Lending Technology

Lending Technology Finance Jobs

10 jobs found

Senior Credit Products Specialist - Private Banking

Flagstar Bank New York, NY

11d ago

$141k - $168k/yr Full time Manager Senior Banking

Manager Senior Banking

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Job Description

This onsite role in New York, NY supports Private Banking by structuring, negotiating, and managing highly complex commercial credit relationships. The position offers an annual salary range of USD 141,299 to 168,468 and emphasizes risk management guidance for the portfolio along with mentorship of junior credit professionals.

Responsibilities

Lead the structuring, analysis, and approval of complex credit transactions, balancing risk with business objectives.
Monitor portfolio risk proactively, identifying industry trends and macroeconomic factors affecting credit quality.
Act as a strategic partner to relationship managers and senior leadership, providing expertise in credit negotiations and deal execution.
Collaborate with clients, legal counsel, and internal teams to structure and negotiate credit agreements.
Provide mentorship to junior credit professionals, training on credit risk best practices and escalating process-improvement opportunities to senior leadership.
Exercise independent judgement to make decisions on the assigned portfolio.
Diagnose and resolve issues affecting the portfolio.
Contribute to special projects and other duties as assigned.
Maintain compliance with regulatory and compliance policies, complete required trainings, and adhere to applicable laws and regulations.

Requirements

Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field, or 12+ years of equivalent experience.
Minimum 8+ years in commercial credit analysis, structuring, underwriting, portfolio management, and risk analysis.
Deep expertise in structuring and negotiating complex credit agreements.
Strong leadership skills with the ability to influence credit strategy and policy.
In-depth understanding of macroeconomic factors and their impact on credit risk.
Proven ability to manage large portfolios and advise senior executives.
Exceptional communication and stakeholder management skills.
As relevant for the supported line of business, well versed in legal documentation such as Credit Agreements, and positioned to develop junior associates, interact with internal and external legal counsel, and negotiate directly with clients.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

Preferred Qualifications

Master's degree (MBA or CFA) preferred

Job Competencies

Strategic Credit Expertise: Deep knowledge of complex commercial lending structures, industry trends, and economic factors affecting credit risk.
High-Level Risk Oversight: Ability to assess portfolio risk at a macro level, identifying patterns and trends that inform credit strategy.
Client & Executive Engagement: Strong ability to interact with senior leadership, legal teams, and high-profile clients on structuring and negotiating credit agreements.
Deal Structuring & Negotiation: Expertise in negotiating complex loan terms, partnering with legal counsel and senior RMs to finalize agreements.
Leadership & Mentorship: Mentors junior credit professionals, develops talent and fosters a strong credit culture.
Change Management & Innovation: Identifies opportunities for process improvement, technology adoption, and best practice implementation.
Regulatory & Policy Knowledge: Deep understanding of credit policies, compliance standards, and legal considerations in lending.
Executive-Level Communication: Ability to articulate complex credit decisions clearly and persuasively to internal and external stakeholders.
Relationship Building & Collaboration: Demonstrates the ability to build relationships with stakeholders through clear communication, proactive collaboration, and cross-functional insights; aligns efforts with enterprise goals to drive performance.
Client Relationship Leadership: Builds trusted client relationships by identifying needs and delivering tailored solutions to enhance the client experience.
Physical demands (ADA): No unusual physical exertion involved.

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Wealth Management Private Banker

Fremont Bank Livermore, CA

15d ago

$95k - $129k/yr Full time Advisor Banker Banking

Advisor Banker Banking

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Job Description

The Wealth Management Private Banker role in Livermore, California, with Fremont Bank, collaborates with branch managers, financial advisors, and loan officers to attract high-value clients and deepen relationships by assessing deposit, lending, and investment needs.

Compensation and Location

Salary: USD 95,100 to 129,300 per year. Location: Livermore, CA onsite.

Experience and Education

Minimum of three years of experience in the financial services industry within a commercial, investment, or private banking environment.
Bachelor’s Degree preferred.

