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Analytics Consultant at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Statistical Analysis, Data Management, Data Governance, Quantitative Tools, Strategic Decision Making, Database Structures, Analytics Software, Risk Management, Compliance, Reporting, Business Requirements, Process Documentation, Revenue Analysis, Operational Efficiency
Specialization
Candidates must have at least 2 years of experience in analytics or an equivalent combination of education, training, or military experience. The role requires strong functional knowledge of research methodologies and the ability to translate business needs into actionable data-driven recommendations.
Experience Required
Minimum 2 year(s)
Senior Software Engineer at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Java, Spring Boot, Jms, Kafka, Openshift, Kubernetes, Sql, Microservices, Ci/Cd, Devops, Payment Systems, Iso 20022, Swift, System Resiliency, Performance Tuning, Software Engineering
Specialization
Requires 4+ years of software engineering experience with strong expertise in Java, Spring Boot, and event-driven architectures. A bachelor's degree in Computer Science or a related field is desired, along with experience in cloud-native development and containerization.
Experience Required
Minimum 5 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.
Senior Network Engineer at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Network Engineering, Network Security, Router Configuration, Firewall Management, Ip Backbone, Data Center Management, Network Testing, Capacity Planning, Change Management, Mentoring, Operational Excellence, Risk Mitigation
Specialization
Requires at least 4 years of experience in network engineering or an equivalent combination of education and training. Candidates must be able to design secured network solutions and adhere to strict regulatory and risk policies.
Experience Required
Minimum 2 year(s)
Teller Part Time Valley Forge at Wells Fargo
Easttown Township, Pennsylvania, United States - Full Time
Skills Needed
Customer Engagement, Cash Handling, Digital Banking Solutions, Risk Management, Fraud Identification, Relationship Building, Operational Compliance, Professionalism, Prioritization, Teamwork
Specialization
Requires at least 6 months of experience interacting with customers through work, military, or education. Candidates should possess strong cash handling skills and the ability to follow strict regulatory guidelines.
Business Execution Associate Manager at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Business Execution, Leadership, Strategic Planning, Retail Banking, Test Management, Test Automation, Jira, Alm, Confluence, User Acceptance Testing, Data Management, Analytical Skills, Problem Solving, Stakeholder Management, Risk Management, Process Improvement
Specialization
Requires at least 2 years of experience in business execution or strategic planning and 1 year of leadership experience. A bachelor's degree in a related discipline is preferred, along with strong expertise in test management tools and retail banking processes.
Experience Required
Minimum 2 year(s)
Teller Part Time Bham Central at Wells Fargo
Vestavia Hills, Alabama, United States - Full Time
Skills Needed
Customer Engagement, Cash Handling, Risk Management, Digital Banking Solutions, Relationship Building, Fraud Identification, Operational Compliance, Professionalism, Teamwork, Prioritization
Specialization
Requires at least 6 months of customer interaction experience. Desired qualifications include cash handling experience and the ability to work a schedule that includes most Saturdays.
Senior Database Engineer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Database Engineering, Data Modeling, Data Integration, Capacity Planning, Security Solutions, Oracle 19c Rac, Oracle Data Guard, Rman, Oracle Enterprise Manager, Postgres, Mongodb, Performance Tuning, Exadata, Scripting, Networking, Storage Configuration
Specialization
Candidates must have at least 4 years of Database Engineering experience, with a strong preference for experience in Postgres, MongoDB, and Oracle technologies. Familiarity with performance tuning and Exadata systems is also desired.
Experience Required
Minimum 5 year(s)
Lead Customer Service Representative at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Customer Service, Team Leadership, Escalation Management, Process Improvement, Mentorship, Financial Services, Contact Center Operations, Risk Management, Compliance, Stakeholder Communication
Specialization
Requires 4+ years of experience in financial services, contact centers, or customer service support. Candidates must be proficient in solving customer problems and assessing customer needs.
Experience Required
Minimum 2 year(s)
