דרושים Banking Consultant ב-United States, Missouri, Saint Louis

About this Role:

Wells Fargo is seeking ato join the
This high-impact role blends strategic initiative leadership with oversight of pricing and agreements functions. You will administer advisor incentive programs, manage a $100M+ working capital loan facility for advisors, and ensure supervisory controls for accurate financial operations. You will also lead select strategic projects that enhance FiNet’s value proposition in the independent advisor marketplace.

In this role, you will:

• Administer and manage FiNet incentive programs and working capital loan program

• Lead strategic initiatives that drive growth, efficiency, and advisor satisfaction

• Ensure compliance and accuracy in financial transactions and agreement documentation

• Partner with internal stakeholders to implement business strategies

• Analyze data and performance metrics to identify opportunities and recommend solutions

• Develop and maintain supervisory controls and reporting mechanisms

• Present findings and recommendations to senior leadership and cross-functional teams

• Multitask effectively across diverse topics—from initiative execution to pricing analysis to conversations with advisors

• Adapt quickly to shifting priorities and business needs in a dynamic environment

• Mentor junior team members and contribute to a collaborative team culture

Required Qualifications:

• 5+ years of experience in Business Execution, Implementation, or Strategic Planning (or equivalent experience through work, training, military service, or education)

DesiredQualifications:

• Experience in financial services, wealth management, or independent financial advisory practices

• Proven ability to lead cross-functional initiatives and manage complex projects

• Strong understanding of incentive programs and pricing models

• Excellent analytical, problem-solving, and decision-making skills

• Strong communication and presentation abilities with senior stakeholders

• Proficiency in Excel, PowerPoint, and data visualization tools

• Familiarity with regulatory and compliance standards in financial services

• Demonstrated ability to shift seamlessly between strategic thinking, operational execution, and stakeholder engagement

Job Expectations:

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

Job Location:

• 2801 Market St. Saint Louis, MO 63103

• 90 S 7th St. Minneapolis, MN 55402

• 550 S Tryon St. Charlotte, NC 28202

• 150 E 42nd St. New York, NY 10017

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Recruit and hire new Domain Consultants into the team, hiring the best talent in the industry
• Work with your peers to develop a Domain Consultant training curriculum
• Mentor, train, and review Domain Consultants on your team, keeping them engaged and successful in their careers
• Develop relationships with the Solutions Consultant Managers and their teams to ensure full technology coverage in key opportunities
• Lead your team to innovate and iterate to drive high technical validation and PoC win rates for Cortex solutions, while reducing technical validation and PoC timelines
• Provide effective technical leadership in customer interactions to include sharing security operations trends and standard methodologies employed by other customers to actively be part of the selling process
• Provide Domain Consultant expertise and fill in for existing team members if there is a resource conflict or vacation coverage challenge
• Present to customers as our expert in your area at all levels in the customer hierarchy from technician to CIO
• Lead conversations focused on industry trends and emerging changes to the security landscape
• Discuss competitor offerings in the marketplace and positions ours as the best solution
• Support your team in documenting HLD (High Level Design) and key use cases to ensure proper implementation and value realization of Palo Alto Networks solutions
• Review and guide your team’s technical validation plans including POV (proof of value) test plans and customer readiness/requirements
• Build and maintain relationships with key customers to solidify reference accounts and to assist the account teams with defining plans to drive more business
• Act as an escalation point for pre-sales and collaborate with post-sales teams for issues that arise
• Work with product teams to build requirements and roadmap development plans for our Cortex customers
• Maintain an understanding of competitor selling strategies and technologies
• Up to 50% travel within assigned region

Your Experience

• Experience leading customer-facing pre-sales engineering or solutions architect teams
• 5+ years experience in sales engineering within SIEM, SOAR, SOC, and/or endpoint environments
• Industry knowledge of security operations market trends and awareness of our roadmap and technology development efforts
• Experience delivering comprehensive security solutions
• Strong communication (written and verbal) and presentation skills
• Experience in leading large teams, allocating resources, managing engagements and resource efficiency
• Proficient in English

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $224000/YR - $308000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

All your information will be kept confidential according to EEO guidelines.

