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Comerica jobs in Phoenix, AZ - 320 jobs

  • Teller

    Comerica 4.9company rating

    Comerica job in Avondale, AZ

    What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time * Employees Health, Dental, Vision * 401k match and Life Insurance * Employee Assistance Program * Tuition Assistance Program (Full Time) * Financial Coaching and Benefit Guidance * Floating Cultural Holiday * Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) * Retirement Plan The Teller is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness, processing all transactions accurately and efficiently, contributing to the prescribed customer experience levels, maintaining disciplined operational objectives; all while striving for excellence in the execution of the mentioned areas. This position's work schedule involves occasional evenings/Saturdays, temporarily working at other assigned banking center locations based on staffing needs. Position Responsibilities: Customer Experience: Introduce and refer customers to the platform through routine interactions Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulations and security procedures, and completes necessary documents. Use the provided electronics to document all transactions during their shift. Reconcile all transactions during and at the end of their shift. Maintains customer confidence and protects bank operations by keeping information confidential. Resolve basic customer complaints. Impact the customer experience following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Marketing Activities: Complete assigned daily planning activities. Act as a digital ambassador to transition customers to digital solutions. Provide for customer engagement by introducing customers to Comerica's products/services, digital solutions and addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Operational Risk: Ensure compliance with applicable federal, state and local laws and Regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Position Qualifications: * 6 months of Retail or financial sales experience OR 2 years of U.S. Military service OR 1 year of college * 1 year of experience in customer service * 1 year of experience with personal computer, systems data entry or internet search Preferred Qualifications: Cash handling experience in a retail or financial services environment Proficient with utilizing and navigating a computer system Work Best Category: Category A - 100% in the office Hours: 8:30am-5:30pm Monday-Friday; 8:30am-12:30pm Saturday; work hours will be scheduled during the hours listed. Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
    $32k-36k yearly est. 26d ago
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  • Relationship Banker

    Comerica 4.9company rating

    Comerica job in Goodyear, AZ

    What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time Employees * Health, Dental, Vision, 401k match and Life Insurance * Employee Assistance Program * Tuition Assistance Program (Full Time) * Financial Coaching and Benefit Guidance * Floating Cultural Holiday * Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) * Retirement Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: * Execute the proactive marketing activities for the attraction, retention, and expansion of customers. * Complete assigned daily planning activities. * Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. * Act as a digital ambassador to transition customers to digital solutions. * Initiate quality financial wellness conversations to add value to customers relationships. * Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective utilization of converge for customer relationship management. Operational Risk: * Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. * Ensure compliance and completion of necessary compliance related training. * Impact the operational and risk activities and related results for the RB role within the Banking Center. * Adhere to all Banking Center Risk Assessment and Compliance Standards. * Control and mitigate losses by following policies and procedures. Customer Experience Management: * Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. * Lead and oversee banking center activities in the absence of Banking Manager. * Consistently assess needs and add value to customers and prospects. * Educate and fulfill customer requests, routine and complex. * Resolve customer complaints. * Maintain and add value to deepen existing relationships. * Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. * Must successfully complete Comerica Platform Training Program. * Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. * Perform routine Teller transactions as needed. * Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: * Consistently impact the efforts that improve Banking Center Collaboration. * Identify opportunities to add value to customers by introducing them to partners. Position Qualifications: * Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience * 1 Year of Customer Service experience * 1 Year of Consumer Sales experience * 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: 8:30am-5:30pm Monday-Friday; 8:30am-12:30pm Saturday; Work hours will be scheduled during the hours listed. Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
    $26k-31k yearly est. 31d ago
  • Syndicated Fulfillment Manager

    Bank of America Corporation 4.7company rating

    Phoenix, AZ job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Global Credit Operations: Responsible for the fulfillment, servicing and protection of credit offerings for Business Banking, Global Wealth & Investment Management (GWIM), Commercial and Corporate clients as well as Leasing and Trade products. This job is responsible for managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting. Responsibilities: * Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence * Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines * Develops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas * Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness * Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. * Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. * Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results. * Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. * People Manager & Coach: Knows and develops team members through coaching and feedback. * Financial Steward: Manages expenses and demonstrates an owner's mindset. * Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. * Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Skills: * 2 years + Syndicated/Commercial loan experience * Experience with Loan IQ * Experience with managing people or a process in a fast pace environment * Experience reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments * Highly organized, proactive, and able to plan, prioritize and manage deliverables * Strong written and verbal communication skills; able to target messaging to different audiences Desired Skills: * Experience with GFS * Adapts well to a quickly evolving environment * Proficient computer skills, including Windows, Excel, Word, and Outlook * Effective problem-solving skills Shift: 1st shift (United States of America) Hours Per Week: 40
    $80k-110k yearly est. 13d ago
  • Associate Customer Service Representative - Credit Cards - Bilingual (Spanish/English)