Responsibilities

Evaluate client needs, identify opportunities, and provide tailored financial guidance in collaboration with partners or independently to ensure recommendations align with client objectives.
Develop and maintain a robust pipeline of opportunities to meet and surpass targets.
Establish a reputation for excellence and effective execution; build trust with partners by accurately assessing needs to cultivate banking opportunities for their clients.
Serve as the subject matter expert for branch inquiries on available products and services.
Analyze the competitive landscape and craft strategies to retain existing business and win new clients.
Collaborate and communicate effectively with branch managers, associates, and all partners.

Requirements

Bachelor’s Degree preferred.
Minimum three years of financial services experience in a commercial, investment, or private bank setting.
Series 6 and 63 (or 66) securities licenses required; Series 7 preferred.
Proven track record in business development in partnership with centers of influence.
Strong understanding of local community needs and active community involvement.
Knowledge of credit products including residential mortgage products, home equity lines of credit, and commercial credit facilities.
Experience assessing the financial needs of diverse client profiles.
Strong relationship-building skills with clients, branch managers, associates, financial advisors, loan officers, and other product specialists.
Comprehensive knowledge of banking and lending products, including deposits and cash management.
Ability to screen, manage, and decline transactions efficiently while maintaining client relationships.
Excellent business development and marketing capabilities with a consistent track record of top results.
Poise and professionalism when engaging with affluent clients in challenging situations.
Detail-oriented with strong organizational and analytical abilities.
Superior oral and written communication skills and strong presentation abilities.
Ability to meet deadlines and manage client expectations.
Strong collaboration skills in a team-oriented environment.
Completion of formal credit training is strongly preferred.

Benefits

Medical, dental, and vision insurance
Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
Employee Stock Ownership Plan (ESOP)
401(k) with employer match
Performance-based bonuses or incentives
Paid holidays, vacation, and sick time
Free personal checking and savings accounts
Home loan rate discounts
Tuition reimbursement and professional development resources
On-site gym and discounted health club memberships
Employee Assistance Program (EAP)

Position Summary

Fremont Bank, a long-standing Bay Area financial institution, seeks a strategic, hands-on professional to join the Retail Banking team and contribute to the organization’s mission through strong client relationships, community service, and excellence. This is a high-impact role within a mission-driven environment.

Why Fremont Bank

Founded in 1964, Fremont Bank is among the region’s oldest independently owned banks and has earned Top Workplace recognition for many years. The culture prioritizes relationships with clients, colleagues, and the community, emphasizing inclusivity and excellence. The organization supports deep community involvement and local reinvestment through a values-driven, performance-oriented environment.

The Fremont Bank Way

The bank delivers full-service banking with comprehensive financial solutions, modern technology, and exceptional service. The approach emphasizes a no-compromise mindset to help clients reach viable outcomes. Core values include going above and beyond for clients, fostering a supportive environment for associates, and investing in the well-being of the local community.

Position Overview

The Wealth Management Private Banker will collaborate with branch managers, associates, financial advisors, and both commercial and residential loan officers to deliver sound financial guidance on available products and services. The role focuses on acquiring new high-value clients and deepening existing relationships by evaluating deposit, lending, and investment needs.

What Makes Fremont Bank Associates Thrive

Team players who consistently support colleagues
Action-oriented professionals who challenge the status quo
Purpose-driven individuals who understand the bank's community impact

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Director, Business Lending & Operations

Langley Federal Credit Union Newport News, VA Hybrid

17d ago

Full time Banking Business Compliance

Banking Business Compliance

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Job Description

Langley Federal Credit Union seeks a senior leader to direct its business lending and operations, overseeing underwriting, loan servicing, portfolio administration, and treasury management risk controls for commercial and business lending in a hybrid Newport News, Virginia setting.

