SeattleRecruiter Since 2001
the smart solution for Seattle jobs

Senior Business Banking Specialist Medina

Company: Wells Fargo Bank
Location: Redmond
Posted on: February 16, 2020

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.? In order to receive text message invitations, your profile must include a mobile phone number designated as ?Personal Cell? or ?Cellular? in the contact information of your application.At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Consumer Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country.? We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams.? We?ve built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.As a Sr. Business Banking Specialist at Wells Fargo you will be responsible for servicing and building relationships with small business customers with complex needs. You will work proactively to engage customers to understand what is most important to them and help with their complex needs.? Sr. Business Banking Specialists work with a group of partners to deliver an exceptional customer experience, acquire, deepen, and retain relationships, and help small business customers with complex needs succeed financially.Your responsibilities include:? Build,? manage and grow relationships with small business customers by asking questions to learn about their financial needs and gain an understanding of their short and long-term goals, share how Wells Fargo can help, follow up, and conduct proactive outreach? via phone or in-person visits, and set, plan and execute appointments? Serve as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.? Explain and demonstrate self-service digital options to customers? Maintain deep knowledge of bank products and services? Build relationships with branch team members and partners and work together to best serve customers? Complete service requests, establish new accounts, and submit credit applications? Make introductions to partners to help meet customer?s broader financial needs? Help resolve customer concerns and escalate issues as needed? Acquire, retain and deepen small business customers by leveraging appropriate systems to set appointments and conduct follow-up? Participate in community organizations and build relationships with centers of influenceThis SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.? As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.? Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.Learn more about Who We Are.? Copy and paste this video URL into a new browser tab to view:? https://www.youtube.com/watch?v=nzJE_bodcCM&list=PL1wnNCsFZfFVW7aXdtLBFvYrHynSOJcL0&index=33&t=0s?

Required Qualifications

  • 3+ years of experience in one or a combination of the following: business, retail, recommending products and services, or customer service

    Desired Qualifications
    • 1+ year of experience as a Wells Fargo Business Banking Specialist, Personal Banker 2, Personal Banker 2 Registered or comparable job family
    • Knowledge and understanding of book of business
    • Completion of all modules of the Business Banking Specialist ELP training
    • Customer service focus with experience handling complex transactions across multiple systems
    • Experience building and maintaining effective relationships with customers and internal partners
    • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
    • Knowledge and understanding of compliance controls, risk management and loss prevention
    • Ability to follow policies, procedures, and regulations
    • Ability to influence, educate, and connect customer to technology and share the value of digital banking options
    • Ability to interact with integrity and professionalism with customers and team members
    • High motivation with ability to successfully meet team objectives while maintaining individual performance
    • Experience mentoring and peer-coaching others
    • Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers
    • Experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapters of national organizations such as the Small Business Development Centers
    • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
    • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

      Other Desired Qualifications
      ? Multilingual speakers are encouraged to apply

      Job Expectations
      • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.
      • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
      • Successful completion of the Senior Business Specialist Academy within three months of offer.

        Street Address
        WA-Bellevue: 1130 Bellevue Way Ne - Bellevue, WA


        Disclaimer

        All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

        Relevant military experience is considered for veterans and transitioning service men and women.
        Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, Seattle , Senior Business Banking Specialist Medina, Accounting, Auditing , Redmond, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Night Auditor
Description: Night Auditor Hollander Hospitality is seeking a Night Auditor for the Crowne Plaza Seattle Airport Hotel in Seatac, WA. The Night Auditor audits, balances and prepares reports to provide accurate, timely (more...)
Company: Crowne Plaza Seattle Airport
Location: Seattle
Posted on: 02/28/2020

Billing Specialist
Description: Billing Specialist br br At SkyKick, you'll quickly discover the intersection where passion meets impact. Whether you're located in our Seattle headquarters or in one of our four global offices, every (more...)
Company: Skykick
Location: Seattle
Posted on: 02/28/2020

Tax CPA, 5+ years recent public accounting experience
Description: Company Description br br Are you looking for a challenging opportunity Consider joining our team on the Eastside of Lake Washington br ul li Fast growing established Eastside public accounting (more...)
Company: Moser & Company
Location: Bellevue
Posted on: 02/28/2020


AP Specialist
Description: br About Highspot br Highspot helps sales teams improve customer conversations and achieve their revenue goals. From content optimization and performance analytics to in-context training, guided (more...)
Company: Highspot
Location: Seattle
Posted on: 02/28/2020

Sr. Tax Manager - Federal Tax
Description: Company Description br br GISS Systems has been a leader in information technology consulting. GISS mission is to deliver results for its many Global clients through the design, development and implementation (more...)
Company: Global Outsourcing
Location: Seattle
Posted on: 02/28/2020

Staff Accountant
Description: Volt Workforce Solutions in partnership with a Global Non-Profit Organization is in search of a Staff Accountant. This position is based out of their Seattle
Company: Volt
Location: Seattle
Posted on: 02/28/2020

Equity Research Associate, Chinese Semiconductor Market
Description: Job Description br ABOUT THE JOB JOB BRIEF : br This individual will work closely with senior research professionals to assist in preparing and executing analyses of industry groups, individual companies, (more...)
Company: KeyCorp
Location: Seattle
Posted on: 02/28/2020

Accounting Manager
Description: Company Description br br Infotree's approach to every employee and customer is based around making a positive impact. We focus on over-servicing, continuous improvement and a high-quality culture. (more...)
Company: Infotree Service Inc
Location: Seattle
Posted on: 02/28/2020

Experienced Tax Associate
Description: Job Summary br br BDO's Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live (more...)
Company: BDO Seidman LLP
Location: Seattle
Posted on: 02/28/2020

Accountant I
Description: Company Description br br Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at http://www.mindlance.com. br (more...)
Company: Mindlance
Location: Bellevue
Posted on: 02/28/2020

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Seattle RSS job feeds