    Wells Fargo Bank 4.6company rating

    Phoenix, AZ job

    About this role: Wells Fargo is seeking an Associate Customer Service Representative - Bilingual (Spanish/English) in Consumer Lending. Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role, you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues. Ability to execute in a fast paced, high demand, metric driven call center environment. Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy. Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers. Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information. Knowledge, understanding and experience of internet, mobile, and social media technology. Job Expectations: Must be able to attend full duration of required classroom training period Ability to work additional hours as needed Must work on-site at the location posted This position is not eligible for Visa sponsorship Must complete and pass required language assessment Eligible to receive language differential Training Schedule: Classroom training will be for 8 weeks, Monday - Friday, 8:30 am - 5:00 pm. Work schedule after classroom training will be provided prior to start date. We're open 24 hours, 7 days a week. Your regular work schedule will be based on business need and will include working a weekend day and some holidays. Job Location: 2150 W Pinnacle Peak Road, Phoenix, AZ 85027 Posting End Date: 16 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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.
    $32k-39k yearly est. 5d ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America Corporation 4.7company rating

    Phoenix, AZ job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. Responsibilities: * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights * Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products * Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape * Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners * Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights Required Qualifications: * Minimum 3 years SAS/SQL Coding knowledge and/or experience * Ability to manage multiple projects in a complex and rapidly-changing environment * Ability to work independently as well as part of a team * Demonstrate strong analytical skills * Previous risk/fraud analysis, strategy development, or related experience * Strong written and oral communication skills * Intellectually curious and willing to dive into complete issues\problems and solve Desired Qualifications: * 5+ years of risk analysis, strategy development, or related experience * 5+ years of SAS or SQL Coding experience * Prior experience in Authentication, Fraud, Debit Card or other related risk fields * Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) * Experience managing relationships and projects with external vendor partners Skills: * Analytical Thinking * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Collaboration * Innovative Thinking * Monitoring, Surveillance, and Testing * Presentation Skills * Risk Management * Data Visualization * Interpret Relevant Laws, Rules, and Regulations * Issue Management * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $57k-90k yearly est. 10d ago
  • Communications Consultant 2 - Contingent

    Wells Fargo 4.6company rating

    Chandler, AZ job

    Title: Internal Communications Consultant Charlotte, NC Duration: 12 months Work Engagement: W2 Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits In this contingent resource assignment, you may: Participate in low to moderately complex initiatives and identify opportunity for process improvements within Communications. Review and analyze basic or tactical Communications assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables. Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements. Provide information to client personnel in Communications. Responsibilities: * Execute a variety of communication initiatives and day‑to‑day activities that support branch and field operations. * Implement communication strategies designed to inform employees, support business objectives, and uphold Wells Fargo's reputation. * Track, analyze, and report on communication performance to ensure messages achieve intended outcomes. * Collaborate and consult with internal stakeholders and customers to gather information, align messaging, and ensure accuracy. * Contribute to publication design, website content updates, and digital publishing tasks; gather and assess team member feedback to recommend communication approaches to leadership. * Participate in efforts to enhance communication processes, tools, and strategies across the organization. Qualifications: * Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship. * 2+ years handling internal communications to employee's experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. * Experience using Dreamweaver, HTML, or other CMS tools to support digital publishing. * Content development experience * Storytelling experience * Strong communication skills both written and verbal * Microsoft Office skills * Team Member Mail (TM Mail) publishing experience. .
    $48k-73k yearly est. 60d+ ago
  • Business Support Manager II - Global AML Ops Strategic Content Manager