Responsibilities

Build and lead teams responsible for commercial underwriting, credit analysis, loan servicing, treasury management, and commercial lending operations.
Provide senior oversight of underwriting and credit structuring for complex C&I, CRE, and business lending transactions, including covenant design, collateral structures, and financial analysis.
Establish and maintain underwriting standards, credit policies and procedures, and operational controls to ensure sound lending practices and regulatory compliance, plus quality control over credit memos, loan approvals, annual reviews, covenant tracking, and borrower financial monitoring.
Oversee the commercial loan pipeline from intake through underwriting, approval, closing, and servicing, ensuring efficiency and timely execution.
Direct all loan servicing and portfolio administration activities, including financial statement collection, covenant compliance monitoring, and portfolio risk reporting.
Oversee operational processes related to loan documentation, closings, post-closing review, and system boarding.
Provide oversight of treasury management risk controls for business services, including ACH, wire transfers, and other payment solutions.
Monitor the quality of the commercial loan portfolio, including risk rating migration, policy exceptions, past due loans, and credit performance trends.
Develop and maintain risk rating and profitability matrix tools in partnership with Finance and executive leadership expectations.
Ensure accurate and timely regulatory and internal reporting, including portfolio analytics and NCUA-related reporting requirements.
Lead initiatives to improve commercial lending processes, systems, and technology, including loan origination and servicing platforms.
Manage intake processes and ensure strong service standards for business members, including resolution of complex service or operational issues.
Identify emerging credit or operational risks and escalate issues to the department Vice President as appropriate.
Assist with leadership of the Business Lending department in the absence of the Vice President.

Requirements

Bachelor’s degree in Business Administration, Accounting, Finance, Economics, or related field required.
Eight to ten years of commercial lending experience, including underwriting complex C&I and commercial loan transactions, required.
Minimum five years of experience leading or managing credit, underwriting, or commercial lending operations teams.
Expert knowledge of commercial credit analysis, financial statement analysis, loan structuring, and covenant design required.

Competencies

Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
Langley Ambassadors – Demonstrates a passion for Langley’s vision, encouraging diversity, equity, and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
Team Driven – Collaborates across Langley, communicating with transparency, and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
Continuous Learners – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements

The role requires sitting for extended periods and using a computer workstation, with close vision needed to view monitors. The ability to hear and speak clearly is required for interactions with coworkers, members, and vendors. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Working Conditions

The office environment typically features a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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Vice President, Venture Lending and Banking

Stifel New York, NY

19d ago

$150k - $200k/yr Full time Advisor Banking Business Development

Advisor Banking Business Development

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Job Description

The VP or SVP will build and support a regional portfolio of technology companies, lead debt processes, and deliver a curated banking experience through Stifel's platform.

Responsibilities

Build and support a regional client portfolio of technology companies as a Vice President or Senior Vice President within Stifel's Venture Banking Team.
Leverage the resources of Stifel's banking and broader corporate platform to lead debt processes and provide a curated banking experience for entrepreneurs and their businesses.
Engage with senior leaders inside and outside the organization to understand technology and capital trends and how they impact the companies we support.
Bring venture-backed technology experience, a strong relationship network, and serve as a trusted advisor to technology companies and their investors.

What you'll be doing

Maintain a portfolio of technology company clients, including ongoing portfolio management and deploying Stifel resources to support those clients.
Drive deal processes, including loan underwriting, loan documentation, and the loan closing process.
Maintain in-depth knowledge of the venture capital ecosystem and Stifel’s products and services.
Identify and pursue opportunities to strengthen relationships with venture capitalists, founders, executives, and industry advisors.
Attend and, when appropriate, curate industry events to represent Stifel and expand the organization’s network connectivity.

What we're looking for

Maintain a portfolio of technology company clients, including ongoing portfolio management and effectively deploying Stifel platform resources to support clients.
Ability to drive deal processes, including loan underwriting, loan documentation, and loan closing.
Deep knowledge of the venture capital ecosystem and firm products and services.
Recognizes and pursues opportunities to strengthen relationships with key stakeholders within the innovation ecosystem, including venture capitalists, founders, executives, and industry advisors.
Attends and curates industry events to represent Stifel and expand network connectivity when appropriate.

What you'll bring

Advanced knowledge in venture lending, underwriting, and portfolio management.
Knowledge of economic and accounting principles and practices, the financial markets, venture banking, and the analysis and reporting of financial data.
Interest in technology trends, key metrics, and capital markets affecting the innovation ecosystem.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions and approaches to problems.
Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams.
Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
Strong team leadership skills to coach, develop, and retain team members.

