Small Business Banker

Detailed Information

LISTED SITE
  • Location: Los Angeles, CA

  • Company: Disability Solutions

action plans to achieve specified sales and service goals.

Additionally, the candidate will possess an outgoing personality and have the ability to create or draw on business relationships with business leaders and managers within the community to help attract and build new client relationships.

Additionally, the ideal candidate will have a background in small business lending products and services and be able to make lending recommendations suitable for the client's needs. This role will be based in a Western Alliance branch office and will primarily involve supporting an existing portfolio of clients, connecting primarily via telephone or email and occasionally through in-person

visits while working to develop new business. What we are looking for: Be the primary point of contact for a portfolio of small business clients within a defined geographic coverage area Routinely contact, primarily via telephone, existing, prospective, or newly assigned clients, and develop relationships and new business opportunities Ability to backss customer's financial needs and recommend the most appropriate products and/or services to assist in developing new business opportunities and expanding on existing customer base.

Supports the growth of a designated branch market area and Provides leadership by actively supporting assigned branches Maintain a strong knowledge of Western

Alliance Bank deposit, lending, and treasury management products and services Collaborate with other departments across the organization to execute the sales, relationship-building, and credit strategies to achieve optimal results Stay abreast of changing business trends that impact small business clients and translate those trends into business opportunities Assists in mitigating risk, verifying audit compliance, and procedural quality control through a branch operations review.

Ensures compliance with established Bank policies, procedures, and state and federal regulations. Minimum Requirements High School Diploma or equivalent and five (5) or more years of Branch Banking Operations, Customer Service, or Lending and/or Deposits Sales or a combination thereof Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management, and/or other commercial banking products and services Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices Intermediate project management and organizational skills; ability to create momentum, foster organizational change, and work with other members of senior management.

Experience advising business owners on complex credit/lending solutions Strong speaking and writing skills for internal and external audiences Ability to interpret client financial statements and recommend specific solutions to achieve goals.

Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Ameri Home Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, interaction, color, religion, age, nation origin, marital status, disability, protected veteran status, interactionual orientation, gender identity or genetic information.

Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email xyz X@ or call 602-386-xyz X. When contacting us, please provide your contact information and state the nature of your accessibility issue.

We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. - Western Alliance Bancorporation

Banking in Los Angeles, CA

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Banking And Lending Professional (Telecommute)
Los Angeles, CA
Dec 26, 2023
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The Universal Banker III is responsible for meeting with
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The Universal Banker III is responsible for meeting with
Los Angeles, CA
Jan 02, 2024

Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs. Responsible for carrying out and implementing bank policy with respect to a sound operation and various banking regulations, such as Reg.

D, E, CC, DD, Privacy Act, BSA, USA Patriot Act, OFAC, and Anti-Money Laundering Act. In larger branch structures, this individual could focus primarily on one of the areas of teller or new accounts or client service. KNOWLEDGE, SKILLS, ABILITIES REQUIRED: Communication Skills Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing,

in person, and over the phone. Ability to respond effectively to the most sensitive inquiries or client complaints. Computer Skills Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, core banking process systems, e-mail and on-line banking programs.

Reasoning Skills Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Physical Demands: The physical demands described here are representative

of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Be able to handle large amounts of cash.

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The Universal Banker II is responsible for meeting with
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The Universal Banker II is responsible for meeting with
Los Angeles, CA
Jan 02, 2024

Must proactively discover needs and cross-sell the products and services that will appropriately meet those financial needs. Responsible for carrying out and implementing bank policy with respect to a sound operation and various banking regulations, such as Reg.

D, E, CC, DD, Privacy Act, BSA, USA Patriot Act, OFAC, and Anti-Money Laundering Act. In larger branch structures, this individual could focus primarily on one of the areas of teller or new accounts or client service. QUALIFICATIONS: Education and/or experience: Minimum one year of experience in bank operations preferred, but not required. Cash handling experience in a bank or retail setting preferred. Ability to follow precise

directions and learn banking equipment and software quickly. Present a professional image in dealing with clients, interdepartmental, and external representatives.