    Bank of America Corporation 4.7company rating

    Phoenix, AZ job

    About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers. Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities. The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program. Responsibilities: * Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences * Act as a trusted partner for AML * Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content * Leads efforts to simplify complex concepts for diverse audiences Required Qualifications: * 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting * Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks * Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization * Advanced proficiency in data visualization tools (e.g., Tableau and Power BI) * Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices * Ability to translate analytics and business insights into narratives that resonate with senior leadership * Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes * Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion * Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision Desired Qualifications: * Bachelor's degree in communications, Business, Finance, Data Analytics, or related field * Experience in executive communications, strategic messaging, or content development for leadership forums * Familiarity with visual design best practices and tools beyond PowerPoint * Experience with OCC, Federal Reserve, and other regulatory expectations * Ability to coach stakeholders on effective storytelling and presentation delivery * Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels * Expertise in executive reporting or board-level communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $73k-98k yearly est. 24d ago
  • Senior Business Execution Consultant - Payments Transformation

    Wells Fargo 4.6company rating

    Chandler, AZ job

    About this role: Wells Fargo is seeking Senior Business Execution Consultants to join the Payments Change Delivery team to function as Value Stream / Capability Product Owners. This position will support a critical workstream of the Payments Transformation program to migrate from an antiquated legacy environment to a modern, AI enabled, distributed architecture ecosystem while enabling Payments Operations to transition to a target-state operating model. In this role, you will: * Define, refine, and prioritize the team backlog aligned with Program PI objectives * Write clear features for dev team to decompose into user stories, define acceptance criteria, and ensure business context * Develops Jira stories to document requirements * Collaborate closely with Dev Team partners to refine feature requirements and support translation into user stories * Work with the team to scope iteration goals and balance capacity vs. commitment * Manage the Jira backlog and ensure proper Jira hygiene * Identify opportunities to leverage capabilities across value streams * Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives * Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations * Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business * Work independently to make recommendations for support function by providing support and leadership * Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience * Collaborate and consult with team leaders in developing project plans, policies and procedures * Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners * Supports requirements definition via operational stakeholder elicitation, collaboration with Tech partners on black-box testing, and analysis of data to derive requirements * Identify cross-impacts/interdependencies and collaborate with Value Stream Leads and Capability Product Managers to manage effectively * Acts as proxy for customers and business stakeholders within the team * Ensures deliverables support capability, product, or value stream outcomes Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 3+ years of payments, wires or operations experience preferred * Experience working in an Agile environment * Expert/Advanced Jira skills and experience maintaining Jira board hygiene * Experience acting as a product owner and/or providing production support, writing stories in Jira, and working with Scrum teams * Experience/knowledge of HV RTGS systems (Fedwire, CHIPS), Swift Network and ISO 20022 messaging standards preferred * Experience managing product backlogs and aligning stakeholders on prioritization tradeoffs * Proven ability to manage and coordinate multiple initiatives simultaneously, effectively resolving competing objectives, priorities and conflicts as they arise * Demonstrated experience leading the definition and delivery of large-scale complex and strategic initiatives from inception to implementation * Knowledge and understanding of complex IT environments: cross-functional areas, large number of interfaces and data sources * Good understanding of agile/product metrics and instrumentation * Knowledge and understanding of operational processes and operational risk management * Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important * Ability to execute in a fast-paced, high-demand, environment while balancing multiple priorities * Advanced experience in Microsoft Office Job Expectations: * Hybrid - 3 days in office expectations at one of the posted locations. Relocation assistance is not available for this role. * This role is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 11 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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. 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.
    $87k-154k yearly 5d ago
  • Market Solutions Advisor - Business Banking

