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Regional Banking Branch Manager 2 Colonial Promenade

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talente...

Posted 3 days ago

Job Description 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. Community Banking operates one of the most extensive banking franchises in the country, serving customers through approximately 6,000 branches and 13,000 ATMs in 39 states and the District of Columbia. Our group includes Business Strategy and Administration; Customer and Branch Experience; Customer Remediation Office; Distribution Strategy Group; Regional Banking; Regional Services; and Customer Segments, and serves mass market, affluent, and small business customers. Our focus is on delivering an exceptional experience for our customers and providing the products and services that will help them realize their financial hopes and dreams. Branch Managers at Wells Fargo are the leaders of the branch team and serve as the face of Wells Fargo in the community by actively participating in community events, committees, and business groups. They are role models for building lifelong relationships with customers, both consumers and small businesses. They foster a positive work environment where team members are encouraged, motivated and developed to achieve their maximum potential by leveraging coaching and performance management tools and processes. They embrace diversity and inclusion and they lead with ethics and integrity. Branch Managers are responsible for the operational success of the branch. They possess in-depth knowledge of our products, procedures and systems, and they have strong financial acumen. 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 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. Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. If you are a Wells Fargo Team Member, in your Jobs Profile ensure that your email address is valid and updated to an address that can receive external emails outside of the banking network and is a different email address than the one you originally used when you joined WF. Initial contact with you will be made via e-mail. Please check your e-mail regularly for updates. As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will: * Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them. * Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks. Required Qualifications * 3+ years of experience assessing and meeting the needs of customers and/or solving customer problems * 2+ years of management experience in retail or financial services Desired Qualifications * Ability to effectively manage time and competing priorities in a retail environment * Ability to go above and beyond standard job responsibilities * Ability to navigate multiple computer systems, applications, and utilize search tools to find information * Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important * Basic Microsoft Office skills * Experience complying with policies and procedures * Experience analyzing financial metrics * Experience developing strategic partnerships * Experience leading, motivating, coaching, training, and developing a team to meet performance objectives * Good communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies * High motivation with ability to successfully meet team objectives long term * Knowledge and understanding of laws and regulations pertaining to the banking industry * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Strong interpersonal skills with the ability to interact with all levels of an organization * Experience leading and motivating others in a work, military, or other formal organization * Ability to present to multiple levels of management * Management experience in a small or start-up branch office * An AA/AS degree or higher in business or finance * 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 United Way Job Expectations * Ability to work weekends and holidays as needed or scheduled * 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. Street Address AL-Pelham: 2261 Highway 31 S - Pelham, AL 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. CONSUMER BNKG 0065618 CONSUMER BNKG

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Financial Relationship Consultant - Alabaster Kent Stone Way

Regions Financial Corporation Alabaster AL, 35007

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 2 days ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development and upward mobility. This role was previously known as a Financial Services Specialist. At Regions, our mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. Financial Relationship Consultants are responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions * Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations * Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types * Provides a consistent optimal customer experience, including handling customer's transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want * Ownership and resolution of customer issues * Refers customers to an internal team of experts when complex financial goals and needs are recognized * Ensures safe and sound banking practices including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information. Minimum Requirements: * High school diploma or GED Preferred Experience: * 1-2 years previous banking and/or lending experience * 1-2 years experience handling cash in a bank environment * 1-2 years prior relationship based client consultation Preferred Qualifications & Skills: * College degree * Insurance License * Ability to assist customers with digital banking offerings * Strong communication and customer focus * Ability to handle multiple priorities simultaneously Location:Alabaster, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Financial Relationship Specialist - Columbiana Branch

Regions Financial Corporation Columbiana AL, 35051

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 2 days ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with prior Teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development and upward mobility. At Regions our mission is to make life better for our customers and communities. The purpose of this role is to create meaningful personal connections with customers, identify ways for Regions to meet customer needs, and assist in resolving end to end customer sales and service inquiries. Financial Relationship Specialists are responsible for providing an exceptional customer experience and contribute to improving the financial wellness of our customers. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing * Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts * Works to create and establish relationships with customers, remaining well-informed about the customer's relationship with the bank * Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier * Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution * Refers customers to an internal team of experts when more complex financial goals and needs are recognized * Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs * Ensures safe and sound banking practices, including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. Minimum Requirements: * High school diploma or GED Skills & Qualifications: * Ability to assist customers with digital banking offerings * Strong customer focus * Ability to handle multiple priorities simultaneously Preferred Experience: * 1-2 years prior banking, sales, and/or customer service experience * 2+ years prior cash handling or Teller experience Location:Columbiana, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Corporate Banking Group Hub Closing Specialist

Regions Financial Corporation Birmingham AL, 35202

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 2 weeks ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: The Corporate Banking Group Hub Closing Specialist orchestrates the closing process, interacting with borrowers, outside counsel, bank associates, and a variety of third parties. This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. Primary Responsibilities * Ability to draft and review loan documentation and is expected to understand the risks associated with closing various types of loans * Will be in constant communication with the Relationship Manager, Portfolio Manager or Underwriter, and closing attorney during the closing activity as it relates to a review of loan documentation, title and other due diligence * Ensures the loan is closed and funded per the loan approval and that supporting documentation conforms to loan approval and policy * Identify issues related to documentation, policy or regulatory exceptions * Contribute to the formulation of plans to mitigate risks Requirements * High School education or GED and 2 years of related banking experience. Preferences * College degree or technical school certification Location:Birmingham, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Financial Relationship Consultant - Pelham Main Branch

