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דרושים Senior Analyst ב-United States, Florida, Fort Lauderdale

ממשו את הפוטנציאל שלכם בתעשיית ההייטק עם אקספוינט! חפשו הזדמנויות עבודה בתור Senior Analyst בUnited States, Florida, Fort Lauderdale והצטרפו לעוד אלפים שכבר מצאו עבודה בחברות המובילות. התחילו את המסע שלכם עוד היום ומצאו את הקריירה האידיאלית עבורכם בתור Senior Analyst עם אקספוינט.
חברה
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
Florida
Fort Lauderdale
נמצאו 21 משרות
15.09.2025
WF

Wells Fargo Senior Branch Premier Banker - Las Olas Centre-Ft Lauderdale United States, Florida, Fort Lauderdale

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

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
08.09.2025
JPM

JPMorgan Senior Home Lending Advisor - North Palm Beach FL United States, Florida, Fort Lauderdale

Limitless High-tech career opportunities - Expoint
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products...
תיאור:

Job Profile:

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job responsibilities

  • Coaches and mentors the branch team by providing training on products and services.
  • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
  • Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
  • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
  • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances

Required qualifications, capabilities, and skills

  • Minimum three years of mortgage lending and proven sales experience in retail banking
  • Knowledge of real estate market in local area
  • Excellent written and oral communication skills
  • Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

  • FHA/VA sales experience
  • Marketing, promoting, relationship building, and consulting skills
  • Intermediate PC skills in a Windows environment
  • Bachelor's degree or equivalent work experience in sales and/or real estate

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Show more

משרות נוספות שיכולות לעניין אותך

31.08.2025
T

Truist Investment Analyst United States, Florida, Fort Lauderdale

Limitless High-tech career opportunities - Expoint
Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions for individuals and families. Make proactive recommendations to Investment Managers and/or clients. Responsible, along with Investment Managers, for daily trading...
תיאור:

Regular or Temporary:

English (Required)

1st shift (United States of America)The Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. The Investment Analyst will typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 - $2 billion and revenue responsibility averaging $7.5 - $10 million.


Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

The investment team is a critical partner in new business development and acts as a primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of complex outside portfolios and presentation preparation.

  • Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions for individuals and families.

  • Make proactive recommendations to Investment Managers and/or clients.

  • Responsible, along with Investment Managers, for daily trading activities in discretionary, non-discretionary, and trust-based portfolios and is responsible for adhering to and documenting compliance with Truist, and relevant regulatory policies and procedures.

  • Work with Investment Managers and compliance to monitor client portfolios relative to their investment policy statement and work with the team to identify and address variances.

  • Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client’s unique situation.

  • Develop and advise on investment recommendations and help transition new clients into a collaborative and on-going portfolio management and client communication cycle.

  • Prepare regular investment reviews for existing clients, recommend, establish, monitor, and adjust, as necessary, investment strategies and solutions designed to achieve the client’s goals.

  • Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates.

  • Actively engaged in risk management.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s degree in Business or a related field, or equivalent education and related training. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 120 days from their Start Date to acquire all of the registrations and licenses required for this position.

  • Demonstrated understanding of the fundamentals of finance and investment theory.

  • Possesses presentation skills as well as oral and written communication skills.

  • 2+ years of investment management / trading or related experience.

  • Ability to work on complex projects with minimal supervision.

Preferred Qualifications:

  • Chartered Financial Analyst (CFA) certification [or progress towards CFA]

  • MBA [or progress towards MBA]

  • Additional Professional Designations such as CFP®, CIMA, CAIA

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משרות נוספות שיכולות לעניין אותך

19.08.2025
JPM

JPMorgan Senior Home Lending Advisor - Fort Myers United States, Florida, Fort Myers

Limitless High-tech career opportunities - Expoint
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products...
תיאור:

Job Profile:

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job responsibilities

  • Coaches and mentors the branch team by providing training on products and services.
  • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
  • Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
  • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
  • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances

Required qualifications, capabilities, and skills

  • Minimum three years of mortgage lending and proven sales experience in retail banking
  • Knowledge of real estate market in local area
  • Excellent written and oral communication skills
  • Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