    Bank of America 4.7company rating

    Scottsdale, AZ job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as a solution expert and advisor for business banking clients within a market to maximize credit results. Key responsibilities include identifying and analyzing market opportunities to offer/deepen credit with clients and prospects, and advising RMs on credit solutions by providing extensive general industry knowledge, credit expertise, product and process management, sales, and client experience support. The Market Solutions Advisor will join client meetings with the market RMs and MEs, participate in client management process routines focused on driving responsible loan growth and partner with the RM and the credit team closing the deal with the regional and centralized credit partners. The current scope includes supporting Business Banking clients with revenues between $20 - $50 million. Responsibilities: Help market identify unmet credit needs and strategic opportunities Serves as part of BB Market Leadership team helping to develop and drive credit strategy Assists RM's with credit prospect identification, review and prioritization (Top 5-10) Review credit progress against business plan with BB Market Executives and BB Sales Performance Support Executives Educate and coach the market on credit solutions and growth opportunities, help with pre-screen, deal development, and reviews CEF Maintains routines and partners closely with regional and centralized credit managers, and credit specialists (SBA, ABL, GovCon, Equipment Finance) Review credit production success through measurement on growth report and other pipeline reports against business plan with BB Market Executives and BB Sales Performance Support Executives Participates in RM and market growth plan discussions, credit portfolio assessment meetings, pre-call planning and client/prospect meetings Demonstrates a commitment to Responsible Growth and credit risk appetite Required Qualifications: Proven track record of executing credit sales strategies that contribute to balance sheet growth 5+ Years of Commercial Credit and Sales experience with effective client facing sales skills Ability to communicate effectively throughout the organization and build strong relationships among Relationship Managers, Risk, Credit Partners, Product Partners and Leadership Strong decision making skills coupled with the ability to communicate rationalization of loan decisions both in verbal and written form Strong understanding of the end-to-end credit process Understanding of various specialized credit solutions, and industry specializations along with established partner relationships Attention to detail, accuracy and overall data quality Ability to lead effectively and develop and implement strategy, specifically related to credit growth. Established internal & external network for self-sourcing new credit opportunities. Desired Qualifications: Minimum of a BA/BS degree required; Finance, Accounting or Economics majors are preferred. Skills: Business Acumen Collaboration Credit and Risk Assessment Problem Solving Sales Strategy Business Development Innovative Thinking Legal Structures and Legal Forms Market Analysis Result Orientation Client Management Coaching Credit Documentation Requirements Underwriting Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $52k-80k yearly est. Auto-Apply 5d ago
  • Loan Servicing Representative - Auto Operations

    Wells Fargo 4.6company rating

    Chandler, AZ job

    About this role: Wells Fargo is seeking Loan Servicing Representatives to join the Auto Operations Group in Chandler, AZ. This team is part of our Consumer Lending business. Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. Find out why we're the #1 financial services company to grow YOUR career. Apply today for opportunities in the following areas: * Reinstatements * Legal Letters * Repossession Operations * Vendor Support Invoicing * Impounds * Aftermarket/Letter of Guarantee/Specialty Operation Support * Loss Recovery * Payment Operations * Bankruptcy Operations * Titles In this role, you will: * Support Loan Servicing functional area or processes * Identify opportunities to improve various areas within Loan Servicing and recommend solutions * Review, research, analyze, calculate, and submit mortgage claims that are moderately complex in nature * Perform moderately complex administrative, transactional, operational, or customer support tasks * Review, research, process, and respond to written and phone inquiries of moderate to high complexity from customers, title companies, vendors, and internal personnel pertaining to loans and various areas within Loan Servicing * Receive direction from Loan Servicing supervisors * Escalate non-routine questions to experienced individuals * Use relevant information and independent judgment to review and file claims while ensuring compliance with all federal, state, client, and company policies, procedures, and regulations * Interact and communicate with agencies, investors, insurers, mid-level management, staff, and cross business units, as well as internal or external customers * Provide guidance to less experienced peers Required Qualifications: * 2+ years of Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * Experience within auto financial operations and/or automotive industry. * Experience executing in a fast paced, high demand, production environment while balancing multiple priorities. * Ability to multi-task to meet deadlines/service level agreements (SLAs), achieve goals, and work under pressure in a dynamic and complex environment. * Ability to negotiate, influence, collaborate, and facilitate issue resolution with both internal and external parties. * Excellent analytical skills with high attention to detail and accuracy. * Ability to navigate multiple computer systems, applications, and utilize search tools to find information. * Customer Service focus with the ability to listen to customer needs and recommend solutions. Job Expectations: * Must be able to attend full duration of training. * Flexible to work any hours between 6 am - 7 pm. * Hours may adjust bi-annually, based on Daylight Savings Time * Work on-site at the location posted * This position does not offer relocation assistance * This position is not eligible for Visa sponsorship Job Location: * 2501 S Price Road - Chandler, Arizona 85286 (109808) Posting End Date: 14 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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.
    $57k-91k yearly est. 4d ago
  • Loan Documentation Processor

