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Senior Premier Banker North St. Paul Area at Wells Fargo
Roseville, Minnesota, United States - Full Time
Skills Needed
Relationship Management, Financial Strategy, Customer Service, Portfolio Management, Sales, Risk Oversight, Banking Products, Investment Guidance, Credit Analysis, Business Banking, Financial Planning, Digital Adoption, Communication, Coaching, Regulatory Compliance
Specialization
Candidates must have at least 3-4 years of experience in customer service, relationship management, and recommending financial products. The role requires active FINRA Series 6 and 63 licenses, state insurance licenses, and the ability to work Saturdays.
Experience Required
Minimum 2 year(s)
Associate, Investment Banking - Technology at Wells Fargo
San Francisco, California, United States - Full Time
Skills Needed
Investment Banking, Software Sector, Semiconductor Sector, Financial Analysis, Valuation Models, Market Trends, Strategic Advice, Transaction Execution, Client Relationship Management, Process Improvement, Research, Compliance Requirements, Business Development, Deal Execution, Finra Sie, Finra Series 63
Specialization
Candidates must have 2+ years of Investment Banking Program experience or equivalent, with a strong preference for experience in the software and/or semiconductor sectors. Desired qualifications include a Master's degree in a related field and excellent communication skills, alongside the ability to make independent judgments in a fast-paced environment.
Experience Required
Minimum 2 year(s)
Bilingual Personal Banker La Cumbre Plaza at Wells Fargo
Santa Barbara, California, United States - Full Time
Skills Needed
Bilingual Spanish/English, Customer Relationship Management, Financial Product Knowledge, Cash Handling, Credit Applications, Digital Banking Solutions, Risk Mitigation, Fraud Identification, Regulatory Compliance, Proactive Outreach, Communication Skills, Professionalism
Specialization
Requires at least 6 months of customer interaction experience and bilingual proficiency in Spanish and English. Candidates must be able to pass a language assessment and meet SAFE registration and Loan Originator requirements.
Senior Branch Premier Banker Perimeter District at Wells Fargo
Cumming, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Independent Judgement, Discretion, Sales Practices, Financial Fitness, Credit Analysis, Mortgage Licensing, Finra Series 6, Finra Series 63, Safe Registration, Client Needs Assessment, Peer Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience building customer relationships and recommending products/services. Ongoing employment is contingent upon meeting strict licensing requirements, including FINRA Series 6 and 63, State Insurance licenses, and SAFE Mortgage Licensing Act compliance.
Experience Required
Minimum 5 year(s)
Personal Banker Tri Counties District Eugene OR at Wells Fargo
Roseburg, Oregon, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification
Specialization
A minimum of 6 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 - Colorado North District at Wells Fargo
Fort Collins, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Advisory, Sales, Risk Management, Compliance, Financial Analysis, Mortgage Lending, Investment Services, Small Business Banking, Conflict Resolution, Mentoring, Communication Skills, Business Acumen, Digital Banking, Loss Prevention
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in relationship building and product recommendation. The role requires obtaining and maintaining FINRA Series 6, 63, and potentially 65 licenses, as well as SAFE registration and state insurance licensing.
Experience Required
Minimum 2 year(s)
Senior Commercial Banking Portfolio Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Financial Analysis, Credit Analysis, Us Gaap, Excel, Macros, Ebitda Calculation, Credit Structuring, Wacc, Dcf, Ratio Analysis, Regulatory Reporting, Business Writing, Problem Solving, Data Analysis, Ai Tools, Risk Management
Specialization
Candidates must have at least 2 years of financial analysis experience and a degree in Accounting, Finance, Economics, or CA Inter. Proficiency in MS Excel, Macros, and a strong understanding of GAAP accounting and credit analysis are required.
Experience Required
Minimum 2 year(s)
Roving Personal Banker Texas Panhandle District at Wells Fargo
Plainview, Texas, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Fraud Identification, Cash Handling, Adaptability, Proactive Outreach, Teamwork, Integrity, Professionalism, Safe Registration
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. This SAFE position mandates compliance with the S.A.F.E. Mortgage Licensing Act, requiring registration and meeting Loan Originator qualification standards.
Personal Banker Bilingual Southern Connecticut at Wells Fargo
Norwalk, Connecticut, United States - Full Time
Skills Needed
Customer Service, Bilingual, Spanish, English, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Risk Identification, Digital Banking, Teamwork, Professionalism
Specialization
Candidates must have at least 6 months of customer service experience and possess bilingual proficiency in Spanish and English. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that may include Saturdays.
Roving Personal Banker, Southern Utah District at Wells Fargo
Hurricane, Utah, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Bank Products Understanding, Customer Care, Referrals, Safe Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Teamwork
Specialization
Candidates need a minimum of 6 months of customer interaction experience, 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 passing background investigations and meeting credit fitness standards.