Education & Experience

Bachelor's degree in finance, accounting or equivalent experience.
3+ years of related work experience in venture banking, commercial banking, investment banking, or private capital investing.

Licenses & Credentials

Minimum Required: None

Systems & Technology

Proficient in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook

Benefits

Discretionary bonuses
Health, dental, vision, and prescription insurance
Stifel Total Health Connect
Flexible spending accounts
Tuition and certification assistance programs
Paid time off
401k
Wellness initiatives
Life insurance

Why Stifel

Stifel emphasizes a client- and associate-first culture where everyone belongs, is welcome, and contributes to the success of clients, their careers, and the firm as a whole.

Explore where your place is at Stifel, where professional success can align with client outcomes.

What you’ll be doing

The Venture Banking Team at Stifel expects the VP/SVP to actively build and support a regional technology-focused client base, leverage the firm’s banking and corporate resources to manage debt processes, and deliver a tailored banking experience to entrepreneurs and their companies. Success depends on engaging senior leaders to understand technology and capital trends and translating those insights into value for clients and their investors.

Systems & Technology (additional)

Microsoft Word, Excel, PowerPoint, and Outlook proficiency is required.

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J.P. Morgan Advisors - Senior Client Associate - Atlanta, GA

JPMorganChase Atlanta, GA

24d ago

Full time Senior Advisors Associate

Senior Advisors Associate

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Job Description

Overview

Join J.P. Morgan Advisors as a Senior Client Associate based in Atlanta, GA, supporting ultra-high net worth clients with exceptional wealth management services. You will work closely with Financial Advisors to provide personalized solutions and cultivate lasting relationships. This role offers clear opportunities for career growth and mobility within a globally respected financial firm, backed by the resources of JPMorgan Wealth Management. You will help shape the client service experience by delivering high quality support and innovative financial solutions. Location: Atlanta, GA 30326.

Responsibilities

Own the client onboarding and account maintenance process for new and existing clients by collecting account-specific information, obtaining documents and financials, and providing investment quotes while complying with regulatory and firm policies and procedures.
Interface directly with clients and Financial Advisors to make investment recommendations, present firm offerings, and execute equity trades, mutual fund orders, fixed income trades, and private investments.
Provide support across a diverse suite of products and applications including Advisor Services, Wealth Planning and Advice, Goal Based Planning, liabilities planning, banking and lending solutions, mortgages, and digital offerings through JP Morgan Online and the mobile suite.
Perform daily administrative and operational duties that support Financial Advisors and clients, including direct communication about money transfers, account maintenance, portfolio review preparation, ad hoc requests, and attendance at client meetings.
Serve as a liaison between the Financial Advisor team, branch management, compliance, and other business units throughout the firm.
Proactively support firm and regional initiatives and remediations, and participate in recurring local, national, and technology team meetings.

Required qualifications, capabilities, and skills

Bachelor's degree or equivalent experience
Series 7 and 66 licenses upon hire or must successfully obtain within 180 days from the start date
Proven ability to be a self-starter, serve as an end-to-end owner of tasks, and work independently in a fast-paced environment
Proactively identify and deliver solutions that address client needs
Effective communication with clients and team members while maintaining professionalism in challenging situations

Preferred qualifications, capabilities, and skills

Ability to adapt and stay current with evolving technology and regulatory policies
Strong proficiency with Word, PowerPoint, and Excel

About Us

Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to build engaged, lifelong relationships and place customers at the center of everything we do. We also assist small businesses, nonprofits, and cities to grow by delivering comprehensive financial solutions. We offer a competitive total rewards package that includes a base salary determined by the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, based on individual performance. Benefits cover comprehensive health care, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits are provided during the hiring process. We value our people and the diverse talents they bring to our global workforce, which are central to our success. We are an equal opportunity employer and oppose discrimination based on protected attributes. We also provide reasonable accommodations for religious practices and beliefs as well as mental health or physical disability needs. For information about requesting an accommodation, please refer to our FAQs.

Equal Opportunity Employer

We are committed to diversity and inclusion. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other status protected by law. We offer reasonable accommodations for applicants and employees with religious practices or disability needs. For details, see our FAQs on accommodations.

