דרושים Business Relationship Manager ב-United States, California, Downey
Wells Fargo Senior Small Business Banking Relationship Manager LO United States, California, Downey
- In this role, you will:
- Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
- Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
- Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
- Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
- Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
- Engage in prospect activities and employ contact strategies focused on generating new small business relationships
- Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
- This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
- 3+ years of experience in business-to-business sales
- Strong knowledge of deposit and cash management products and services
- Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
- Ability to balances needs of clients with associated risks and interests of Wells Fargo
- Established network in the local market
- Knowledge and understanding of financial services industry
- Excellent verbal, written, and interpersonal communication skills
- Intermediate Microsoft Office skills
Job Expectations:
- Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
- 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
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
משרות נוספות שיכולות לעניין אותך
Wells Fargo Branch Small Business Banker SAFE United States, California, Downey
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.
Posting Location :
- 8345 E Firestone Blvd,DOWNEY, CA 90241
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
משרות נוספות שיכולות לעניין אותך
JPMorgan Business Relationship Manager II - Assistant Vice President United States, California, Downey
As a Business Relationship Manager II (BRM) in Business Banking, you’ll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice. You’ll manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Responsibilities
- Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
- Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
- Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
- Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
- Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
- Minimum of 3 years’ experience in a Business Banking Relationship Management role or related business lending experience
- General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
- Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
- Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
- Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
- Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
- Bachelor’s degree in Finance or related field or equivalent work experience
- Strong current business network
FEDERAL DEPOSIT INSURANCE ACT:
משרות נוספות שיכולות לעניין אותך
Bank Of America Business Solutions Advisor - Firestone-Woodruff Financial Ce... United States, California, Downey
Job Description:
Job Description:
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
Required Qualifications:
- 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 Spanish 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
Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
Bank Of America Financial Center Assistant Manager - Firestone-Woodruff United States, California, Downey
This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.
• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
- Can interpret performance results, find opportunities to drive success and hold others accountable to results
- Can be flexible to work weekends and/or extended hours as needed
- Bilingual Spanish
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions
- Experience in mortgage, retail and/or hospitality
- Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving
High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
Citi Group Wealth Relationship Manager - Downey CA United States, California, Downey
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.
Responsibilities:
- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
- Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
- With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
- Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
- Master referral opportunities to growportfolio.
- Proactively source, acquire and expand high value customer relationship by maximizing sale and serviceopportunities.
- Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
- Organize client events to enhance clientbonding.
- Acquire new clients through converting referralleads
- Manage client follow-up and adhere to all Regulatory and Compliance operatingprocedures.
- Ensure that KYC/AML and other compliance norms are strictly adhered.
- Partner with all roles on branch team to ensure all clients have a positive in-branchexperience.
- Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 5-8 years ofexperience.
- Strong analytical and financialskills.
- Strong verbal and written communicationskills.
- Organized with strong attention todetails.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience usingMoney Guide Pro, orNaviPlan Select, or similar financial planning software preferred.
- Basic understanding of investment and financial planning strategiespreferred.
- Must be a self-starter, problem solver and a goal-oriented team player able to work withoutdirection.
- Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
- Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
- InsuranceGroup 1 required.
- Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
- This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education:
- Bachelor's/University degree or equivalent
Anticipated Posting Close Date:
משרות נוספות שיכולות לעניין אותך
- In this role, you will:
- Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
- Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
- Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
- Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
- Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
- Engage in prospect activities and employ contact strategies focused on generating new small business relationships
- Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
- This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
- 3+ years of experience in business-to-business sales
- Strong knowledge of deposit and cash management products and services
- Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
- Ability to balances needs of clients with associated risks and interests of Wells Fargo
- Established network in the local market
- Knowledge and understanding of financial services industry
- Excellent verbal, written, and interpersonal communication skills
- Intermediate Microsoft Office skills
Job Expectations:
- Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
- 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
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
משרות נוספות שיכולות לעניין אותך