Job Responsibilities:

• Complete in-depth analysis of interactions to assess whether "good" outcomes have been achieved.
• Conduct analysis using complaint data
• Understand end-user needs and influence product maintenance and development.
• Support the creation and delivery of reports.
• Evaluate conduct risks and identify opportunities for improvement.
• Partner with Operations and Product teams to drive change.

Required Qualifications, Capabilities, and Skills:

• Experience in the financial industry, preferably in outcomes testing, RCA, or QA roles.
• Ability to manage own workload and deliverables.
• Skilled in simplifying complex findings.
• Strong problem-solving aptitude and idea generation, with the ability to go from conceptualization to execution.
• Strong interpersonal skills with the ability to forge meaningful relationships with key stakeholders.
• Excellent oral and written communication and presentation skills, adaptable for different audiences.
• Effective organizational and project management skills.

Preferred Qualifications, Capabilities, and Skills:

• Experience in influencing product development and maintenance.
• Proven track record in evaluating conduct risks and driving improvements.
• Ability to work collaboratively with cross-functional teams.

In this role you will:

• Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Receive direction from managers and exercises judgment within defined policies and procedures
• Escalate questions and issues to more experienced roles
• Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
• Identify information and services to meet customers financial needs

Required Qualifications:

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

Desired Qualifications:

• 6+ months of experience interacting with people, demonstrated through work, military, or education
• Customer service focus with experience handling complex transactions across multiple systems
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and team members
• Experience working with others on a team to meet customer needs
• Cash handling experience
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Well-organized, independent and able to prioritize in a fast-paced environment
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• This position is not eligible for Visa sponsorship

• 9580 Regency Square Blvd
  JACKSONVILLE, FL 32225-8158
  

Wells Fargo Recruitment and Hiring Requirements:

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

• Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
• With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
• Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
• Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
• Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
• As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Refer to the

As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients. In your role as a Banker Associate, you will be instrumental in helping us cover new prospects, deepen existing client relationships, complete portfolio reviews, and build market share. You will promote both internal and external client dialogue, and will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. As a key player in our multinational team, you will work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core. We value your interest in cross border businesses, cultural sensitivity, commitment to teamwork and partnership, and exceptional work ethic and attention to detail.

Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.

This role is not eligible for employer sponsored immigration support of any kind.

Job Responsibilities

• Champion a culture of innovation and a customer centric mindset
• Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to drive new client acquisition in partnership with the bankers
• Embrace a culture of respect, diversity and inclusion

Required Qualifications, Capabilities and Skills

• 3+ years in a similar banking, venture, credit or treasury role
• Outstanding professional reputation and integrity
• Strong leadership skills required
• Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
• Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
• Extensive knowledge of products and services

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree preferred
• Superior knowledge of the market dynamics and its business environment preferred
• Excellent problem solving, oral, and written communication skills

In this role, you will:

• Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market

• Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area

• Work with Financial Advisors and teams to develop customer planning strategies using eMoney

• Perform research within Business Growth Strategy functional area, identifying and selecting best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers

• Develop strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements

• Lead a team to meet business objectives within Business Growth Strategy functional area

• Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, and both business and community leaders, including internal or external customers to grow market share and meet customer needs

• Lead Business Growth Strategy projects and teams

• Serve as a mentor for less experienced individuals

Required Qualifications:

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

Desired Qualifications:

• 2+ years of experience using eMoney or equivalent planning software

• 1+ year of experience in project management

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

• Strong presentation skills

• Effective organizational, multi-tasking, and prioritizing skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule

Job Location:

• 2801 Market St, F & L Bldg. Saint Louis, MO 63103

Strong eMoney and/or Planning skills

Wells Fargo Recruitment and Hiring Requirements:

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