About the team

Our Consumer and Community Banking division serves Chase customers with a wide range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are proud to lead the United States in credit card sales and deposit growth, and to offer highly utilized digital solutions while maintaining top-tier customer satisfaction.

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Director of Finance

Montauk Yacht Club Resort and Marina Montauk, NY Hybrid

1mo ago

$155k - $165k/yr Full time MBA Accounting Accounts Payable

MBA Accounting Accounts Payable

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Job Description

Overview

Proper Hospitality seeks a Director of Finance for Montauk Yacht Club Resort and Marina, a 106-room luxury property within The Collective. Spanning 16 acres on Star Island in Montauk, the resort offers waterfront vistas, a private beach, three pools, multiple dining options, and more than 200 wet slips for vessels ranging from small day cruisers to 300-foot superyachts. With eight decades of East End history as an elite social club, the property has been thoughtfully reborn to welcome the modern traveler, blending classic East Coast architecture with refined interiors and meticulous amenities. The Director of Finance will act as a strategic partner to the General Manager and the Executive Leadership Team, overseeing all financial operations and ensuring practices align with Montauk Yacht Club’s guest-centric vision.

Location & Work Arrangement

Hybrid work arrangement based in Montauk, NY 11954. The property is located at 32 Star Island Road, Montauk, NY 11954. This is a full-time, hybrid remote role.

Key Responsibilities

Develop and execute the financial strategy for Montauk Yacht Club, ensuring alignment with long-term business objectives.
Lead the annual budgeting process, including forecasting, capital expenditure planning, and long-term financial modeling.
Provide strategic insights to optimize revenue, profitability and operational efficiency.
Oversee day-to-day financial operations such as accounts payable, accounts receivable, payroll and cash management.
Ensure accurate and timely preparation of financial reports, including P&L statements, balance sheets and cash flow projections.
Monitor working capital and manage liquidity to support operational needs.
Ensure compliance with all financial regulations, tax laws, and corporate policies; manage internal and external audits and maintain strong internal controls.
Collaborate with the Revenue Management team to analyze market trends, pricing strategies and revenue performance.
Evaluate financial impacts of sales, marketing and operational initiatives to drive profitability.
Lead and mentor the Finance team, fostering collaboration, accountability and excellence; provide financial training to department heads to enhance fiscal understanding.
Oversee the implementation and optimization of financial systems, tools and software; leverage technology to streamline processes and support data-driven decision making.

Qualifications

Bachelor’s degree in Finance, Accounting, or a related field; CPA, CFA, or MBA preferred.
Minimum of 5 to 7 years of financial management experience, ideally in luxury hospitality or boutique hotel settings.
Proven track record of financial leadership and strategy execution.

Skills & Competencies

Exceptional financial acumen with strong analytical and problem-solving capabilities.
Deep understanding of hospitality metrics, including RevPAR, ADR, GOPPAR and labor cost management.
Excellent communication and interpersonal skills with the ability to influence stakeholders at all levels.
Proficient with financial systems (Opera, Micros, SAP, QuickBooks) and advanced Excel capabilities.
Strong leadership and team-building abilities with a focus on developing talent.

Personal Attributes

High integrity, professionalism and commitment to ethical practices.
Adaptability in a fast-paced, dynamic luxury hospitality environment.
Collaborative and service-oriented mindset.

Compensation & Benefits

Salary range: $155,000 to $165,000 per year.
This is a full-time role eligible for a discretionary annual bonus of up to 25% of base salary.
Benefits include 401(k), health insurance, dental insurance, vision insurance, life insurance, and paid time off, plus an employee discount.