Senior Commercial Banking Portfolio Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Financial Analysis, Credit Investigation, Portfolio Management, Credit Approval Process, Risk Management, Compliance, Procedure Interpretation
Specialization
Candidates must possess a minimum of 4 years of financial analysis experience, which can be demonstrated through work experience, training, military experience, or education. The role requires interaction with the immediate team and the Commercial Banking Portfolio Management functional area to review company processes for credit provision.
Experience Required
Minimum 2 year(s)
Senior Premier Banker Cobb Marketplace Branch at Wells Fargo
Marietta, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Needs Assessment, Financial Planning, Sales, Mortgage Services, Investment Services, Credit Analysis, Independent Judgement, Team Collaboration, Business Acumen, Lending Products, Digital Banking
Specialization
Candidates need a minimum of 4 years of customer service experience or equivalent, along with 3+ years in relationship building and recommending products/services. This SAFE position requires meeting specific licensing requirements, including FINRA Series 6 and 63, and potentially Series 65 depending on the state, along with ongoing compliance with mortgage lending regulations.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual Southern Westchester at Wells Fargo
Yonkers, New York, United States - Full Time
Skills Needed
Customer Service, Bilingual, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Risk Management, Digital Solutions, Credit Applications, Teamwork, Professionalism, Data Entry
Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that includes Saturdays.
Personal Banker Bilingual Greenville White Horse at Wells Fargo
Greenville, South Carolina, United States - Full Time
Skills Needed
Customer Service, Bilingual, Spanish, English, Relationship Building, Financial Products, Cash Handling, Regulatory Compliance, Loan Origination, Communication, Problem Solving, Sales, Digital Solutions, Fraud Detection, Teamwork
Specialization
Candidates must have at least 6 months of customer interaction experience and possess bilingual proficiency in Spanish and English. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that includes Saturdays.
Roving Personal Banker - Woodlands North District at Wells Fargo
The Woodlands, Texas, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Judgment, Proactive Outreach, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Risk Mitigation, Compliance
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. Successful candidates must also meet strict regulatory requirements, including passing a SAFE Mortgage Licensing Act background investigation and meeting Loan Originator qualification standards.
Associate Commercial Banking Portfolio Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Financial Analysis, Covenant Review, Financial Reporting, Data Entry, Customer Service, Underwriting, Credit Investigation, Gaap Accounting, Multitasking, Prioritization, Risk Management, Compliance, Ms Excel, Problem Solving, Analytical Skills, Organization
Specialization
Candidates need a minimum of six months of financial analysis experience, or equivalent education/training, and must possess excellent English comprehension and communication skills. Desired qualifications include knowledge of GAAP accounting, strong organizational skills, proficiency in MS Excel, and the ability to work accurately under deadlines.
Roving Personal Banker Johnson Tarrant County District at Wells Fargo
Hillsboro, Texas, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Adaptability, Proactive Outreach, Policy Adherence, Fraud Identification, Cash Handling, Safe Registration, Loan Origination Compliance, 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 engagement, and the ability to educate customers on digital banking options.
Lead Business Execution Consultant - Business Banking at Wells Fargo
Chandler, Arizona, United States - Full Time
Skills Needed
Business Execution, Strategic Planning, Ncino, Salesforce, Requirement Gathering, Project Management, Change Implementation, Cross Functional Leadership, Data Analysis, Risk Management, Process Improvement, Stakeholder Management, Business Banking, Technical Implementation, Communication, Presentation Skills
Specialization
Candidates must have 5+ years of experience in business execution, implementation, or strategic planning. Desired qualifications include experience with lending platforms like nCino or Salesforce and a strong ability to translate complex business concepts into executable requirements.
Experience Required
Minimum 5 year(s)
Personal Banker, Longmont South Branch, Boulder, CO at Wells Fargo
Longmont, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Cash Handling, Regulatory Compliance, Communication, Problem Solving, Sales, Digital Solutions, Fraud Detection, Teamwork, Professionalism, Banking Operations, Data Entry, Customer Outreach
Specialization
Candidates must have at least 6 months of customer interaction experience or equivalent training. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that includes Saturdays.
Personal Banker Spanish Desired Irving/Dallas District at Wells Fargo
Farmers Branch, Texas, United States - Full Time
Skills Needed
Customer Relationship Management, Financial Product Knowledge, Digital Banking Solutions, Credit Application Processing, Fraud Identification, Cash Handling, Proactive Outreach, Regulatory Compliance, Professionalism, Team Collaboration
Specialization
Requires at least 6 months of customer interaction experience and must meet SAFE Mortgage Licensing Act and Regulation Z requirements. Desired qualifications include experience with complex transactions, proactive customer engagement, and military experience.
Senior Premier Banker North St. Paul Area at Wells Fargo
Roseville, Minnesota, United States -
Full Time