Regions Financial Corporation Pelham AL, 35124

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 2 weeks ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development and upward mobility. This role was previously known as a Financial Services Specialist. At Regions, our mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. Financial Relationship Consultants are responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions * Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations * Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types * Provides a consistent optimal customer experience, including handling customer's transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want * Ownership and resolution of customer issues * Refers customers to an internal team of experts when complex financial goals and needs are recognized * Ensures safe and sound banking practices including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information. Minimum Requirements: * High school diploma or GED Preferred Experience: * 1-2 years previous banking and/or lending experience * 1-2 years experience handling cash in a bank environment * 1-2 years prior relationship based client consultation Preferred Qualifications & Skills: * College degree * Insurance License * Ability to assist customers with digital banking offerings * Strong communication and customer focus * Ability to handle multiple priorities simultaneously Location:Pelham, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Financial Relationship Consultant - Bessemer Branch

Regions Financial Corporation Bessemer AL, 35021

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 2 weeks ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development and upward mobility. This role was previously known as a Financial Services Specialist. At Regions, our mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. Financial Relationship Consultants are responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions * Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations * Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types * Provides a consistent optimal customer experience, including handling customer's transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want * Ownership and resolution of customer issues * Refers customers to an internal team of experts when complex financial goals and needs are recognized * Ensures safe and sound banking practices including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information. Minimum Requirements: * High school diploma or GED Preferred Experience: * 1-2 years previous banking and/or lending experience * 1-2 years experience handling cash in a bank environment * 1-2 years prior relationship based client consultation Preferred Qualifications & Skills: * College degree * Insurance License * Ability to assist customers with digital banking offerings * Strong communication and customer focus * Ability to handle multiple priorities simultaneously Location:Bessemer, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Financial Sales Advisor - Personal Banker - Birmingham Area (Hoover Branch)

Bbva Birmingham AL, 35202

* Location: Birmingham, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 13th December 2018...

Posted 2 weeks ago

* Location: Birmingham, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 13th December 2018 Apply This jobs belongs to another country and because of that, the specifications of its selection process will be different. If you apply, you will be registered on BBVA Compass. You could get know of this country process selection in BBVA Compass At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. Requirements 1. Bachelor&#x2019s degree preferred or equivalent professional experience. 2.Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA and three years required for Sr. FSA II). 3. Retail banking experience preferred (two years required for Sr. FSA & three years required for Sr. FSA II) 4. Must be a mortgage certified employee (MCE) for Sr. FSA II. 5. Life and Health insurance required (Sr. FSA and Sr. FSA II only) 6. Series 6 and 63 investment licensing preferred. (preferred for Sr. FSA only & required for Sr. FSA II) 7. Meet credit report and criminal background/fingerprint requirements associated with Nationwide Mortgage Licensing System and Registry and/or Financial Industry Regulatory Authority registration process. 8. Excellent oral and written communication skills. 9. Exhibit a professional, helpful attitude along with the ability to positively interact with customers and co-workers. 10. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment. 11. Able to meet deadlines and manage pressure to attain banking center sales while delivering an excellent customer experience. 12. Demonstrate proficient computer skills. 13. Assertive communication skills along with a focus for sales. Functions Mission Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries.

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Financial Sales Advisor- Personal Banker-Birmingham, Al (Eastwood Branch)

Bbva Birmingham AL, 35202

* Location: Birmingham, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 13th December 2018...

Posted 2 weeks ago

* Location: Birmingham, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 13th December 2018 Apply This jobs belongs to another country and because of that, the specifications of its selection process will be different. If you apply, you will be registered on BBVA Compass. You could get know of this country process selection in BBVA Compass At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. Requirements 1. Bachelor&#x2019s degree preferred or equivalent professional experience. 2.Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA and three years required for Sr. FSA II). 3. Retail banking experience preferred (two years required for Sr. FSA & three years required for Sr. FSA II) 4. Must be a mortgage certified employee (MCE) for Sr. FSA II. 5. Life and Health insurance required (Sr. FSA and Sr. FSA II only) 6. Series 6 and 63 investment licensing preferred. (preferred for Sr. FSA only & required for Sr. FSA II) 7. Meet credit report and criminal background/fingerprint requirements associated with Nationwide Mortgage Licensing System and Registry and/or Financial Industry Regulatory Authority registration process. 8. Excellent oral and written communication skills. 9. Exhibit a professional, helpful attitude along with the ability to positively interact with customers and co-workers. 10. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment. 11. Able to meet deadlines and manage pressure to attain banking center sales while delivering an excellent customer experience. 12. Demonstrate proficient computer skills. 13. Assertive communication skills along with a focus for sales. Functions Mission Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries.