Lead Software Engineer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Servicenow, Agile, Software Engineering, Grc, Itam, Cmdb, Discovery, Scripted Apis, Client Side Scripting, Server Side Scripting, Itil, Cobit, Technical Leadership, Mentorship, System Architecture
Specialization
Candidates must have at least 5 years of software engineering experience with strong expertise in ServiceNow development and implementation. Proficiency in Agile methodologies, IT infrastructure, and enterprise architecture principles is required for this role.
Experience Required
Minimum 5 year(s)
Teller Part Time Richlands Branch at Wells Fargo
Richlands, Virginia, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Digital Banking Solutions, Risk Management, Fraud Identification, Relationship Building, Operational Compliance, Professionalism, Prioritization, Communication Skills
Specialization
Requires at least 6 months of customer interaction experience. Desired qualifications include cash handling experience and the ability to identify potential fraud.
Senior Financial Control analyst at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Financial Controls, Sox Testing, Regulatory Reporting, Coso Framework, Risk Management, Internal Audit, Stakeholder Management, Control Rationalization, Financial Reporting, It Governance, Analytics, Remediation Planning
Specialization
Requires 4+ years of experience in Finance, Accounting, Analytics, Reporting, or Audit. Desired expertise includes SOX and Regulatory Controls testing in line with COSO methodologies.
Experience Required
Minimum 2 year(s)
Teller Part Time Sumter Highway at Wells Fargo
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Digital Banking Solutions, Risk Management, Fraud Identification, Relationship Building, Operational Compliance, Professionalism, Prioritization, Communication
Specialization
Requires at least 6 months of customer interaction experience. Desired qualifications include cash handling experience and the ability to follow strict banking policies and regulations.
District Manager Salt Lake South at Wells Fargo
South Jordan, Utah, United States - Full Time
Skills Needed
Team Leadership, Risk Management, Process Improvement, Strategic Planning, Talent Development, Financial Resource Management, Regulatory Compliance, Analytical Skills, Interpersonal Communication, Stakeholder Management, Digital Banking, Coaching
Specialization
Requires at least 7 years of experience in banking or financial services and 3+ years of leadership experience. Candidates should possess strong analytical skills and the ability to manage business units across multiple sites.
Experience Required
Minimum 5 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.
Procedure Writer Associate at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Procedure Writing, Content Governance, Documentation Excellence, Ticket Management, Regulatory Changes, Document Library Maintenance, Technical Manuals, Technical Presentations, Business Operations Policies, Process Gaps Resolution, Jira, Content Certification Lifecycle, Subject Matter Expert (Sme), Mis Reporting, Tableau, Agile
Specialization
The minimum requirement is 6+ months of Procedure Writing experience, or equivalent demonstrated through work, training, military experience, or education. Desired qualifications include experience with Jira for task creation, proactive content certification management, and serving as a Subject Matter Expert for ticketing processes.
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)
Bilingual Spanish Personal Banker | Woodside Plaza at Wells Fargo
Redwood City, California, United States - Full Time
Skills Needed
Bilingual Spanish, Customer Relationship Management, Cash Handling, Financial Services, Digital Banking Tools, Credit Applications, Risk Management, Account Opening, Active Listening, Compliance, Referral Generation, Communication Skills
Specialization
Requires at least 6 months of customer interaction experience and bilingual proficiency in Spanish and English. Candidates must be able to work Saturdays and pass a required language assessment.
Registered Client Associate at Wells Fargo
Naples, Florida, United States - Full Time
Skills Needed
Brokerage Support, Client Services, Finra Series 7, Finra Series 63, Microsoft Office, Account Management, Administrative Support, Customer Relationship Management, Regulatory Compliance, Financial Services
Specialization
Requires at least one year of brokerage and client services experience and successful completion of FINRA Series 7 and 63 examinations. Candidates must pass a background check and maintain appropriate licensing for ongoing employment.
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)
Analytics Consultant at Wells Fargo
Bengaluru, karnataka, India -
Full Time