Start Date

Immediate

Expiry Date

18 Jul, 26

Salary

60.0

Posted On

19 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship management, Financial strategy, Customer service, Portfolio management, Sales, Risk oversight, Banking products, Investment guidance, Credit analysis, Business banking, Financial planning, Digital adoption, Communication, Coaching, Regulatory compliance

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 Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you’ll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You’ll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: Proactively acquire new affluent consumer and business customerswhile deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program. Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Experience recommending financial products and translating customer goals into clear, actionable recommendations Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments Experience coaching or supporting peers to strengthen team performance and customer impact Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments 3+ years of experience in a licensed financial services position Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Job Expectations: Ability to work a schedule that will include most Saturdays This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required. For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: 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. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations. Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Posting Locations: 4400 Highway 61, WHITE BEAR LAKE, MN 55110 1220 W County Road E, ARDEN HILLS, MN 55112 2440 Fairview Ave. N. Roseville, MN, 55113 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. $34.00 - $60.00 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: 8 May 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 $2.1 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. 33 on Fortune’s 2025 rankings of America’s largest corporations. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at: wellsfargo.com wellsfargojobs.com For questions on how to search and apply, visit frequently asked questions.

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Responsibilities
The Senior Premier Banker manages relationships with affluent customers by providing tailored financial strategies and integrated banking solutions. They proactively acquire new business, conduct discovery-driven conversations, and collaborate with internal partners to ensure a seamless customer experience.
Senior Premier Banker North St. Paul Area at Wells Fargo
Roseville, Minnesota, United States - Full Time
Skills Needed
Relationship Management, Financial Strategy, Customer Service, Portfolio Management, Sales, Risk Oversight, Banking Products, Investment Guidance, Credit Analysis, Business Banking, Financial Planning, Digital Adoption, Communication, Coaching, Regulatory Compliance
Specialization
Candidates must have at least 3-4 years of experience in customer service, relationship management, and recommending financial products. The role requires active FINRA Series 6 and 63 licenses, state insurance licenses, and the ability to work Saturdays.
Experience Required
Minimum 2 year(s)
Associate, Investment Banking - Technology at Wells Fargo
San Francisco, California, United States - Full Time
Skills Needed
Investment Banking, Software Sector, Semiconductor Sector, Financial Analysis, Valuation Models, Market Trends, Strategic Advice, Transaction Execution, Client Relationship Management, Process Improvement, Research, Compliance Requirements, Business Development, Deal Execution, Finra Sie, Finra Series 63
Specialization
Candidates must have 2+ years of Investment Banking Program experience or equivalent, with a strong preference for experience in the software and/or semiconductor sectors. Desired qualifications include a Master's degree in a related field and excellent communication skills, alongside the ability to make independent judgments in a fast-paced environment.
Experience Required
Minimum 2 year(s)
Bilingual Personal Banker La Cumbre Plaza at Wells Fargo
Santa Barbara, California, United States - Full Time
Skills Needed
Bilingual Spanish/English, Customer Relationship Management, Financial Product Knowledge, Cash Handling, Credit Applications, Digital Banking Solutions, Risk Mitigation, Fraud Identification, Regulatory Compliance, Proactive Outreach, Communication Skills, Professionalism
Specialization
Requires at least 6 months of customer interaction experience and bilingual proficiency in Spanish and English. Candidates must be able to pass a language assessment and meet SAFE registration and Loan Originator requirements.
Senior Branch Premier Banker Perimeter District at Wells Fargo
