דרושים Business Advisor ב-United States, California, Concord

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Qualifications:

• Bilingual Spanish required
• Has demonstrated experience and proven success with business-to-business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.

Desired Qualifications:​

• Experience with financial information, spreadsheets and financial skills.
• Experience with in-person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• A working knowledge of small business products and services.
• Bilingual skills.

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

FDIC; Safe Act; Loan Originators

High School Diploma / GED / Secondary School or equivalent

About this role:

As a Senior Technology Business Systems Consultant, you will assist in the modernization of processes, products and systems.This person will be supporting the ServiceNow Service Catalog.

In this role, you will:

• Lead or participate in providing technology initiatives for simple to moderately complex business problems within technology business systems

• Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements

• Evaluate moderately complex business, operational, or technical challenges that require an in-depth evaluation of planning and direction conducted to resolve complex business problems

• Partner with business and technology teams to evaluate moderately complex business problems and lead a team to provide comprehensive technological solutions

• Act as an internal consultant within technology and business groups by using quality tools and process definition or improvement to re-engineer technical processes

• Collaborate and consult with business and technology teams to evaluate and resolve issues in order to provide technological solutions and manage both project schedules and deliverables

• Coordinate communication and information flow between business and technology teams

Required Qualifications:

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

• 2+ years of ServiceNow experience

• 1+ year of Jira experience

Desired Qualifications:

• 2+ years of ServiceNow Service Catalog preferred

• Ability to communicate confidently and professionally

• Ability to communicate effectively, in both written and verbal formats

• Ability to negotiate, influence, and collaborate to build successful relationships and business outcomes

• Strong analytical skills

• Strong time management skills including the ability to handle multiple deliverables concurrently

Job Expectations:

• This position offers a hybrid work schedule (onsite work is expected in listed location)

• This position is expected to work after hours and weekends on an as needed basis

• This position is not eligible for Visa sponsorship

• Relocation assistance 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:

• Lead, manage and develop a team of branch managers to ensure an exceptional customer and team experience, manage risk, and support growth across multiple branch locations
• Identify and recommend process improvement opportunities to partners by ensuring that colleagues are aligned with applicable regulations, policy and procedure requirements, operational expectations, audit, and escalation processes
• Determine appropriate strategies and actions of the regional banking team to meet the regional branch objectives
• Interpret and deploy branch performance objectives, and lead transformational changes in the region
• Collaborate with partners, peers, and other leaders to understand the trends in the business and execute strategies in alignment with internal goals while managing risk
• Manage allocation of people and financial resources for Regional Banking
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• Experience leading the execution of business strategies to support an excellent customer experience, high performing teams and growth in the business
• Management experience including hiring, coaching, and developing direct reports
• Ability to effectively manage managers
• Experience managing business units in multiple locations
• Strong analytical skills with high attention to detail and accuracy
• Experience building and maintaining effective relationships with customers and internal partners
• Excellent verbal, written, and interpersonal communication skills
• Ability to effectively network and represent Wells Fargo within the community
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to interact with integrity and professionalism with customer and team members
• Ability to effectively manage time and competing priorities, exercise independent judgment, and use critical thinking skills
• Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking options
• Experience in identifying and managing regulatory compliance and risk
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadershipreporting
• Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team
• Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Ability to travel up to 50% of the time
• This position is not eligible for Visa sponsorship

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.