Start Date

Immediate

Expiry Date

24 Jul, 26

Salary

0.0

Posted On

25 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Statistical analysis, Data management, Data governance, Quantitative tools, Strategic decision making, Database structures, Analytics software, Risk management, Compliance, Reporting, Business requirements, Process documentation, Revenue analysis, Operational efficiency

Industry

Financial Services

Description
About this role: Wells Fargo is seeking an Analytics Consultant In this role, you will: Consult with business line and enterprise functions on less complex research Use functional knowledge to assist in non-model quantitative tools that support strategic decision making Perform analysis of findings and trends using statistical analysis and document process Present recommendations to increase revenue, reduce expense, maximize operational efficiency, quality, and compliance Identify and define business requirements and translate data and business needs into research and recommendations to improve efficiency Participate in all group technology efforts including design and implementation of database structures, analytics software, storage, and processing Develop customized reports and ad hoc analyses to make recommendations and provide guidance to less experienced staff Understand compliance and risk management requirements for supported area Ensure adherence to data management or data governance regulations and policies Participate in company initiatives or processes to assist in meeting risk and capital objectives and other strategic goals Collaborate and consult with more experienced consultants and with partners in technology and other business groups Required Qualifications: 2+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Posting End Date: 27 Apr 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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 Analytics Consultant will consult with business lines to perform quantitative research and statistical analysis to support strategic decision-making. They are responsible for developing customized reports, ensuring data governance compliance, and identifying opportunities to improve operational efficiency and revenue.
Analytics Consultant at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Statistical Analysis, Data Management, Data Governance, Quantitative Tools, Strategic Decision Making, Database Structures, Analytics Software, Risk Management, Compliance, Reporting, Business Requirements, Process Documentation, Revenue Analysis, Operational Efficiency
Specialization
Candidates must have at least 2 years of experience in analytics or an equivalent combination of education, training, or military experience. The role requires strong functional knowledge of research methodologies and the ability to translate business needs into actionable data-driven recommendations.
Experience Required
Minimum 2 year(s)
Senior Software Engineer at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Java, Spring Boot, Jms, Kafka, Openshift, Kubernetes, Sql, Microservices, Ci/Cd, Devops, Payment Systems, Iso 20022, Swift, System Resiliency, Performance Tuning, Software Engineering
Specialization
Requires 4+ years of software engineering experience with strong expertise in Java, Spring Boot, and event-driven architectures. A bachelor's degree in Computer Science or a related field is desired, along with experience in cloud-native development and containerization.
Experience Required
Minimum 5 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.
Senior Network Engineer at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Network Engineering, Network Security, Router Configuration, Firewall Management, Ip Backbone, Data Center Management, Network Testing, Capacity Planning, Change Management, Mentoring, Operational Excellence, Risk Mitigation
Specialization
Requires at least 4 years of experience in network engineering or an equivalent combination of education and training. Candidates must be able to design secured network solutions and adhere to strict regulatory and risk policies.
Experience Required
Minimum 2 year(s)
Teller Part Time Valley Forge at Wells Fargo
Easttown Township, Pennsylvania, United States - Full Time
Skills Needed
Customer Engagement, Cash Handling, Digital Banking Solutions, Risk Management, Fraud Identification, Relationship Building, Operational Compliance, Professionalism, Prioritization, Teamwork
Specialization
Requires at least 6 months of experience interacting with customers through work, military, or education. Candidates should possess strong cash handling skills and the ability to follow strict regulatory guidelines.
Business Execution Associate Manager at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Business Execution, Leadership, Strategic Planning, Retail Banking, Test Management, Test Automation, Jira, Alm, Confluence, User Acceptance Testing, Data Management, Analytical Skills, Problem Solving, Stakeholder Management, Risk Management, Process Improvement
Specialization
Requires at least 2 years of experience in business execution or strategic planning and 1 year of leadership experience. A bachelor's degree in a related discipline is preferred, along with strong expertise in test management tools and retail banking processes.
Experience Required
Minimum 2 year(s)
Teller Part Time Bham Central at Wells Fargo
Vestavia Hills, Alabama, United States - Full Time
Skills Needed
Customer Engagement, Cash Handling, Risk Management, Digital Banking Solutions, Relationship Building, Fraud Identification, Operational Compliance, Professionalism, Teamwork, Prioritization
Specialization
Requires at least 6 months of customer interaction experience. Desired qualifications include cash handling experience and the ability to work a schedule that includes most Saturdays.