Cumming, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Independent Judgement, Discretion, Sales Practices, Financial Fitness, Credit Analysis, Mortgage Licensing, Finra Series 6, Finra Series 63, Safe Registration, Client Needs Assessment, Peer Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience building customer relationships and recommending products/services. Ongoing employment is contingent upon meeting strict licensing requirements, including FINRA Series 6 and 63, State Insurance licenses, and SAFE Mortgage Licensing Act compliance.
Experience Required
Minimum 5 year(s)
Personal Banker Tri Counties District Eugene OR at Wells Fargo
Roseburg, Oregon, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Product Knowledge, Customer Care, Referrals, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification
Specialization
A minimum of 6 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 - Colorado North District at Wells Fargo
Fort Collins, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Advisory, Sales, Risk Management, Compliance, Financial Analysis, Mortgage Lending, Investment Services, Small Business Banking, Conflict Resolution, Mentoring, Communication Skills, Business Acumen, Digital Banking, Loss Prevention
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in relationship building and product recommendation. The role requires obtaining and maintaining FINRA Series 6, 63, and potentially 65 licenses, as well as SAFE registration and state insurance licensing.
Experience Required
Minimum 2 year(s)
Senior Commercial Banking Portfolio Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Financial Analysis, Credit Analysis, Us Gaap, Excel, Macros, Ebitda Calculation, Credit Structuring, Wacc, Dcf, Ratio Analysis, Regulatory Reporting, Business Writing, Problem Solving, Data Analysis, Ai Tools, Risk Management
Specialization
Candidates must have at least 2 years of financial analysis experience and a degree in Accounting, Finance, Economics, or CA Inter. Proficiency in MS Excel, Macros, and a strong understanding of GAAP accounting and credit analysis are required.
Experience Required
Minimum 2 year(s)
Roving Personal Banker Texas Panhandle District at Wells Fargo
Plainview, Texas, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Fraud Identification, Cash Handling, Adaptability, Proactive Outreach, Teamwork, Integrity, Professionalism, Safe Registration
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. This SAFE position mandates compliance with the S.A.F.E. Mortgage Licensing Act, requiring registration and meeting Loan Originator qualification standards.
Personal Banker Bilingual Southern Connecticut at Wells Fargo
Norwalk, Connecticut, United States - Full Time
Skills Needed
Customer Service, Bilingual, Spanish, English, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Risk Identification, Digital Banking, Teamwork, Professionalism
Specialization
Candidates must have at least 6 months of customer service experience and possess bilingual proficiency in Spanish and English. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that may include Saturdays.
Roving Personal Banker, Southern Utah District at Wells Fargo
Hurricane, Utah, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Proactive Outreach, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Bank Products Understanding, Customer Care, Referrals, Safe Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Teamwork
Specialization
Candidates need a minimum of 6 months of customer interaction experience, 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 passing background investigations and meeting credit fitness standards.
Senior Commercial Banking Portfolio Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Financial Analysis, Credit Investigation, Portfolio Management, Credit Approval Process, Risk Management, Compliance, Procedure Interpretation
Specialization
Candidates must possess a minimum of 4 years of financial analysis experience, which can be demonstrated through work experience, training, military experience, or education. The role requires interaction with the immediate team and the Commercial Banking Portfolio Management functional area to review company processes for credit provision.
Experience Required
Minimum 2 year(s)
Senior Premier Banker Cobb Marketplace Branch at Wells Fargo
Marietta, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Solutions, Risk Management, Compliance, Client Needs Assessment, Financial Planning, Sales, Mortgage Services, Investment Services, Credit Analysis, Independent Judgement, Team Collaboration, Business Acumen, Lending Products, Digital Banking
Specialization
Candidates need a minimum of 4 years of customer service experience or equivalent, along with 3+ years in relationship building and recommending products/services. This SAFE position requires meeting specific licensing requirements, including FINRA Series 6 and 63, and potentially Series 65 depending on the state, along with ongoing compliance with mortgage lending regulations.