C

Senior Private Banking Client Associate

Cadence Bank Birmingham AL, 35202

Provide support for Private Bankers in Wealth Services Private Banking. This position requires S.A.F.E. Act registration at the...

Posted 4 weeks ago

Provide support for Private Bankers in Wealth Services Private Banking. This position requires S.A.F.E. Act registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration. Responsibilities and Duties * Overall client service, including contacting clients, receiving client calls, client research request and problem resolution. * Oversee client fund transfer request including fed wire request. * Loan administration assistance - prepare loan documents, book loans and assistance with the overall lending process. * Monitor overdrafts and past dues. * Open new accounts, credit cards and all other bank products. * Maintain compliance standards for all aspects of department. * Administrative duties as needed which include: filing, typing, copying and all other administrative requests. * Provide sales support to Regional Private Banking Wealth Executive. Required Skills Excellent communication skills are critical - Require knowledge of bank systems - Microsoft Word and Excel skills - Self-motivated - Professional demeanor Required Experience Minimum 5 years of private banking assistant experience working in the financial services industry servicing high net worth clients, preferably in Private Banking or Wealth Management. Required Education High School Diploma or equivalent. Desired Education Bachelor's Degree preferred. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. #LI-nl1 #LI-POST

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Premier Banker Unlicensed 1

Wells Fargo Pelham AL, 35124

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talente...

Posted 2 weeks ago

Job Description 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. Community Banking operates one of the most extensive banking franchises in the country, serving customers through approximately 6,000 branches and 13,000 ATMs in 39 states and the District of Columbia. Our group includes Business Strategy and Administration; Customer and Branch Experience; Customer Remediation Office; Distribution Strategy Group; Regional Banking; Regional Services; and Customer Segments, and serves mass market, affluent, and small business customers. Our focus is on delivering an exceptional experience for our customers and providing the products and services that will help them realize their financial hopes and dreams. Provides full-balance sheet banking to affluent and affluent-away customers and manages a portfolio of complex account relationships. Consults with customers regarding their financial needs and recommends appropriate financial services to meet those financial needs. Personally fulfills product and service needs in the Regional Bank and makes appropriate introductions to partners for products in other lines of business. For the portfolio of relationships managed, resolves inquiries and service requests, opens and services accounts within authorized limits and creates Customer Management Program (CMP) activity plans and follows up on scheduled contacts. Continually builds a network of internal partners and external sources and resources to further enhance the customer experience and meet customer's financial needs. Models appropriate segmentation strategy for the branch team and supports the branch manager's Customer Connection Plan (CCP) so that affluent and affluent away customers are provided the opportunity to interact with the most appropriate banker. 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 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. This position is an overhire for the Birmingham South district and location could change based on business need Required Qualifications * 2+ years of financial services industry experience, through work or military, in one or a combination of the following: corporate banking, corporate lending, consumer banking, consumer lending, business banking, small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services position Desired Qualifications * Experience assessing customer needs and recommending products/services to fulfill those needs * Experience solving customer problems * Good communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience identifying additional opportunities to recommend products and services to customers * Experience mentoring and educating other branch team members * 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 Job Expectations * Registration for FINRA Series 7 and 63 or 7 and 66 must be completed within a specified period of time determined by number of licenses to be obtained as well as job start date and will be communicated to the candidate upon offer acceptance. FINRA recognized equivalents will be accepted. * State Life Insurance license requirements must be completed within a specified period of time communicated to the candidate upon offer acceptance. Compliance with state law requirements is required. * Registration for FINRA Series 65 must be completed when required by the state in which the position is located. FINRA recognized equivalents will be accepted. * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, 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 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) 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. * For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required Street Address AL-Pelham: 3350 Pelham Pkwy - Pelham, AL 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. CONSUMER BNKG 0065633 CONSUMER BNKG

Regional Banking Branch Manager 2 Colonial Promenade

Financial Relationship Consultant - Alabaster Kent Stone Way

Financial Relationship Specialist - Columbiana Branch

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Corporate Banking Group Hub Closing Specialist

Financial Relationship Consultant - Pelham Main Branch

Financial Relationship Consultant - Bessemer Branch

Financial Sales Advisor - Personal Banker - Birmingham Area (Hoover Branch)

Financial Sales Advisor- Personal Banker-Birmingham, Al (Eastwood Branch)

Senior Private Banking Client Associate

Premier Banker Unlicensed 1

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Regional Banking Branch Manager 2 Colonial Promenade

Financial Relationship Consultant - Alabaster Kent Stone Way

Financial Relationship Specialist - Columbiana Branch

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Corporate Banking Group Hub Closing Specialist

Financial Relationship Consultant - Pelham Main Branch

Financial Relationship Consultant - Bessemer Branch

Financial Sales Advisor - Personal Banker - Birmingham Area (Hoover Branch)

Financial Sales Advisor- Personal Banker-Birmingham, Al (Eastwood Branch)

Senior Private Banking Client Associate

Premier Banker Unlicensed 1

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Resume Tools Resume Tools

Cover Letter Cover Letter

Mighty Recruiter Mighty Recruiter

Company Company

Resources Resources

About About

Help & Support Help & Support

Language Language

Customer Service Customer Service

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