דרושים Business Relationship Manager ב-United States, Idaho, Boise

What We Offer

Ensures that specific project and program objectives are defined for areas of responsibility, and that necessary preliminary activities (e.g., determination of outcomes, milestones, viability studies, and resource planning, among others) are completed to allow for effectiveness and focus during later stages of completion.

Ensures that all projects and programs assigned are completed in accordance with predetermined requirements, with specific attention to product/process specifications, project/program costs, resource utilization, and timeliness for completion.

Ensures that all phases of project, program and/or process development are documented, and that information required in other functional areas is reported, disseminated, or transferred, as appropriate to global sites in account.

Strong analytical and program solving skills, excellent communication and interpersonal skills, proficiency in data analysis tools and software.

Perform BKM’s assisted and uses knowledge management systems. Follows all IP guidelines.

Functional Knowledge

• Regarded as the technical expert in their field.
• Demonstrates in-depth and/or breadth of expertise in own discipline and broad knowledge of other disciplines within the function.

Data Analysis

• Analyze data to identify trends, issues and opportunities
• Create reports, dashboards and visualizations to help stakeholders understand business performance
• Communicate findings & recommendations to stakeholders and other departments
• Propose solutions to improve business processes and operations

Business Expertise

• Anticipates business and regulatory issues; recommends product, process, or service improvements.

Leadership

• Leads projects with notable risk and complexity; develops and/or supports the strategy for project execution.

Problem Solving

• Solves unique and complex problems with broad impact on the business; requires conceptual and innovative thinking to develop solutions.

Impact

• Impacts the direction and resource allocation for program, project or services; works within general functional policies and industry guidelines.

Interpersonal Skills

• Communicates complex ideas, anticipates potential objections, and persuades internal and external stakeholders (middle / senior levels), to adopt a different point of view.
• Negotiates with middle / senior management and customers to influence decisions.

Qualifications

• Education: Bachelor’s Degree
• Technical Skills: Proficient in Microsoft Office (PowerPoint, Excel, Outlook, SharePoint),Data Visualization tools (Tableau, PowerBI)
• Certifications:PMI, Six Sigma
• Languages: English
• Years of Experience: 5 – 7 years of project management
• Work Experience: 7 – 10 years of semiconductor industry expertise

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• 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 new and existing clients based on their needs

• Communicates effectively and confidently and is comfortable engaging all clients

• Has the ability to learn and adapt to new information and technology platforms

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)

• 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

• Efficiently manages time and capacity

• Focuses on results while acting in the best interest of the client

• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance​

• Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals

• Six months of cash handling experience

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

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

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

• 877 W Main StBOISE, ID 83702
• 7700 Fairview AveBOISE, ID 83704
• 3150 N Five Mile RdBOISE, ID 83713
• 6788 Glenwood StBOISE, ID 83703
• 4594 N Eagle RdBOISE, ID 83713
• 1682 N Main StMERIDIAN, ID 83642

Wells Fargo Recruitment and Hiring Requirements:

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

What You Will Do

• Control project requirements, scope, and change management issues

• Determine, monitor, and review all project economics to include costs, operational budgets, staffing requirements, resources, and risk

• Ensure adherence to legally binding requirements

• Facilitate development of recommended project control solutions to be used for planning, scheduling, and tracking projects through integration of various project management tools

• Manage project forecast projections to both client and internally within Red Hat

• Work with management on project proposals, bids, contracts, estimates, and schedules and contribute to project estimation process

• Plan, schedule, monitor, and report on activities related to the project, including subcontractor monitoring

• Establish appropriate metrics for measuring key project criteria

• Develop project control and reporting procedures and manage changes in operational plan

• Undertake status review meetings among project team members and clients

• Integrate and use specific industry PM and technical delivery methodologies (e.g. PM methodologies based on Agile, Red Hat Services Project Management Methodology, Systems/Software Development, Product Development)

• Assist in the training of the project team on application of appropriate procedures and motivate team members to accomplish project goals, meet established schedules and resolve technical and operational issues

• Maintain awareness on emerging technologies and Project Management techniques

• Travel to work alongside regional accounts and service provider partners in person

What You Will Bring

• 3-5 years of relevant program and project management experience; preferably managing large, complex enterprise IT projects

• Experience using various project management and agile tools, frameworks, and methodologies

• Track record of successfully managing projects from inception to closure

• Experience with establishing and contributing to process improvements

• Experience in dealing with projects and multicultural and multidisciplinary teams

• Ability to work effectively across a widely diverse management team, as well as a broad spectrum of internal and external partners

• Exceptional written and verbal communication skills, inclusive of the ability to communicate and integrate with executive level customer personas

• Solid organizational skills and attention to detail; ability to handle multiple priorities in a fast-paced environment

• Healthy balance of business and technical background

• Ability to articulate the Project Management value proposition and be an evangelist for the Red Hat Services PM methodology and techniques

• Bachelor's degree in a related field or equivalent experience

• Scrum master, lean, product management, and project management certifications and computer science training are a plus

• Experience with and knowledge of open source software technologies preferred

• Ability to travel frequently to work alongside customers and visit customer sites - up to 75% annually

The salary range for this position is $105,860.00 - $169,340.00. Actual offer will be based on your qualifications.

Pay Transparency

● Comprehensive medical, dental, and vision coverage

● Flexible Spending Account - healthcare and dependent care

● Health Savings Account - high deductible medical plan

● Retirement 401(k) with employer match

● Paid time off and holidays

● Paid parental leave plans for all new parents

● Leave benefits including disability, paid family medical leave, and paid military leave