דרושים Financial Consultant ב-United States, Virginia, Arlington

Job Description:

Job Description:

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:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash 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.
• Can be flexible to work weekends and/or extended hours as needed.

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. Vietnamese or Spanish Preferred

• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

• 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

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

• Assists, educates, and trains clients on conducting simple transactions through self-service technologies

• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
• 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 helping new and existing clients based on their needs.
• Has strong written and verbal communications skills.
• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
• Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• An associate’s degree or bachelor’s degree in business, finance, or a related field.

• Experience working in a financial center where goals were met or exceeded.

• Retail and/or sales experience in a salary plus incentive environment.

• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

• Experience with financial information, spreadsheets and financial skills.

• Knowledge of banking products and services.

• Strong computer skills including MS applications and previous experience utilizing laptop technology.

• Active Listening

• 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

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

In this role, you will:

• Perform Independent Risk Management (IRM) oversight, advisory, and credible challenge of CIB financial crimes-related issues, controls and initiatives, ensuring compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Sanctions regulatory and policy requirements.

• Evaluate long-term implications and consequences of strategic business decisions and recommend appropriate alternatives for risk management.

• Deliver solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical thinking, and coordination of highly complex issue-related activities and guidance to key stakeholders and other members of CIB Financial Crimes Advisory.

• Advise CIB functional leaders on customer and product risk, and ensure alignment with Wells Fargo's policies and business line objectives.

• Identify potential risks when implementing change along with developing mitigation strategies and plans.

• Act as an escalation point for complex customer and product issues between 1st and 2nd LOB, issue management and initiatives.

• Determine appropriate strategies and actions of multiple business groups to meet moderate to high complex deliverables in managing financial crimes risk.

• Interpret procedures and processes, and provide leadership to strategize and execute a variety of financial crime programs, services, and initiatives that are significant in scope, complexity, and risk.

• Collaborate with and influence functional business partners, leaders, and executive management to provide support and drive strategic initiatives for the business.

Required Qualifications:

• 7+ years of Financial Crimes, Operational Risk, Fraud, Sanctions, Anti-Bribery, Corruption experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• 7+ years of experience within global financial institutions, regulatory, law enforcement or intelligence community working on international financial crime and emerging risk programs.

• Strong understanding of Anti-Money Laundering regulatory principles covering correspondent banking, wholesale banking, markets, and MSB/Payment portfolios and federal and state money transmitter requirements covering MSBs and Payment Intermediariespreferred.

• Develop strategic and tactical financial crimes risk assessments using data and analytics to inform senior business and financial crime leadership of emerging risk within the CIB platform.

• Collect intelligence from multiple sources (open source, professional networks, etc.) and provide actionable recommendations to senior management.

• Knowledge of United States and International AML and Sanction Regulations as well as emerging financial crimes risk associated with cybercrime andcryptocurrencies.

• Ability to work with multiple teams and stakeholders to deliver on company objectives.

• Experienced communicator at all levels within an organization from senior executives to junior staff.

• Strong written communication who is able to provide guidance and supportive feedback to business and operational teams on company policies and procedures.

• Bilingual speaking, reading, and writing proficiency in: Spanish, Arabic, or Mandarin.

Job Expectations:

• Willingness to work on-site at stated location on the job opening.

• This position offers a hybrid work schedule.

• This position is not eligible for Visa sponsorship.

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

401 S Tryon Street, Charlotte, NC

1753 Pinnacle Dr, Mclean, VA

401 Las Colinas Blvd W, Bldg B, Irving, TX

Texas – Irving Pay Range: $159,000.00 - 254,000.00 USD Annually

North CarolinaCharlotte Pay Range:$159,000.00 - 254,000.00 USD Annually

VirginiaMcLean Pay Range: $191,000.00 - 305,000.00 USDAnnually

Wells Fargo Recruitment and Hiring Requirements:

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

You will work alongside our talented team of developers, machine learning experts, product managers and people leaders. Our Distinguished Engineers are leading experts in their domains, helping devise practical and reusable solutions to complex problems. You will drive innovation at multiple levels, helping optimize business outcomes while driving towards strong technology solutions.

Distinguished Engineers are expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and concise communications, code samples, blog posts and other material to share knowledge both inside and outside the organization. You will specialize in a particular subject area, but your input and impact will be sought and expected throughout the organization.

within the Financial Core Technology organization, you will be a key driver of our Enterprise Platform Technology business. You will be responsible fordefining, architecting, and leading the implementationof our "mission control" financial ledger—a cloud-native platform that will be central to our operations. In this role, you will also
deep expertisein distributed ledger systems, financial data modeling, and architecting highly available, scalable, and secure financial platforms to the forefront of this critical initiative

Key responsibilities:

• Articulate and evangelize a bold technical vision for your domain

• Decompose complex problems into practical and operational solutions

• Ensure the quality of technical design and implementation

• Serve as an authoritative expert on non-functional system characteristics, such as performance, scalability and operability

• Continue learning and injecting advanced technical knowledge into our community

• Handle several projects simultaneously, balancing your time to maximize impact

• Act as a role model and mentor within the tech community, helping to coach and strengthen the technical expertise and know-how of our engineering and product community

• Bachelor’s Degree

• At least 7 years of software engineering or software development experience

• At least 5 years of public cloud experience (AWS, GCP, Azure)

• Bachelor's or Master's Degree in Computer Science or a related field

• 10+ years of experience in software engineering or software development experience

• 10+ years of professional experience coding in commonly used languages like Java, Python, Go, JavaScript/TypeScript, Swift, etc.

• 10+ years of public cloud experience (AWS, GCP, Azure)

• 5+ years of experience with financial ledger platforms

• 5+ years of experience in Agile practices

• 3+ years of experience in modernizing technology stacks

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.