  • FHA/VA sales experience
  • Marketing, promoting, relationship building, and consulting skills
  • Intermediate PC skills in a Windows environment
  • Bachelor's degree or equivalent work experience in sales and/or real estate

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Show more

משרות נוספות שיכולות לעניין אותך

19.08.2025
JPM

JPMorgan Senior Home Lending Advisor - Fort Myers FL Del Prado Coral ... United States, Florida, Fort Myers

Limitless High-tech career opportunities - Expoint
Optimise performance across key operational KPI’s, financials and people metrics, while smashing team goals. Work collaboratively with the relevant teams to continuously improve operational and business performance, as well as...
תיאור:

As a People Lead Fraud - Customer Contact (all genders) within our Fraud Team you will be leading a team to combat fraudulent activities, ensuring exceptional service delivery, promoting continuous improvement, and ensuring compliance with regulatory requirements. This role offers an opportunity to significantly impact the fight against fraud in a positive and rewarding work environment. Your expertise in digital business policies, processes, products, and solutions will be vital as you drive continuous improvement and deliver exceptional service across all platforms and functions. Ensuring compliance with regulatory requirements is of utmost importance, making your role instrumental in safeguarding our customers and the company from fraudulent activities.

Job responsibilities

  • Optimise performance across key operational KPI’s, financials and people metrics, while smashing team goals.
  • Work collaboratively with the relevant teams to continuously improve operational and business performance, as well as optimise both the customer and employee experience.
  • Lead the Fraud team, setting a strong example of customer orientation and fostering a culture of "Right First Time".
  • Ensure operational excellence, consistency, and transparency in customer experience, as well as delivering exceptional service.
  • Act as a subject matter expert in digital banking policies and solutions, collaborating with cross-functional teams to develop top-notch customer experiences.
  • Drive performance improvement, providing coaching and mentoring to team members while championing process and product enhancements.
  • Collaborate with global teams to maintain exceptional service levels and compliance with regulatory requirements.

Required qualifications, capabilities, and skills

  • Leadership experience in managing teams and processes in the financial service industries.
  • Digital expertise across various platforms and media.
  • Familiarity with digital banking platforms, payment systems, and financial technologies is necessary to understand potential vulnerabilities and fraud trends.
  • Ability to thrive in an ambiguous work environment while advocating risk management, compliance, and outstanding customer experiences.
  • Knowledge of key compliance frameworks and regulations such as AML, KYC, PEPS, etc..
  • Ability to understand and research customer behavior and share knowledge with further teams and peers.
  • Excellent communication fluency in German and English.

Preferred qualifications, capabilities and skills

  • Previous experience working within Banking/Financial Service institution in a fraud related role.
  • Experience in identifying fraud and related financial crime risks and take the appropriate steps to mitigate these risks.
  • Knowledge of the German regulatory framework and best practices regarding fraud prevention.
  • Change management proficiency, taking ownership of processes and products for colleagues and customers.
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משרות נוספות שיכולות לעניין אותך

09.07.2025
WF

Wells Fargo Senior Commercial Banking Portfolio Manager United States, Florida, Fort Lauderdale

Limitless High-tech career opportunities - Expoint
Actively manage, maintain, and grow an Investment Real Estate portfolio including underwriting, origination, documentation and on-going monitoring; all in adherence with applicable credit policies, procedures and compliance requirements. Work with...
תיאור:

It all begins with outstanding talent. It all begins with you.

About this role:

with a focus on Investment Real Estate

In this role, you will:

  • Actively manage, maintain, and grow an Investment Real Estate portfolio including underwriting, origination, documentation and on-going monitoring; all in adherence with applicable credit policies, procedures and compliance requirements

  • Work with clients and prospects to understand complex credit needs and represent the bank in developing and maintaining client relationships

  • Provide recommendations and write credit reports based on analysis of historical and projected financial performance, assessment of key risks and mitigants, management strength, and structural considerations.

