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Relationship Banker Chestnut Avenue at Wells Fargo
South San Francisco, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Account Servicing, Issue Resolution, Digital Banking, Sales Development, Risk Management, Compliance, Interpersonal Communication, Financial Consultation, Lending Products Knowledge, Proactive Sourcing, Peer Coaching, Transaction Handling
Specialization
Candidates need at least two years of customer service experience and one year of experience assessing customer needs or resolving issues. This SAFE position requires compliance with the SAFE Mortgage Licensing Act, including meeting Loan Originator qualification requirements, which involves background checks and financial fitness assessments.
Experience Required
Minimum 2 year(s)
Relationship Banker - Englewood, CO at Wells Fargo
Englewood, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Planning, Sales, Consultative Selling, Banking Products, Credit Solutions, Investment Solutions, Digital Adoption, Issue Resolution, Risk Management, Communication, Collaboration, Portfolio Management
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, Series 63, and State Insurance licenses, as well as SAFE registration.
Experience Required
Minimum 2 year(s)
Relationship Banker Quad Cities Area at Wells Fargo
Davenport, Iowa, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Planning, Consultative Sales, Account Management, Digital Adoption, Risk Management, Problem Resolution, Communication, Empathy, Business Development, Banking Products, Credit Strategies, Investment Solutions, Collaboration
Specialization
Requires at least 2 years of customer service experience and 1 year of relationship management or issue resolution experience. Candidates must obtain and maintain FINRA Series 6, Series 63, and state insurance licenses.
Experience Required
Minimum 2 year(s)
Relationship Banker Naples District at Wells Fargo
Marco Island, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Issue Resolution, Account Servicing, Partner Leveraging, Financial Advisory Collaboration, Digital Banking Education, Safe Registration Compliance, Loan Originator Compliance, Risk Management, Compliance Adherence, Sales Development, Book Of Business Management, Proactivity
Specialization
Candidates must possess a minimum of two years of customer service experience and one year of experience assessing customer needs and building effective relationships. This SAFE position requires compliance with the SAFE Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting licensing requirements, including potential FINRA Series 6, 63, and sometimes 65 exams, and state insurance licenses.
Experience Required
Minimum 2 year(s)
Senior Premier Banker Southern Pines at Wells Fargo
Southern Pines, North Carolina, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Options Advising, Risk Management, Compliance, Credit Analysis, Investment Services Knowledge, Mortgage Services Knowledge, Business Banking Advisory, Wealth Management, Independent Judgement, Interpersonal Communication, Book Of Business Management, Peer Coaching, Financial Fitness Assessment, Safe Registration
Specialization
Candidates need at least 4 years of customer service experience and 3 years each in relationship building and recommending products/services. This role requires obtaining and maintaining FINRA Series 6, 63, and potentially Series 65 licenses, along with State Insurance licenses, and compliance with the SAFE Mortgage Licensing Act.
Experience Required
Minimum 5 year(s)
Relationship Banker Lincoln Heights at Wells Fargo
San Antonio, Texas, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Account Servicing, Issue Resolution, Digital Banking, Compliance, Risk Management, Sales Development, Financial Services Consultation, Lending Products Knowledge, Interpersonal Communication, Proactive Sourcing, Peer Coaching, Book Of Business Management
Specialization
Candidates must have at least two years of customer service experience and one year of experience assessing customer needs and building relationships. This SAFE position requires compliance with the SAFE Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting licensing requirements, including FINRA Series 6 and 63, and potentially Series 65, along with state insurance licenses.
Experience Required
Minimum 2 year(s)
Relationship Banker - Brooklyn Blvd at Wells Fargo
Brooklyn Park, Minnesota, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Sales Development, Risk Management, Compliance, Account Management, Product Recommendation, Interpersonal Communication, Problem Solving, Digital Banking, Financial Consultation, Peer Coaching, Regulatory Compliance, Loss Prevention
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, 63, and potentially 65 licenses, as well as SAFE registration.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual South Cobb at Wells Fargo
Marietta, Georgia, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Spanish/English Bilingual, Customer Service, Complex Transactions, Proactive Outreach, Mobile Banking, Teamwork, Policy Adherence, Fraud Identification, Cash Handling
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education, and must possess bilingual speaking and listening proficiency in Spanish and English. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator requirements, including passing a language assessment and maintaining a cash drawer.
Investment Banking Program Associate - Industrials Investment Banking at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Financial Modeling, Valuations, Merger Consequences, Company Research, Industry Research, Presentation Preparation, Training, Client Coverage Material Development, Analytical Skills, Organizational Skills, Multi Tasking, Prioritizing Skills, Verbal Communication, Written Communication, Interpersonal Communication
Specialization
Required qualifications include 2+ years of Investment Banking Program experience, or equivalent demonstrated through work, training, military experience, or education. Desired qualifications include a Bachelor's Degree with finance coursework or an MBA, strong financial modeling skills, and excellent communication and analytical abilities.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual Old Alabama at Wells Fargo