KNOWLEDGE, SKILLS, ABILITIES REQUIRED: Communication Skills: Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone. Ability to respond effectively to the most sensitive inquiries or client complaints. Reasoning Skills: Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions

in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills: Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Be able to handle large amounts of cash.

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The Universal Banker I will be responsible for conducting
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The Universal Banker I will be responsible for conducting
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Jan 02, 2024

cross trained in new account processes as deemed appropriate by the Service Manager and in conjunction with the sales and service needs of the branch. QUALIFICATIONS: Education and/or experience: Minimum one year of experience in bank operations preferred, but not required.

Cash handling experience in a bank or retail setting preferred. Ability to follow precise directions and learn banking equipment and software quickly. Present a professional image in dealing with clients, interdepartmental, and external representatives. KNOWLEDGE, SKILLS, ABILITIES REQUIRED: Communication skills: Good written and oral communication skills; ability to communicate effectively and project a professional

image when giving and taking information in writing, in person, and over the phone. Ability to respond effectively to the most sensitive inquiries or client complaints.

Reasoning Skills: Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Computer Skills: Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail. Physical Demands: The physical demands described here are representative

of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Be able to handle large amounts of cash.

Banking In California

1
Teller Part Time Dana Point
Anaheim
Dec 23, 2023

- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.

Apply today. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity

to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more

experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team memberinteractionperience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 32331 Golden Lantern, Laguna Niguel CA 92677 Job posting may come down early due to volume of applicants Pay Range $20.00 - $25.14 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.

Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 6 Jan 2024 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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. PDN-9ae9ad04-24c0-4d96-b46e-b0ecfcf93318

1
Teller - Part Time - San Clemente, CA
Anaheim
Jan 04, 2024

environment for all employees to grow and thrive.      As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.

This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for " Best Bank" and " Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for " Overall Client Satisfaction"

in Small Business & Middle Market Excellence Awards.   We are looking for a Part Time Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our San Clemente, CA branch.

If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts,

issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.

Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell bank opportunities through exploring needs. Other duties as assigned. Schedule: Monday - Friday, 8:30 am - 5:15pm, 32 hours/week Qualifications: Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.

Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients' needs. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $20 - $22 hourly depending on job-related factors such as level of experience.

1
Senior Branch Premier Banker - RANCHO SANTA MARGARITA, CA
Anaheim
Dec 16, 2023

In Top Companies list - and #1 among financial services companies - as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.

Apply today. About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition

to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee

has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex costumer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs May study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.

As such, this position requires compliance with the SAFE.

Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and services Desired Qualifications: Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration State Insurance license(s)3+ years of experience in a licensed financial services position Customer service focus with experience handling complex transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagueinteractioncellent verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations Ability to educate and connect customers to technology and share the value of self-service digital banking optioninteractionperience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Job Expectations: Ability to work holidays and weekends Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period.

For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed 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. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.

This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.

Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (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 backss your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Pay Range $33.61 - $59.76 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.

Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 25 Dec 2023 Job posting may come down early due to volume of applicants.

We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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. PDN-9adb981e-26f6-4a2a-b879-563e78c3dd01

1
Associate Banker TESTING DO NOT APPLY
Anaheim
Dec 18, 2023

nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for

applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching

and more. Additional details about total compensation and benefits will be provided during the hiring process.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Lake Forest, CA $22.50 - $26.11 / hour

1
Teller Lake Forest
Anaheim
Dec 20, 2023

- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.

Apply today. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity

to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more

experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 24251 Rockfield Blvd.

Lake Forest CA 92630 Compensation Pay Range: 20.00 - 25.14 USD Hourly @RWF22 Pay Range $20.00 - $25.14 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.

Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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. PDN-9ae3a46d-c7c9-4664-b8b6-d043a4ff51e2

1
Relationship Banker - Laguna Beach
Anaheim
Dec 04, 2023