    Wells Fargo 4.6company rating

    Chandler, AZ job

    **About this role:** Wells Fargo is seeking a Loan Documentation Processor in Credit Card department. Learn more about our career areas and lines of business at *********************** **In this role, you will:** + Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products + Perform loan documentation for moderately complex loans + Process and close for loan products + Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups + Receive direction from Loan Documentation supervisor and escalate non-routine questions + Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals + Interact with immediate Loan Documentation team and functional area on routine process **Required Qualifications:** + 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired Qualifications:** + Experience with systems such as CUSP, FDR, IRRIS/XPM, SVP, or similar + Knowledge and understanding of credit cards + Independent self-starter with the ability to manage a pipeline of work + Ability to analyze applicable policies and procedures to ensure the financial integrity of customers + Proven strong phone etiquette skills + Experience collaborating with other team members and lines of business to evaluate challenging situations + Customer service focus and creative problem-solving techniques + Strong analytical skills, high attention to detail and decision making ability + Intermediate Microsoft Office skills + Excellent verbal, written and interpersonal communication skills + Ability to achieve high production and quality standards + Be adaptable to constant change + Ability to work effectively, as well as independently, in a team environment **Job Expectations:** + **S ** **tart date:** February 9th, 2026 + **Location:** 2800 S Price Road Chandler, AZ 85286 + **Training Schedule:** Monday-Friday (12 weeks in office) + **Work Schedule:** Tuesday-Saturday 6:00am-3:30pm + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule + Ability to work additional hours as needed + Must be able to attend full duration of required onsite training period **Posting End Date:** 12 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. 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. 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 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. **Req Number:** R-511243
    $31k-36k yearly est. 4d ago
  • Lead Commercial Loan Closing Specialist

    Wells Fargo Bank 4.6company rating

    Chandler, AZ job

    About this role: Wells Fargo is seeking a Lead Commercial Loan Closing Specialist in Agency Servicing as a part of Commercial Banking Operations Division. In this role, you will: Complete pre-close and post-close documents for the most complex commercial real estate loans Coordinate loan closings, perform customer, loan and regulatory diligence and on-going portfolio maintenance Evaluate and upload data into the systems of record Research complex business and operational decisions Review and prepare loan related documents Ensure compliance with all policies, procedures and regulatory requirements Provide guidance and training to peers and may have limited supervisory responsibilities Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal and external customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 5+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Experience in Loan IQ (LIQ) - Boarding and funding syndicated and/or large complex commercial loan transactions. Desired Qualifications: Extensive knowledge of Syndicated Loans Ability to interpret Complex Syndicated Credit Agreements Proficient in Commercial Loan Documentation review Experience in handling customer and business partner escalations Experience in managing complex pipelines Experience being a Subject Matter Expert (SME) representing Commercial Loan Operations on projects. Experience in report analysis and compilation Sound analytical skills with high attention to detail and accuracy Ability to navigate multiple computer systems, applications, and utilize search tools to find information Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Ability to work in a fast-paced deadline driven environment Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important Job Expectations: Ability to work a hybrid schedule Willingness to work on-site at stated location on the job opening This position is not eligible for Visa sponsorship Primary Posting Locations: 107688-AZ-D Building, Chandler Campus 109667-MN-600 Wells Fargo, Minneapolis 141278-NC-CIC Customer Information Ctr Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 15 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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. 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.
    $42k-71k yearly est. 3d ago
  • Investment Consultant II - Merrill Premium

    Bank of America 4.7company rating

    Chandler, AZ job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40
    $47k-76k yearly est. Auto-Apply 60d+ ago
  • Business Support Manager II - Global AML Ops Strategic Content Manager