Roswell, Georgia, United States - Full Time
Skills Needed
Customer Service, Bilingual, Spanish, English, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Fraud Detection, Digital Solutions, Teamwork, Professionalism
Specialization
Candidates must have at least 6 months of customer service experience and be bilingual in Spanish and English. The role requires adherence to S.A.F.E. Mortgage Licensing Act regulations and the ability to work a schedule that includes Saturdays.
Personal Banker The Market at Oakland at Wells Fargo
Mount Pleasant, South Carolina, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Financial Product Knowledge, Cash Handling, Fraud Identification, Communication, Problem Solving, Regulatory Compliance, Digital Solutions, Team Collaboration, Professionalism, Integrity, Sales, Account Management
Specialization
Candidates must have at least 6 months of customer interaction experience or equivalent training. You must also be able to work a schedule that includes Saturdays and meet all S.A.F.E. Mortgage Licensing Act requirements.
Wealth Management Banking Coordinator at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Account Administration, Client Service, Issue Resolution, Daily Transactions, Control Records, File Management, Operational Issues, Client Correspondence, Presentation Preparation, Risk Identification, Money Movement Review, Service Level Agreement, Unusual Activity Referrals, Process Improvements, Attention To Detail, Data Analytics
Specialization
A minimum of 2 years of experience in Wealth Management Banking is required, or equivalent demonstrated experience, training, or education. Desired qualifications include good Microsoft Excel skills, knowledge of PowerPoint, data analytics tools like Power BI, SQL, or VBA, and experience in operational procedure revisions.
Experience Required
Minimum 2 year(s)
Personal Banker, Saratoga Springs, UT at Wells Fargo
Saratoga Springs, Utah, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposing, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Fraud Identification, Cash Handling, Teamwork
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including meeting specific financial responsibility and background standards.
Senior Premier Banker - North East GA at Wells Fargo
Gainesville, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Credit Analysis, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Interpersonal Communication, Sales Practices, Peer Coaching, Financial Fitness, Safe Registration
Specialization
Candidates need a minimum of four years of customer service experience and three years each in relationship building and recommending products/services. Successful candidates must meet stringent licensing requirements, including FINRA Series 6 and 63, State Insurance licenses, and mandatory SAFE registration for mortgage-related duties.
Experience Required
Minimum 5 year(s)
Premier Banker Northwest Vegas Valley at Wells Fargo
Las Vegas, Nevada, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Recommending Products, Financial Solutions, Risk Management, Compliance, Client Needs Assessment, Financial Planning, Business Banking, Mortgage Services, Investment Management, Independent Judgement, Interpersonal Communication, Business Acumen, Sales Practices Adherence, Mentoring
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience building customer relationships and recommending products. Successful completion of FINRA Series 6 and 63 exams, state insurance licenses, and SAFE registration are required for ongoing employment in this role.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual Spanish Lompoc at Wells Fargo
Lompoc, California, United States - Full Time
Skills Needed
Bilingual Spanish/English, Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience, or equivalent demonstrated through work, training, military service, or education, and must possess bilingual speaking and listening proficiency in Spanish and English. This is a SAFE position requiring compliance with mortgage licensing acts and Loan Originator requirements.
Personal Banker Hershberger Road Branch at Wells Fargo
Roanoke, Virginia, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Detection, Risk Mitigation, Compliance
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer outreach, and the ability to educate customers on mobile banking.
Personal Banker Spring Rock Green Branch at Wells Fargo
Richmond, Virginia, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Service Requests, Credit Applications, Policy Adherence, Customer Care, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Teamwork, Integrity, Professionalism
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including meeting financial responsibility and character standards.
Senior Premier Banker Sarasota District at Wells Fargo
Sarasota, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Discretionary Application, Issue Escalation, Financial Planning, Investment Services, Mortgage Services, Business Acumen, Interpersonal Communication, Peer Coaching, Sales Practices, Digital Banking
Specialization
Candidates need a minimum of 4 years of customer service experience or equivalent, along with over 3 years of experience building customer relationships and recommending products/services. Successful completion of FINRA Series 6 and 63 exams, state insurance licenses, and SAFE registration are required or must be obtained post-hire.
Experience Required
Minimum 5 year(s)
Commercial Banking Portfolio Coordinator at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Financial Analysis, Credit Investigation, Portfolio Management, Customer Inquiries, Status Reporting, Credit Files Maintenance, Risk Mitigation, Compliance, Accounting Principles, Financial Terminology, Financial Statement Analysis, Problem Solving, Analytical Skills
Specialization
A minimum of one year of financial analysis experience, or equivalent demonstrated through work, training, military, or education, is required for this role. Desired qualifications include a bachelor's degree, basic understanding of accounting principles, and experience with financial statement analysis.
Relationship Banker Chestnut Avenue at Wells Fargo
South San Francisco, California, United States -
Full Time


