenix AZ
• 6770 E Camelback Rd, Scottsdale AZ
• 8675 Noth Scottsdale Rd, Scottsdale AZ
• 6015 N Scottsdale Rd, Scottsdale AZ
• 5120 S Lakeshore Dr, Tempe AZ
• 1530 N Scottsdale Rd, Scottsdale AZ

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:

• Be responsible for a complex portfolio of customers

• Share leadership role with managers to oversee a portfolio of accounts

• Identify opportunity for process improvements within the portfolio

• Review and analyze the decision process for customer accounts

• Evaluate the profitability and risk of designated portfolio

• Verify compliance and report identified issues for resolution

• Present recommendations to resolve and exercise independent judgment

• Develop expertise in the policies, procedures, and compliance requirements

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

• Interact with internal and external customer

• Receive direction from leaders

• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• Customer service experience

• Knowledge and understanding of financial services or call center environment

• Ability to manage initiatives involving process improvements

• Ability to provide leadership by coaching, training, and mentoring

• Problem solving skills

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 moderately complex initiatives and deliverables within business and contribute to large-scale, cross-functional planning related to mitigation of current and emerging business risk issues and concerns
• Assess, analyze, and design moderately complex controls, protocols, and approaches with respect to risk mitigation and the control environment, including ensuring effective planning for sustainability, ongoing control adherence, reporting, measurement, technology impacts, and monitoring
• Independently make decisions and resolve moderately complex issues while leveraging solid understanding of the business’s functional area or products, operations, and regulatory environment; facilitate decision-making and issue resolution, and support implementation of developed solutions and plans; lead peers and key business partners to meet deliverables and drive new initiatives
• Collaborate and consult with peers, colleagues, and mid-level managers to address current and emerging risks associated with business activities and operations, and provide guidance or support in interpreting, developing, and implementing risk-mitigating strategies
• Partner with peers and the business in interactions with external parties to support appropriateness and timeliness of response, and effectiveness of communications and materials
• May serve as a mentoror subject matter expertfor lower-level staff
• Perform secondary reviews of customized due diligence risk assessments
• Conduct customer risk reviews and approvals on customized due diligence assessments

Required Qualifications:

• 4+ years of risk management, business controls, quality assurance, business operations, compliance, or process experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with Financial Crimes​
• CAMS or Wells Fargo AML Sanctions Credentials Program Certified (WFAMSC)
• Industry knowledge or subject matter expertise with cannabis,professional service providers, or bearer shares.
• Strong writing skills with an ability to effectively document financial crimes risk, mitigating factors and provide a risk determination
• Experience with Anti-Money Laundering (AML)/Bank Secrecy Act (BSA)
• Experience with Suspicious Activity Report (SAR) or Unusual Activity Report (UAR) review and writing
• Experience in conducting investigative research, root cause analysis and consulting on transactions, suspicious situations, policy violations, referrals, customers, and related parties that present moderate to high risk, or complexity
• Experience in reviewing and analyzing findings to determine level of risk
• Ability to apply knowledge and independent judgement in various risk management practices
• Experience in preparing appropriate documentation and reporting to management
• Experience in assisting with writing corrective action plans and assist in managing change to prevent and mitigate risk
• Knowledge and understanding of process flow or procedure
• Ability to coordinate completion of multiple tasks and meet time frames
• Ability to prioritize work, meet deadlines, achieve goals, and work under in a complex environment
• Intermediate Microsoft Office Outlook, Word, and Excel
• Clear and concise written and verbal communication skills
• Experience in informing peers, line of business and other partners on findings
• Experience in audit, testing and/or quality assurance.

Job Expectations:

• This position offers a hybrid work schedule
• Willingness to work on-site at the posted location
• Visa sponsorship is not available for this position

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:

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

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

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

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

• Interact with customers to demonstrate care and build relationships

• Provide appropriate options for bank products and services to customer

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

• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

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

Desired Qualifications:

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

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

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

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

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

• Experience fostering and developing strong customer relationships

• Ability to build strong relationships with internal partners

• Ability to follow policies, procedures, and regulations

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

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

• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting

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

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

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

Job Expectations:

• Ability to work a schedule that may include most Saturdays

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

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

• This position is not eligible for Visa sponsorship

• 12516 TOTEM LAKE BOULEVARD NE
  KIRKLAND, WASHINGTON 98034
  United States of America

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:

• Support internal and external customers with inquiries and complaints regarding financial products and services
• Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
• Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
• Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
• Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
• Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly

Schedule:

• Monday-Friday 1:00pm-5:00pm PST
• Schedule subject to change based on business needs

Training:

• You will receive in-depth on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
• Training will be for 2-4 weeks. Training hours are 1:00 p.m. – 5:00 p.m. Monday – Friday PST. You are required to attend the full duration of this paid 2-4 weeks of training.
• We’re open from Monday - Friday, 8:00 am -8:00 pm. Your regular work schedule will be based on business need and may include working at least one weekend day and some holidays.

Required Qualifications:

• 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Previous experience in working in a fast-paced call center environment
• Ability to read and interpret legal documents
• Ability to identify potential operational issues and legal risks
• Ability to achieve high production and quality standards
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Risk and regulatory compliance experience
• Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
• Ability to work in a fast-paced deadline driven environment

Posting Location:

• 1305 W 23rd St. - Tempe, Arizona 85282

Job Expectations:

• This position offers a hybrid work schedule
• Ability to work on-site at the posted work location

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.