Experience Required
Minimum 2 year(s)
Personal Banker Bilingual Southern Westchester at Wells Fargo
Yonkers, New York, United States - Full Time
Skills Needed
Customer Service, Bilingual, Relationship Building, Financial Products, Cash Handling, Sales, Communication, Problem Solving, Regulatory Compliance, Risk Management, Digital Solutions, Credit Applications, Teamwork, Professionalism, Data Entry
Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that includes Saturdays.
Personal Banker Bilingual Greenville White Horse at Wells Fargo
Greenville, South Carolina, United States - Full Time
Skills Needed
Customer Service, Bilingual, Spanish, English, Relationship Building, Financial Products, Cash Handling, Regulatory Compliance, Loan Origination, Communication, Problem Solving, Sales, Digital Solutions, Fraud Detection, Teamwork
Specialization
Candidates must have at least 6 months of customer interaction experience and possess bilingual proficiency in Spanish and English. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that includes Saturdays.
Roving Personal Banker - Woodlands North District at Wells Fargo
The Woodlands, Texas, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Judgment, Proactive Outreach, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Cash Handling, Fraud Identification, Risk Mitigation, Compliance
Specialization
A minimum of six months of customer interaction experience is required, which can be demonstrated through work, training, military service, or education. Successful candidates must also meet strict regulatory requirements, including passing a SAFE Mortgage Licensing Act background investigation and meeting Loan Originator qualification standards.
Associate Commercial Banking Portfolio Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Financial Analysis, Covenant Review, Financial Reporting, Data Entry, Customer Service, Underwriting, Credit Investigation, Gaap Accounting, Multitasking, Prioritization, Risk Management, Compliance, Ms Excel, Problem Solving, Analytical Skills, Organization
Specialization
Candidates need a minimum of six months of financial analysis experience, or equivalent education/training, and must possess excellent English comprehension and communication skills. Desired qualifications include knowledge of GAAP accounting, strong organizational skills, proficiency in MS Excel, and the ability to work accurately under deadlines.
Roving Personal Banker Johnson Tarrant County District at Wells Fargo
Hillsboro, Texas, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Adaptability, Proactive Outreach, Policy Adherence, Fraud Identification, Cash Handling, Safe Registration, Loan Origination Compliance, 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 engagement, and the ability to educate customers on digital banking options.
Lead Business Execution Consultant - Business Banking at Wells Fargo
Chandler, Arizona, United States - Full Time
Skills Needed
Business Execution, Strategic Planning, Ncino, Salesforce, Requirement Gathering, Project Management, Change Implementation, Cross Functional Leadership, Data Analysis, Risk Management, Process Improvement, Stakeholder Management, Business Banking, Technical Implementation, Communication, Presentation Skills
Specialization
Candidates must have 5+ years of experience in business execution, implementation, or strategic planning. Desired qualifications include experience with lending platforms like nCino or Salesforce and a strong ability to translate complex business concepts into executable requirements.
Experience Required
Minimum 5 year(s)
Personal Banker, Longmont South Branch, Boulder, CO at Wells Fargo
Longmont, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Cash Handling, Regulatory Compliance, Communication, Problem Solving, Sales, Digital Solutions, Fraud Detection, Teamwork, Professionalism, Banking Operations, Data Entry, Customer Outreach
Specialization
Candidates must have at least 6 months of customer interaction experience or equivalent training. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and the ability to work a schedule that includes Saturdays.
Personal Banker Spanish Desired Irving/Dallas District at Wells Fargo
Farmers Branch, Texas, United States - Full Time
Skills Needed
Customer Relationship Management, Financial Product Knowledge, Digital Banking Solutions, Credit Application Processing, Fraud Identification, Cash Handling, Proactive Outreach, Regulatory Compliance, Professionalism, Team Collaboration
Specialization
Requires at least 6 months of customer interaction experience and must meet SAFE Mortgage Licensing Act and Regulation Z requirements. Desired qualifications include experience with complex transactions, proactive customer engagement, and military experience.
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