    Bank of America Corporation 4.7company rating

    Chandler, AZ job

    About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers. Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities. The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program. Responsibilities: * Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences * Act as a trusted partner for AML * Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content * Leads efforts to simplify complex concepts for diverse audiences Required Qualifications: * 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting * Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks * Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization * Advanced proficiency in data visualization tools (e.g., Tableau and Power BI) * Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices * Ability to translate analytics and business insights into narratives that resonate with senior leadership * Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes * Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion * Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision Desired Qualifications: * Bachelor's degree in communications, Business, Finance, Data Analytics, or related field * Experience in executive communications, strategic messaging, or content development for leadership forums * Familiarity with visual design best practices and tools beyond PowerPoint * Experience with OCC, Federal Reserve, and other regulatory expectations * Ability to coach stakeholders on effective storytelling and presentation delivery * Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels * Expertise in executive reporting or board-level communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $73k-98k yearly est. 24d ago
  • Relationship Banker

    Comerica 4.9company rating

    Comerica job in Avondale, AZ

    What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time Employees * Health, Dental, Vision, 401k match and Life Insurance * Employee Assistance Program * Tuition Assistance Program (Full Time) * Financial Coaching and Benefit Guidance * Floating Cultural Holiday * Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) * Retirement Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: * Execute the proactive marketing activities for the attraction, retention, and expansion of customers. * Complete assigned daily planning activities. * Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. * Act as a digital ambassador to transition customers to digital solutions. * Initiate quality financial wellness conversations to add value to customers relationships. * Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective utilization of converge for customer relationship management. Operational Risk: * Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. * Ensure compliance and completion of necessary compliance related training. * Impact the operational and risk activities and related results for the RB role within the Banking Center. * Adhere to all Banking Center Risk Assessment and Compliance Standards. * Control and mitigate losses by following policies and procedures. Customer Experience Management: * Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. * Lead and oversee banking center activities in the absence of Banking Manager. * Consistently assess needs and add value to customers and prospects. * Educate and fulfill customer requests, routine and complex. * Resolve customer complaints. * Maintain and add value to deepen existing relationships. * Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. * Must successfully complete Comerica Platform Training Program. * Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. * Perform routine Teller transactions as needed. * Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: * Consistently impact the efforts that improve Banking Center Collaboration. * Identify opportunities to add value to customers by introducing them to partners. Position Qualifications: * Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience * 1 Year of Customer Service experience * 1 Year of Consumer Sales experience * 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: 8:30am-5:30pm Monday-Friday; 8:30am-12:30pm Saturday; Work hours will be scheduled during the hours listed. Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
    $26k-31k yearly est. 39d ago
  • Associate Customer Service Representative - Auto

    Wells Fargo Bank 4.6company rating

    Chandler, AZ job

    About this role: Wells Fargo is seeking Associate Customer Service Representatives to join our Auto team in Chandler, AZ. This team is part of our Consumer Lending business, empowering millions of customers to achieve their dreams every day. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role, you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with immediate team, as well as internal and external customers Fulfill additional duties upon request Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Call center customer service experience in the financial services industry Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period Ability to work additional hours as needed Must work on-site at the location posted This position is not eligible for Visa Sponsorship Training Schedule: Anticipated start date is 2/23/26 Training will be for six weeks, Monday - Friday, 7:00 am to 4:00 pm Work Schedule: Working schedule will be within the operating hours of Monday - Friday, 7 am - 9 pm and rotating Saturdays, 7:00 am - 4:30 pm Schedule after training will be assigned prior to the end of training Job Location: 2850 S Price Road - Chandler, AZ 85286 Posting End Date: 13 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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.
    $32k-39k yearly est. 19d ago
  • Senior Lead Business Execution Consultant