  • Identify opportunity for process improvements within scope of responsibilities or functional area

  • Collaborate and consult with senior management, functional colleagues, internal partners, and stakeholders

  • Train and mentor analysts and junior portfolio managers

Required Qualifications:

  • 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • 4+ years of underwriting experience including Investment Real Estate, advanced commercial or specialty group credit

  • Bachelor’s Degree and/or Master’s Degree in Business, Accounting, or Finance

  • Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner

  • Microsoft Excel experience including financial modeling

  • Ability to work effectively, as well as independently, in a team environment

  • Strong risk management and compliance skills

  • Solid knowledge and understanding of credit policy, loan servicing, and group underwriting requirements

  • Experience negotiating interest rates, price, terms, and collateral requirements

  • Knowledge and understanding of commercial and specialty group banking products and services

  • Excellent verbal, written, and interpersonal skills

  • Strong analytical skills with high attention to detail and accuracy

Job Expectations:

  • Ability to work a hybrid work schedule 4 days in office, 1 day remote

  • Ability to travel up to 10% of the time

  • Position can report to any of the posted locations

  • No Visa Sponsorship available

  • 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

Job Locations:

  • 350 E Las Olas Blvd., Fort Lauderdale, FL
  • 1 Independent Dr., Jacksonville, FL
  • 100 S Ashley Dr., Tampa,FL
  • 171 17th St NW Bldg 100, Atlanta, GA
  • 550 S Tryon St Charlotte, NC
  • 1901 6th Ave N., Birmingham, AL

12 Jul 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

27.06.2025
J

Jacobs Senior Project Manager Water/Wastewater United States, Florida, Fort Lauderdale

Limitless High-tech career opportunities - Expoint
Lead with innovation and expertise, guiding multidisciplinary teams through the intricacies of project lifecycle management, ensuring every initiative meets its designated targets for scope, schedule, budget, and beyond. Champion excellence...
תיאור:
Your impact

Here’s what you will be doing

  • Lead with innovation and expertise, guiding multidisciplinary teams through the intricacies of project lifecycle management, ensuring every initiative meets its designated targets for scope, schedule, budget, and beyond.
  • Champion excellence and client satisfaction, delivering projects that not only meet but exceed expectations, all while adhering to Jacobs' stringent standards for health, safety, quality, and risk management.
  • Ignite growth and opportunity, leveraging your strategic insight to secure new contracts through compelling proposals, engaging presentations, and effective negotiations, all founded on deep market understanding and client needs.
  • Contribute to the development of a Florida Market Action Plan that delivers leading-edge technology solutions for our clients while also actively diversifying and expanding our client base.
  • Demonstrate leadership by example with integrity and candor and by “living inclusion” in support of a work environment that celebrates inclusion and diversity (a culture we call TogetherBeyond℠).
  • Lead the development, maintenance, and advancement of your client's relationship. This will include developing the strategy of the account, help determine which opportunities to pursue, own the Go/No-Go process, and influence the win strategy.

Specific tasks will include

  • Lead a multiple-disciplinary team in delivering projects that exceed client expectations while managing the budget and meeting gross margin goals.
  • Driving growth with your client, working closely with the project team for overall client satisfaction from client relationship through final project delivery.
  • Leading key pursuit activities during opening, middle, and end game, working closely with sales operations.
  • Building relationships with your client through face-to-face meetings and participating in professional events.
  • Leading internal coordination through working directly with the sales team on overall client strategy, with Operations for project delivery, and coordination on pursuits with sales operations (cost, risk), and with legal regarding contracting.
  • Obtaining and distilling feedback and other indicators that may influence middle game actions.
Show more

משרות נוספות שיכולות לעניין אותך

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

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.

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תכננו את מהלך הקריירה הבא שלכם בתעשיית ההייטק עם אקספוינט! הפלטפורמה שלנו מציעה מגוון רחב של משרות Senior Analyst באזור United States, Florida, Fort Lauderdale, ומעניקה לכם גישה לחברות הטובות ביותר בתחום. בין אם אתם מחפשים אתגר חדש או שינוי נוף, אקספוינט תקל על מציאת התאמת העבודה המושלמת עבורכם. עם מנוע החיפוש הקל לשימוש שלנו, תוכלו למצוא במהירות הזדמנויות עבודה ולחבור לחברות מובילות. הירשמו היום ועשו את הצעד הבא בקריירת ההיי-טק שלכם עם Expoint.