Start Date

Immediate

Expiry Date

23 May, 26

Salary

41.0

Posted On

22 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Relationship Building, Needs Assessment, Product Offering, Account Servicing, Issue Resolution, Digital Banking, Sales Development, Risk Management, Compliance, Interpersonal Communication, Financial Consultation, Lending Products Knowledge, Proactive Sourcing, Peer-Coaching, Transaction Handling

Industry

Financial Services

Description
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. 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 this position. 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 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $27.00 - $41.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 1 Mar 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities
Employees will build customer relationships by understanding their needs and identifying opportunities to offer a full range of retail banking deposit and credit products and services. Responsibilities also include resolving service inquiries, opening and servicing accounts, and connecting customers with appropriate internal partners.
Relationship Banker Chestnut Avenue at Wells Fargo
South San Francisco, California, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Account Servicing, Issue Resolution, Digital Banking, Sales Development, Risk Management, Compliance, Interpersonal Communication, Financial Consultation, Lending Products Knowledge, Proactive Sourcing, Peer Coaching, Transaction Handling
Specialization
Candidates need at least two years of customer service experience and one year of experience assessing customer needs or resolving issues. This SAFE position requires compliance with the SAFE Mortgage Licensing Act, including meeting Loan Originator qualification requirements, which involves background checks and financial fitness assessments.
Experience Required
Minimum 2 year(s)
Relationship Banker - Englewood, CO at Wells Fargo
Englewood, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Planning, Sales, Consultative Selling, Banking Products, Credit Solutions, Investment Solutions, Digital Adoption, Issue Resolution, Risk Management, Communication, Collaboration, Portfolio Management
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, Series 63, and State Insurance licenses, as well as SAFE registration.
Experience Required
Minimum 2 year(s)
Relationship Banker Quad Cities Area at Wells Fargo
Davenport, Iowa, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Planning, Consultative Sales, Account Management, Digital Adoption, Risk Management, Problem Resolution, Communication, Empathy, Business Development, Banking Products, Credit Strategies, Investment Solutions, Collaboration
Specialization
Requires at least 2 years of customer service experience and 1 year of relationship management or issue resolution experience. Candidates must obtain and maintain FINRA Series 6, Series 63, and state insurance licenses.
Experience Required
Minimum 2 year(s)
Relationship Banker Naples District at Wells Fargo
Marco Island, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Issue Resolution, Account Servicing, Partner Leveraging, Financial Advisory Collaboration, Digital Banking Education, Safe Registration Compliance, Loan Originator Compliance, Risk Management, Compliance Adherence, Sales Development, Book Of Business Management, Proactivity
Specialization
Candidates must possess a minimum of two years of customer service experience and one year of experience assessing customer needs and building effective relationships. This SAFE position requires compliance with the SAFE Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting licensing requirements, including potential FINRA Series 6, 63, and sometimes 65 exams, and state insurance licenses.
Experience Required
Minimum 2 year(s)
Senior Premier Banker Southern Pines at Wells Fargo
Southern Pines, North Carolina, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Options Advising, Risk Management, Compliance, Credit Analysis, Investment Services Knowledge, Mortgage Services Knowledge, Business Banking Advisory, Wealth Management, Independent Judgement, Interpersonal Communication, Book Of Business Management, Peer Coaching, Financial Fitness Assessment, Safe Registration
Specialization
Candidates need at least 4 years of customer service experience and 3 years each in relationship building and recommending products/services. This role requires obtaining and maintaining FINRA Series 6, 63, and potentially Series 65 licenses, along with State Insurance licenses, and compliance with the SAFE Mortgage Licensing Act.