Senior Database Engineer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Database Engineering, Data Modeling, Data Integration, Capacity Planning, Security Solutions, Oracle 19c Rac, Oracle Data Guard, Rman, Oracle Enterprise Manager, Postgres, Mongodb, Performance Tuning, Exadata, Scripting, Networking, Storage Configuration
Specialization
Candidates must have at least 4 years of Database Engineering experience, with a strong preference for experience in Postgres, MongoDB, and Oracle technologies. Familiarity with performance tuning and Exadata systems is also desired.
Experience Required
Minimum 5 year(s)
Lead Customer Service Representative at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Customer Service, Team Leadership, Escalation Management, Process Improvement, Mentorship, Financial Services, Contact Center Operations, Risk Management, Compliance, Stakeholder Communication
Specialization
Requires 4+ years of experience in financial services, contact centers, or customer service support. Candidates must be proficient in solving customer problems and assessing customer needs.
Experience Required
Minimum 2 year(s)
Lead Software Engineer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Servicenow, Agile, Software Engineering, Grc, Itam, Cmdb, Discovery, Scripted Apis, Client Side Scripting, Server Side Scripting, Itil, Cobit, Technical Leadership, Mentorship, System Architecture
Specialization
Candidates must have at least 5 years of software engineering experience with strong expertise in ServiceNow development and implementation. Proficiency in Agile methodologies, IT infrastructure, and enterprise architecture principles is required for this role.
Experience Required
Minimum 5 year(s)
Teller Part Time Richlands Branch at Wells Fargo
Richlands, Virginia, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Digital Banking Solutions, Risk Management, Fraud Identification, Relationship Building, Operational Compliance, Professionalism, Prioritization, Communication Skills
Specialization
Requires at least 6 months of customer interaction experience. Desired qualifications include cash handling experience and the ability to identify potential fraud.
Senior Financial Control analyst at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Financial Controls, Sox Testing, Regulatory Reporting, Coso Framework, Risk Management, Internal Audit, Stakeholder Management, Control Rationalization, Financial Reporting, It Governance, Analytics, Remediation Planning
Specialization
Requires 4+ years of experience in Finance, Accounting, Analytics, Reporting, or Audit. Desired expertise includes SOX and Regulatory Controls testing in line with COSO methodologies.
Experience Required
Minimum 2 year(s)
Teller Part Time Sumter Highway at Wells Fargo
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Digital Banking Solutions, Risk Management, Fraud Identification, Relationship Building, Operational Compliance, Professionalism, Prioritization, Communication
Specialization
Requires at least 6 months of customer interaction experience. Desired qualifications include cash handling experience and the ability to follow strict banking policies and regulations.
District Manager Salt Lake South at Wells Fargo
South Jordan, Utah, United States - Full Time
Skills Needed
Team Leadership, Risk Management, Process Improvement, Strategic Planning, Talent Development, Financial Resource Management, Regulatory Compliance, Analytical Skills, Interpersonal Communication, Stakeholder Management, Digital Banking, Coaching
Specialization
Requires at least 7 years of experience in banking or financial services and 3+ years of leadership experience. Candidates should possess strong analytical skills and the ability to manage business units across multiple sites.
Experience Required
Minimum 5 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.
Procedure Writer Associate at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Procedure Writing, Content Governance, Documentation Excellence, Ticket Management, Regulatory Changes, Document Library Maintenance, Technical Manuals, Technical Presentations, Business Operations Policies, Process Gaps Resolution, Jira, Content Certification Lifecycle, Subject Matter Expert (Sme), Mis Reporting, Tableau, Agile
Specialization
The minimum requirement is 6+ months of Procedure Writing experience, or equivalent demonstrated through work, training, military experience, or education. Desired qualifications include experience with Jira for task creation, proactive content certification management, and serving as a Subject Matter Expert for ticketing processes.
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)
Bilingual Spanish Personal Banker | Woodside Plaza at Wells Fargo
Redwood City, California, United States - Full Time
Skills Needed
Bilingual Spanish, Customer Relationship Management, Cash Handling, Financial Services, Digital Banking Tools, Credit Applications, Risk Management, Account Opening, Active Listening, Compliance, Referral Generation, Communication Skills
Specialization
Requires at least 6 months of customer interaction experience and bilingual proficiency in Spanish and English. Candidates must be able to work Saturdays and pass a required language assessment.
Registered Client Associate at Wells Fargo
Naples, Florida, United States - Full Time
Skills Needed
Brokerage Support, Client Services, Finra Series 7, Finra Series 63, Microsoft Office, Account Management, Administrative Support, Customer Relationship Management, Regulatory Compliance, Financial Services
Specialization
Requires at least one year of brokerage and client services experience and successful completion of FINRA Series 7 and 63 examinations. Candidates must pass a background check and maintain appropriate licensing for ongoing employment.
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)