Location: Tucson, AZ
Company: Wells Fargo
- 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 an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed 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 Required Qualifications: 6+ months of Interacting with Customers experience, 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 systeminteractionperience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needinteractionperience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and 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 Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed 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 Posting Location(s): 1260 W Prince Road Tucson, AZ 85705 Posting End Date: 22 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.
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. PDN-9ae5a759-e7b2-43e9-901a-2d5a59c51e74
Banking jobs refer to employment opportunities within the banking sector, which plays a pivotal role in the financial services industry. These positions range from tellers and customer service representatives to investment bankers and risk analysts. Key characteristics of banking jobs include handling monetary transactions, providing financial advice, managing clients' portfolios, and ensuring regulatory compliance. They often demand strong analytical skills, attention to detail, and a commitment to maintaining customer trust and confidentiality. With the rise of fintech, many banking roles also require adaptability to technological advancements and innovative financial solutions.
and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn't changed.
At NBAZ, the possibilities are endless - come for the job, stay for a career. National Bank of Arizona is looking for a Commercial Lending Support Specialist (Relationship Banking Specialist) to join Arizona's #1 Community Bank at either of our Phoenix, Tucson or Yuma locations. Essential Functions: Work with assigned Relationship Manager(s) to assist a portfolio of commercial banking clients by handling all
routine servicing needs including inquiries on commercial loans, opening and maintaining depository services, and other bank products. Work with our commercial clients to establish depository accounts and additional services, process requests for loan advances or paydowns, deposit transfers, and wire transfers.
Perform additional service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, supply account balances, and perform stop payments. Provide administrative support to the commercial banking team including document and data entry to our commercial loan tracking systems. Work with our lending and middle office teams to support expeditious
loan requests. Work with the lending teams to gather all pertinent loan due diligence items Perform all quality reviews of legal documentation, system data and file maintenance requests.
Responsible for managing all loan post-closing activities Responsible for managing all reporting requirements for the assigned portfolio Partner with management and other bank departments to research client issues and ensure timely resolution. Perform other duties as assigned. Qualifications: Requires a High School degree or equivalent, and 1+ years of bank operations, customer service, administrative support or other directly related experience. Preferred, but not required, of at least 1 year of lending experience preferably in Commercial Lending.
Working knowledge of relationship banking concepts including products, terminology, procedures, loan documentation, and systems related to servicing client needs. Superior level of professionalism is necessary as this is a " front-line" position with daily interaction with Executive Leadership. Exceptional customer service is required in maintaining portfolios of " high-touch" Business Executives. Hours: Monday - Friday: 8:00am to 5:00pm. This position will require in-person training at out Biltmore/Phoenix location.
Once the training program is completed, Work from home flexibility will be evaluated. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental 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.
Credit Union is seeking a positive, ambitious, service-oriented individual to join our Tucson Branch. This position is responsible for educating members and potential members on credit union products and services, and advising members to ensure they are effectively utilizing the benefits of credit union membership.
Summary of Job Functions and Responsibilities: Identify member financial needs and offers solutions and products to meet those needs. Develop and maintain professional relationships with members and potential members to positively represent and promote the credit union. Open all accounts, certificates, loans, and other credit union products or services accurately, and ensure
proper documentation is completed correctly and in a timely manner. Assists members with questions on accounts, and completes research to identify and resolve problems.
Ensure compliance with all applicable credit union policies and procedures. Maintain and balance a cash drawer. Keep accurate records. Availability required: Monday through Friday NO WEEKENDS Skills/ Requirements Experience : One to three years of similar or related experience preferred including; sales, customer service, and cash handling experience. Excellent interpersonal skills are required. Powered by Jazz HR
a positive difference in our members’ financial lives. Our commitment to the Tucson community extends beyond our members as we sponsor and support local charities and organizations that promote the financial literacy of future generations. Join our team and see why we have been named a “Best-In-State” credit union, four years in a row!
Daily Responsibilities: Receives and processes member financial transactions, including, but not limited to, deposits, withdrawals and loan payment; sells money orders to members; transfers amounts from member accounts as directed. Welcomes members and provides routine information concerning services and directs members to appropriate department for specific
information and service. Identifies cross-sell opportunities and cross-sells services to members. Balances cash drawer and daily transactions. Performs a variety of miscellaneous tasks including, but not limited to, assisting with daily audits and performs other duties as assigned.
Preferred Skills: Up to six months of similar or related experience. Equivalent to a high school education. Hughes Federal Credit Union is a background screening, credit check and E-Verify workplace. Powered by Jazz HR