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Relationship Banker Waco Temple

Wells Fargo Temple, TX

1mo ago

$50k - $73k/yr Full time Banker Banking Branch Operations

Banker Banking Branch Operations

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Job Description

Why Wells Fargo

If you are seeking more than a typical job, this is the place to find it. Wells Fargo stands as a global financial services leader driving innovation, empowering communities, and helping customers succeed. A meaningful career goes beyond a job, bringing together all the elements you need to thrive in one place. The Well Life benefits program supports you in life as well as work, offering robust benefits, competitive compensation, and programs designed to help you balance work and well being. You will be recognized for contributing to your community, valued for being your authentic self, and empowered to grow. Wells Fargo was ranked among the top three 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 looking for a Relationship Banker (SAFE) within the National Branch Network in the Consumer Banking and Lending division. For more information about career areas and business divisions, visit wellsfargojobs.com. After completing the required licensing and SAFE registration, the Relationship Banker LP (SAFE) will transition to the Relationship Banker (SAFE) role. The profile provided offers a general sense of the role; actual day to day duties vary by branch and by banker based on several factors, including years of experience, the mix of customers served, banking services and options used, and customer needs.

In this role you will:

Develop relationships with customers and take time to understand their needs
Identify opportunities to offer a full range of Wells Fargo retail banking deposits and credit products and services aligned with customer needs
Analyze tactical business challenges related to a full service banking experience for emerging affluent and high value customers and present recommendations
Provide recommendations to resolve inquiries and service requests regarding customer accounts
Open and service accounts within authorized limits and create plans for follow up and scheduled contacts with customers
Share information with internal partners and external sources to further enhance the customer experience
Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs
Partner with financial advisors to understand appropriate introductions to address investment or retirement needs
Provide self service digital banking options to customers
This SAFE position involves customer contact and duties that may include offering or negotiating terms and/or taking an application for a dwelling secured transaction. Compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations is required. Ongoing employment depends on meeting all such requirements, including acceptable background investigation results.

Individuals in a SAFE position must meet Loan Originator requirements under Regulation Z as described in the job expectations below.

Licensing and compliance

Role requires licensing and regulatory compliance typical for SAFE positions. Upon offer, timelines for required certifications and registrations will be provided. The SAFЕ designation requires ongoing registration, and the process is initiated by Wells Fargo after the start date. The Nationwide Mortgage Licensing System (NMLS) MU4R questions and registration are part of employment requirements. Individuals in Loan Originator (LO) roles must satisfy Consumer Financial Protection Bureau qualification requirements and conform with Wells Fargo policies. The LO standards include financial responsibility, character, general financial fitness, and criminal background considerations.

Ongoing licensing and SAFE registration will be initiated by Wells Fargo after your start date
NMLS MU4R questions and registration are part of the employment process
FINRA licensing: Current or required within a specified period (Series 6 and Series 63; co-requisite SIE for certain exams after 9/30/2018)
State securities license(s) and insurance license(s), as applicable, with completion timelines communicated at offer acceptance
Loan Originator requirements under Regulation Z, as described in job expectations
Compliance with retail controls, risk management, and loss prevention policies
Background checks and financial fitness standards are part of ongoing employment
FINRA licensing review will be initiated at offer acceptance

A current credit r

Required Qualifications

2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
1+ year of assessing and meeting customers' needs or assisting with issue resolution
1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications

FINRA Series 6 and Series 63 examinations completed (or FINRA recognized equivalents) sufficient for immediate FINRA registration
State insurance license(s)
Customer service focus with experience handling transactions across multiple systems
Proven ability to proactively source, acquire, build, and maintain relationships with customers and colleagues
Strong verbal, written, and interpersonal communication skills
Knowledge of book of business processes to actively manage 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 of retail compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
High motivation to meet team objectives while maintaining individual performance
Experience mentoring and peer coaching
Experience assessing customer needs and recommending products and services to fulfill those needs
Experience using business acumen to provide financial services consultation to small business customers
Knowledge of consumer lending products
Ability to educate and connect customers to technology and highlight the value of mobile banking options
Professional integrity and respectful interaction with customers and colleagues

Job Expectations

Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices and risk management culture
Current registration for FINRA Series 6 and Series 63, or completion within a specified period
For certain FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
For several states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period; states include 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, WY. Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66; this list is subject to change
State insurance license(s) are required and must be completed within a specified period
Licensing requirements and expected completion timelines will be communicated to the candidate upon offer acceptance
Obtaining and maintaining FINRA licenses is required for ongoing employment, with enhanced financial fitness and criminal background standards; FINRA review will begin at offer acceptance