Experience Required
Minimum 5 year(s)
Relationship Banker Lincoln Heights at Wells Fargo
San Antonio, Texas, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Needs Assessment, Product Offering, Account Servicing, Issue Resolution, Digital Banking, Compliance, Risk Management, Sales Development, Financial Services Consultation, Lending Products Knowledge, Interpersonal Communication, Proactive Sourcing, Peer Coaching, Book Of Business Management
Specialization
Candidates must have at least two years of customer service experience and one year of experience assessing customer needs and building relationships. This SAFE position requires compliance with the SAFE Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting licensing requirements, including FINRA Series 6 and 63, and potentially Series 65, along with state insurance licenses.
Experience Required
Minimum 2 year(s)
Relationship Banker - Brooklyn Blvd at Wells Fargo
Brooklyn Park, Minnesota, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Sales Development, Risk Management, Compliance, Account Management, Product Recommendation, Interpersonal Communication, Problem Solving, Digital Banking, Financial Consultation, Peer Coaching, Regulatory Compliance, Loss Prevention
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, 63, and potentially 65 licenses, as well as SAFE registration.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual South Cobb at Wells Fargo
Marietta, Georgia, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Spanish/English Bilingual, Customer Service, Complex Transactions, Proactive Outreach, Mobile Banking, Teamwork, Policy Adherence, Fraud Identification, Cash Handling
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education, and must possess bilingual speaking and listening proficiency in Spanish and English. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator requirements, including passing a language assessment and maintaining a cash drawer.
Investment Banking Program Associate - Industrials Investment Banking at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Financial Modeling, Valuations, Merger Consequences, Company Research, Industry Research, Presentation Preparation, Training, Client Coverage Material Development, Analytical Skills, Organizational Skills, Multi Tasking, Prioritizing Skills, Verbal Communication, Written Communication, Interpersonal Communication
Specialization
Required qualifications include 2+ years of Investment Banking Program experience, or equivalent demonstrated through work, training, military experience, or education. Desired qualifications include a Bachelor's Degree with finance coursework or an MBA, strong financial modeling skills, and excellent communication and analytical abilities.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual Old Alabama at Wells Fargo
Roswell, Georgia, United States - Full Time
Skills Needed
Customer Service, Bilingual, Spanish, English, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Fraud Detection, Digital Solutions, Teamwork, Professionalism
Specialization
Candidates must have at least 6 months of customer service experience and be bilingual in Spanish and English. The role requires adherence to S.A.F.E. Mortgage Licensing Act regulations and the ability to work a schedule that includes Saturdays.
Personal Banker The Market at Oakland at Wells Fargo
Mount Pleasant, South Carolina, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Financial Product Knowledge, Cash Handling, Fraud Identification, Communication, Problem Solving, Regulatory Compliance, Digital Solutions, Team Collaboration, Professionalism, Integrity, Sales, Account Management
Specialization
Candidates must have at least 6 months of customer interaction experience or equivalent training. You must also be able to work a schedule that includes Saturdays and meet all S.A.F.E. Mortgage Licensing Act requirements.
Wealth Management Banking Coordinator at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Account Administration, Client Service, Issue Resolution, Daily Transactions, Control Records, File Management, Operational Issues, Client Correspondence, Presentation Preparation, Risk Identification, Money Movement Review, Service Level Agreement, Unusual Activity Referrals, Process Improvements, Attention To Detail, Data Analytics
Specialization
A minimum of 2 years of experience in Wealth Management Banking is required, or equivalent demonstrated experience, training, or education. Desired qualifications include good Microsoft Excel skills, knowledge of PowerPoint, data analytics tools like Power BI, SQL, or VBA, and experience in operational procedure revisions.