    Wells Fargo Bank 4.6company rating

    Chandler, AZ job

    About this role: Wells Fargo is seeking a Senior Lead Business Executive Consultant in Fraud Detection Operations team. This role will act as a Business Execution advisor to leadership to drive performance and initiatives and develop and implement information delivery or presentations to key stakeholders and senior management. In this role, you will: Be responsible for business support to organize executive weekly and monthly business unit reviews including organizing meetings and agendas, creating executive level PowerPoint presentations, and coordinating across business leaders on content creation with a focus on measurements, data insights and storytelling by consolidating inputs from multiple groups Coordinate and lead key priorities for Detection Operations and engage with all levels of professionals and managers across multiple lines of businesses within and outside of FCM to effectively deliver on key priorities Manage highly complex and unique challenges using expert communication and organizational skills, and lead partners across organizations to accomplish the task Lead standing team meetings or steering committee meetings to facilitate decision making and to support the implementation of recommendations and plans Identify potential risks when implementing change, and develop mitigation strategies and plans Identify, lead and implement opportunities for continuous process improvement across Detection Operations in collaboration with the broader Fraud & Claims Management team Required Qualifications: 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 5+ years of experience conducting meetings, creating and delivering executive-level presentations, and status reporting 3+ years of experience capturing and documenting complex business and functional requirements which may include workflows, process maps, or business processes Experience leading projects/initiatives with high risk and complexity Knowledge of Fraud & Claims products, processes, and procedures Change management experience Outstanding problem solving and decision-making skills Experience communicating in both written and verbal formats with senior executive-level leaders Demonstrated ability to drive organizational change and deliver results Ability to translate complex technical concepts so that they are clearly understood in support of sound decisions SharePoint design and reporting experience Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Excellent analytical skills with high attention to detail and accuracy Experience meeting prescribed deadlines and target goals Excellent verbal, written, and interpersonal communication skills including addressing challenges head on and remaining calm in high-stress situations Strong organizational, multi-tasking, and prioritizing skills Ability to work effectively in a constantly changing team environment and across all organizational levels, where flexibility, collaboration, and adaptability are key Job Expectations: This position will travel quarterly, up to approximately 20% of the time This position may be located at one of the posted locations listed below and other locations will not be considered Posting End Date: 14 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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.
    $87k-111k yearly est. 4d ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America Corporation 4.7company rating

    Sun City West, AZ job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. Responsibilities: * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights * Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products * Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape * Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners * Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights Required Qualifications: * Minimum 3 years SAS/SQL Coding knowledge and/or experience * Ability to manage multiple projects in a complex and rapidly-changing environment * Ability to work independently as well as part of a team * Demonstrate strong analytical skills * Previous risk/fraud analysis, strategy development, or related experience * Strong written and oral communication skills * Intellectually curious and willing to dive into complete issues\problems and solve Desired Qualifications: * 5+ years of risk analysis, strategy development, or related experience * 5+ years of SAS or SQL Coding experience * Prior experience in Authentication, Fraud, Debit Card or other related risk fields * Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) * Experience managing relationships and projects with external vendor partners Skills: * Analytical Thinking * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Collaboration * Innovative Thinking * Monitoring, Surveillance, and Testing * Presentation Skills * Risk Management * Data Visualization * Interpret Relevant Laws, Rules, and Regulations * Issue Management * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $57k-90k yearly est. 10d ago
  • Teller Part Time Mountain View Scottsdale

    Wells Fargo 4.6company rating

    Scottsdale, AZ job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! 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: * 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 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 a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location(s): * 8991 E Mountain View Road Scottdale AZ 85258 @RWF22 Posting End Date: 30 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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.
    $32k-36k yearly est. 12d ago
  • Loan Documentation Processor

    Wells Fargo 4.6company rating

    Chandler, AZ job

    About this role: Wells Fargo is seeking a Loan Documentation Processor in Credit Card department. Learn more about our career areas and lines of business at *********************** In this role, you will: * Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products * Perform loan documentation for moderately complex loans * Process and close for loan products * Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups * Receive direction from Loan Documentation supervisor and escalate non-routine questions * Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals * Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: * 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * Experience with systems such as CUSP, FDR, IRRIS/XPM, SVP, or similar * Knowledge and understanding of credit cards * Independent self-starter with the ability to manage a pipeline of work * Ability to analyze applicable policies and procedures to ensure the financial integrity of customers * Proven strong phone etiquette skills * Experience collaborating with other team members and lines of business to evaluate challenging situations * Customer service focus and creative problem-solving techniques * Strong analytical skills, high attention to detail and decision making ability * Intermediate Microsoft Office skills * Excellent verbal, written and interpersonal communication skills * Ability to achieve high production and quality standards * Be adaptable to constant change * Ability to work effectively, as well as independently, in a team environment Job Expectations: * Start date: February 9th, 2026 * Location: 2800 S Price Road Chandler, AZ 85286 * Training Schedule: Monday-Friday (12 weeks in office) * Work Schedule: Tuesday-Saturday 6:00am-3:30pm * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * Ability to work additional hours as needed * Must be able to attend full duration of required onsite training period Posting End Date: 12 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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.
    $31k-36k yearly est. 4d ago

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