דרושים United States, Sandy

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:

within our Commercial Banking group.

In this role, you will:

• Manage and oversee daily Floorplan inspection activities to ensure timely resolution of sold and unseen units. You’ll serve as a key liaison with dealers, assess collateral risk, and support operational integrity through verification, escalation, and process improvement
• Monitor open Floorplan inspections and prioritize outreach based on policy violations and unresolved units
• Communicate with dealer personnel to ensure timely payment for sold units
• Assess and waive low-risk units based on volume, credit grade, and inspection results
• Analyze account activity to understand funding and cash flow concerns
• Recommend and coordinate supplemental inspections for collateral at third-party locations
• Escalate unusual activity to appropriate internal teams (Reconciliation, Risk, Sales)
• Identify and propose process improvements to enhance inspection efficiency
• Collaborate with internal teams and escalate issues found during the inspections to the appropriate partners
• Provide guidance and mentorship to junior staff

Required Qualifications:

• 2+ years of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to take initiative and work independently with minimal supervision in a structured environment
• Ability to work in a fast paced deadline driven environment
• Exposure to Wells Fargo AIMS system and Hogan Mainframe
• Knowledge and understanding of collateral analysis for an asset based lending company
• Strong internal and external relationship management and conflict resolution skills
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Effective organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Basic knowledge and understanding of accounting
• Good analytical skills with high attention to detail and accuracy
• High level of initiative and accountability
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may applyregardingoutside 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

Location:

• 10010 S State St - Sandy, UT 84070
• 670 McKnight Rd N - Maplewood, MN 55119
• 14241 Dallas Pkwy St 1300 - Dallas, TX 75254
• 1 Independent Dr - Jacksonville, FL 32202
• 100 N Main St - Winston Salem, NC 27101
• 1150 W Washington St - Tempe, AZ 85288
• 4141 Inland Empire Blvd - Ontario, CA 91764
• 1201 Pacific Ave - Tacoma, WA 98402

Pay Range:

Utah - Sandy Pay Range: $23.08 - $33.17 Hourly

Minnesota - Maplewood Pay Range: $25.48 - $36.54 Hourly

Texas - Dallas Pay Range: $23.08 - $33.17 Hourly

Florida - Jacksonville Pay Range: $23.08 - $33.17 Hourly

North Carolina - Winston Salem Pay Range: $23.08 - $33.17 Hourly

Arizona - Tempe Pay Range: $23.08 - $33.17 Hourly

California - Ontario Pay Range: $25.48 - $36.54 Hourly

Washington - Tacoma Pay Range: $27.88 - $39.90 Hourly

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.

Job Description:

Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

• Recommends banking and investments strategies that align with client financial goals and needs

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

• Mitigates and controls risk as part of daily activities

• Identifies and engages potential new clients through referrals or financial center clientele

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for

Desired Qualifications

• Bilingual Proficiency - Spanish/English

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

Skills:

• Account Management

• Advisory

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Active Listening

• Attention to Detail

• Client Solutions Advisory

• Issue Management

• Pipeline Management

• Causation Analysis

• Client Management

• Policies, Procedures, and Guidelines

• Risk Management

• Written Communications

High School Diploma / GED / Secondary School or equivalent

Description

Job Responsibilities:

• Collaborate with a team of software engineers to work on basic to moderately complex tasks.
• Participate in the execution and implementation of processes and procedures under the guidance of senior team members.
• Engage in successful collaboration across teams and stakeholders to achieve project goals.
• Assist in building appropriate level designs and gaining consensus from peers.
• Work with other software engineers to design and implement deployment approaches using automated continuous integration and continuous delivery pipelines.
• Contribute to the design, development, testing, and implementation of availability, reliability, scalability, and solutions in applications.
• Identify and report issues to execute a book of work while escalating issues as necessary.
• Support the team in improving operational efficiencies and functionality.

Required Qualifications, Capabilities, and Skills:

• Formal training or certification on software engineering concepts and 2+ years applied experience
• Experience working within a team focused on quality in the Software Development Lifecycle (SDLC), including peer review, testing, and automated deployment.
• Experience in developing, debugging, and maintaining code with an API First mentality.
• Proficiency in one or more modern programming languages and database querying languages.
• Basic knowledge of Java and UI development with experience in React or Angular, TypeScript, CSS, and JavaScript.
• Familiarity with messaging platforms like Kafka or MQ.
• Exposure to automation tools and practices such as Cucumber, Test Driven Development (TDD), and agile tools like JIRA.
• Understanding of modern agile software delivery practices such as Scrum and CI/CD.
• Willingness to learn and be guided by senior team members to achieve goals aligned with strategic initiatives

Preferred Qualifications, Capabilities, and Skills:

• Experience working at code level is preferred
• Basic understanding of observability tools and practices such as monitoring and telemetry collection using tools like Grafana, Dynatrace, Prometheus, Datadog, or Splunk.
• Understanding of Agile methods and basic stakeholder management
• Ability to work collaboratively within a team of technologists at office and able to capatizlize on the benefits of in-person work for collaboration, networking, and overall company culture.

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you:

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.

• Must be self-disciplined in managing time and capacity.

• Experience in cultivating client relationships, accessing needs and recommending solutions.

• Success creating strong peer relationships through effective communication and collaboration.

• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

• Executes multiple tasks simultaneously.

• Learns and adapts to new technology or applications.

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

In this role you will:

• Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
• Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• Develop understanding of bank products and services to connect to customers' needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services to customer
• Refer customers' financial needs to other bankers and partners as needed
• 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:

• 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:

• Customer service focus with experience handling complex transactions across multiple systems
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
• 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
• Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

• Ability to travel 100% of the time within the district
• Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
• Ability to work a schedule that may include most Saturdays
• Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

• This position is not eligible for Visa sponsorship
• 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

Posting Location(s):

• Canyon Center - 9311 S 2000 E, SANDY, UT 84093
• Fashion Place - 6099 S State St, MURRAY, UT 84107
• Jordan Landing - 3889 W CAMPUS VIEW DR, WEST JORDAN, UT 84084
• Brighton - 1985 E 7000 S, SALT LAKE CITY, UT 84121
• South Towne - 10010 S State St, SANDY, UT 84070
• Bell Canyon - 10625 S 13th E, SANDY, UT 84094
• Ninetieth South - 2640 W 9000 S, WEST JORDAN, UT 84088
• Daybreak Express Center - 5474 W Daybreak Pkwy Ste G100, SOUTH JORDAN, UT 84009
• South Jordan District - 11426 S Parkway Plaza Dr Ste 100, SOUTH JORDAN, UT 84095
• Midvale Riverwalk - 7169 S Bingham Junction Blvd Ste 10, MIDVALE, UT 84047
• Riverton - 1750 W 12600 S, RIVERTON, UT 84065

Pay Range:

• This job profile is eligible for a 10% pay differential.

Wells Fargo Recruitment and Hiring Requirements:

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