Experience Required
Minimum 2 year(s)
Personal Banker, Saratoga Springs, UT at Wells Fargo
Saratoga Springs, Utah, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposing, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Fraud Identification, Cash Handling, Teamwork
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including meeting specific financial responsibility and background standards.
Senior Premier Banker - North East GA at Wells Fargo
Gainesville, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Credit Analysis, Investment Services, Mortgage Services, Business Banking, Wealth Management, Independent Judgement, Interpersonal Communication, Sales Practices, Peer Coaching, Financial Fitness, Safe Registration
Specialization
Candidates need a minimum of four years of customer service experience and three years each in relationship building and recommending products/services. Successful candidates must meet stringent licensing requirements, including FINRA Series 6 and 63, State Insurance licenses, and mandatory SAFE registration for mortgage-related duties.
Experience Required
Minimum 5 year(s)
Premier Banker Northwest Vegas Valley at Wells Fargo
Las Vegas, Nevada, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Recommending Products, Financial Solutions, Risk Management, Compliance, Client Needs Assessment, Financial Planning, Business Banking, Mortgage Services, Investment Management, Independent Judgement, Interpersonal Communication, Business Acumen, Sales Practices Adherence, Mentoring
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience building customer relationships and recommending products. Successful completion of FINRA Series 6 and 63 exams, state insurance licenses, and SAFE registration are required for ongoing employment in this role.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual Spanish Lompoc at Wells Fargo
Lompoc, California, United States - Full Time
Skills Needed
Bilingual Spanish/English, Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience, or equivalent demonstrated through work, training, military service, or education, and must possess bilingual speaking and listening proficiency in Spanish and English. This is a SAFE position requiring compliance with mortgage licensing acts and Loan Originator requirements.
Personal Banker Hershberger Road Branch at Wells Fargo
Roanoke, Virginia, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Detection, Risk Mitigation, Compliance
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. Desired qualifications include a customer service focus, experience with complex transactions, proactive customer outreach, and the ability to educate customers on mobile banking.
Personal Banker Spring Rock Green Branch at Wells Fargo
Richmond, Virginia, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Service Requests, Credit Applications, Policy Adherence, Customer Care, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Teamwork, Integrity, Professionalism
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act and Loan Originator requirements, including meeting financial responsibility and character standards.
Senior Premier Banker Sarasota District at Wells Fargo
Sarasota, Florida, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Acquisition, Discretionary Application, Issue Escalation, Financial Planning, Investment Services, Mortgage Services, Business Acumen, Interpersonal Communication, Peer Coaching, Sales Practices, Digital Banking
Specialization
Candidates need a minimum of 4 years of customer service experience or equivalent, along with over 3 years of experience building customer relationships and recommending products/services. Successful completion of FINRA Series 6 and 63 exams, state insurance licenses, and SAFE registration are required or must be obtained post-hire.
Experience Required
Minimum 5 year(s)
Commercial Banking Portfolio Coordinator at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Financial Analysis, Credit Investigation, Portfolio Management, Customer Inquiries, Status Reporting, Credit Files Maintenance, Risk Mitigation, Compliance, Accounting Principles, Financial Terminology, Financial Statement Analysis, Problem Solving, Analytical Skills
Specialization
A minimum of one year of financial analysis experience, or equivalent demonstrated through work, training, military, or education, is required for this role. Desired qualifications include a bachelor's degree, basic understanding of accounting principles, and experience with financial statement analysis.
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