Custom Credit Banker 3

2 weeks ago


Paramus, United States Wells Fargo Full time
Job Description

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:
  • Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions
  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area
  • Deliver solutions that are long-term, large-scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
  • Provide vision, direction, and expertise within Wealth Custom Lending functional area to leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide strategies
  • Engage with Wealth Custom Lending functional area professionals and managers across the company and serve as an expert advisor to leadership
Required Qualifications:
  • 7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • A Master's degree or higher
  • Excellent sales and relationship management skills
  • Credit risk experience
  • Knowledge of traditional banking products
  • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
  • Experience working with clients within the UHNW space
Job Expectations:
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required


Posting End Date:

8 Sep 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, sexual 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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.
  • Universal Banker

    3 months ago


    Paramus, United States Spencer Savings Bank Full time

    Job DescriptionJob DescriptionBASIC FUNCTIONThe Universal Banker responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers’ needs by processing a variety of financial transactions including but not limited to check cashing, withdrawals, deposits, and loan payments...


  • Paramus, New Jersey, United States Ingka External Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Retail Sales Associate. As a key member of our Customer Relations team, you will play a vital role in delivering an exceptional customer experience and building long-lasting relationships with our customers.Key ResponsibilitiesCustomer Service: Provide...


  • Paramus, United States HomeGoods Full time

    Style is never in short supply at our more than 500 HomeGoods stores and we are constantly on a mission to provide the little surprises and extra touches that make a house feel like home. Same with working here. Our environment is ever-changing, yet always encouraging. Every shift is a new opportunity to Discover Different.Opportunity: Contribute To The...


  • Paramus, New Jersey, United States Stew Leonard's Full time

    Position Overview:As a vital member of our retail team, you will facilitate smooth financial transactions with customers. Your responsibilities will include accurately scanning and weighing items, as well as processing various forms of payment including cash, checks, and credit/debit cards.Key Responsibilities:1. Operate the cash register efficiently in a...


  • Paramus, United States TJX Companies Full time

    At Homesense, we’re helping people let their personality shine in their home. We’re out to bring high-quality and unique pieces to stores throughout the country. Like our stores, our work environment is ever-evolving - and always encouraging. Every shift is a new opportunity to Discover Different.Opportunity: Contribute To The Growth Of Your...


  • Paramus, New Jersey, United States Ingka External Full time

    **Job Summary**We are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Ingka External. As a key member of our sales team, you will be responsible for delivering exceptional customer service and driving sales growth through effective product knowledge and sales strategies.**Key Responsibilities**Provide outstanding...


  • Paramus, New Jersey, United States SINCERA CONSULTING Full time

    Qualifications and Experience:We are seeking a dedicated professional with a Bachelor's Degree in Business, Computer Information Systems, or a related discipline, accompanied by a minimum of 3 years of experience in a technology service or management information systems environment.A Master's Degree in a relevant field is preferred, along with 4 years of...

  • Accounting Clerk

    1 month ago


    Paramus, New Jersey, United States Aston Carter Full time

    Job Title: Accounting Clerk - Data Entry Role is a great opportunity for an EL candidate to gain experience. Job DescriptionA leading distributor of food service packaging, facilities maintenance supplies, and equipment in the U.S. As a provider of customized supply chain solutions, the company serves customers in many business-to-business market segments...

  • Fraud Analyst

    3 months ago


    Paramus, United States AlienVault Full time

    Job Overview Job Description:Take the lead at the frontline of our company as a Fraud Analyst. This is your opportunity to make an impact with AT&T - a global leader in communications and technology, in a career where we'll count on you to deliver a best-in-class customer experience.As a Fraud Analyst you'll investigate fraud alerts on residence and business...


  • Paramus, New Jersey, United States Jackie Hubert Full time

    Job Opportunity at Jackie HubertWe are seeking a highly motivated and detail-oriented individual to join our team as a Retail Sales Associate at Jackie Hubert in Paramus Park.Key Responsibilities:Greet customers entering and leaving the business, providing a warm and welcoming atmosphere.Maintain a clean and organized work area, ensuring a safe and efficient...


  • Paramus, New Jersey, United States Systemart, LLC Full time

    Position OverviewThe Oracle Customer Care and Billing (CC&B) Functional Analyst plays a crucial role in delivering support services for the Oracle Utilities CC&B application, ensuring effective operations for the organization.This role is centered around collaboration with CC&B application users and management to address operational challenges, design...

  • Cashier

    4 weeks ago


    Paramus, United States Stew Leonard's Full time

    S complete the monetary transaction with customers by scanning and weighing products and accepting money, checks, credit/debit cards, or other form of payment for purchases. Operate cash register in food store or outdoor season shops. Your day-to-day Cashier, Customer Service, Grocery


  • Paramus, New Jersey, United States Wells Fargo Full time

    About the Position:Wells Fargo is on the lookout for a skilled Senior Commercial Banking Relationship Manager to join our Emerging Middle Market Credit Execution team. This role is pivotal in ensuring our clients receive exceptional service while managing a diverse portfolio of middle market accounts.Key Responsibilities:Conduct thorough investigations into...


  • Paramus, New Jersey, United States Stew Leonard's Full time

    Position Overview:As a Retail Cash Handling Specialist, you will be responsible for efficiently managing customer transactions. Your role involves scanning and weighing items, as well as processing various forms of payment including cash, checks, and credit/debit cards.Key Responsibilities:- Accurately operate the cash register in a retail environment.-...

  • Registrar Specialist

    3 weeks ago


    Paramus, United States BERGEN COMM COLLEGE Part time

    Job DescriptionJob DescriptionRegistrar Specialist- Part-timeA part time Registrar Specialist performs the responsibilities listed below for the Registration department.POSITION SUMMARYAssist Professional Staff with:Transfer evaluations and review academic records for incoming and current students to identify possibilities for prior credit including transfer...

  • Mortgage Originator

    2 months ago


    Paramus, United States M&T Bank Full time

    Overview: Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. Primary Responsibilities: ...

  • Mortgage Originator

    2 months ago


    Paramus, United States M&T Bank Full time

    Overview: Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. Primary Responsibilities: ...


  • Paramus, New Jersey, United States Stew Leonard's Full time

    Position Overview:As a Retail Cash Handling Specialist, you will be responsible for managing customer transactions efficiently and accurately. Your role is vital in ensuring a smooth purchasing experience for our clientele.Key Responsibilities:- Execute monetary transactions by scanning items and processing payments through various methods including cash,...


  • Paramus, United States Jackie Hubert Full time

    Job DescriptionJob DescriptionDavids Cookies in Paramus, NJ is looking for one cashier to join our 4 person strong team. Our ideal candidate is attentive, ambitious, and hard-working.ResponsibilitiesGreet customers entering and leaving the businessMaintain a clean and tidy work areaAccurately process all cash and credit paymentsProvide exceptional customer...


  • Paramus, New Jersey, United States Hobby Lobby International Inc Full time

    **Job Summary**Hobby Lobby International Inc is seeking a highly motivated and customer-focused Retail Sales Associate to join our team. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and achieving sales goals.**Key Responsibilities:**Provide excellent customer...