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Wells Fargo jobs in Greensboro, NC - 70 jobs

  • Registered Client Associate

    Wells Fargo Bank 4.6company rating

    Wells Fargo Bank job in High Point, NC

    About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients Establish and service client accounts, prepare forms, research account inquiries and/or issues May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review Required Qualifications: 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: Brokerage client support experience Administrative support experience in financial services Experience interacting directly with customers Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Client service focus with the ability to listen to customer needs and recommend solutions Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment Job Expectations: US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required. Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. This position is not eligible for Visa sponsorship. Posting location: 1725 N Main St HIGH POINT, NC 27262 United States of America 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. 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.
    $35k-45k yearly est. 31d ago
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  • Commercial Valuations Coordinator - Commercial Auto

    Wells Fargo 4.6company rating

    Wells Fargo job in Winston-Salem, NC

    About this role: Wells Fargo is seeking a Commercial Valuations Coordinator as part of the Client Management team. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Manage and oversee daily Floorplan inspection activities to ensure timely resolution of sold and unseen units. You'll serve as a key liaison with dealers, assess collateral risk, and support operational integrity through verification, escalation, and process improvement. * Monitor open Floorplan inspections and prioritize outreach based on policy violations and unresolved units. * Communicate with dealer personnel to ensure timely payment for sold units. * Assess and waive low-risk units based on volume, credit grade, and inspection results. * Analyze account activity to understand funding and cash flow concerns. * Recommend and coordinate supplemental inspections for collateral at third-party locations. * Escalate unusual activity to appropriate internal teams (Reconciliation, Risk, Sales). * Identify and propose process improvements to enhance inspection efficiency. * Collaborate with internal teams and escalate issues found during the inspections to the appropriate partners. * Provide guidance and mentorship to junior staff. Required Qualifications: * 2+ years of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to take initiative and work independently with minimal supervision in a structured environment * Ability to work in a fast paced deadline driven environment * Exposure to Wells Fargo AIMS system and Hogan Mainframe * Knowledge and understanding of collateral analysis for an asset based lending company * Strong internal and external relationship management and conflict resolution skills * Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions * Effective organizational, multi-tasking, and prioritizing skills * Excellent verbal, written, and interpersonal communication skills * Basic knowledge and understanding of accounting * Good analytical skills with high attention to detail and accuracy * High level of initiative and accountability * Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements * No travel required Location: * 100 N Main St - Winston Salem, NC 27101 * 10010 S State St - Sandy, UT 84070 * 1201 Pacific Ave - Tacoma, WA 98402 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. $23.08 - $39.90 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: 23 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.
    $73k-102k yearly est. 2d ago
  • AML Refresh - Operations Professional MKTS

    Bank of America 4.7company rating

    Greensboro, NC 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! : This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products. Line of Business Job Description: Anti-Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. Responsibilities: Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines aligned to more complex Jurisdictions and/or client structures. Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client. Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to Ensure all refresh requirements are met Ensure all jurisdictional regulatory requirements related to KYC are adhered to support business with KYC related queries and requests Participate in remediation, internal/external Audits Required Skills: 2+ years financial services experience, with at least one year of AML and/or KYC experience Highly developed business acumen for the review and management of detailed documentation. Documented experience performing in a process-oriented production environment that changes periodically Appropriately identify and escalate risk Expert experience with MS Office Suite (Excel/Word/Outlook/Access) Proven ability to work in a team environment multiple assignments simultaneously Proven ability to successfully meet tight deadlines while ensuring data accuracy and integrity Proven ability to work and execute with minimal supervision Desired Skills: Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) experience SKILLS: • Data Collection and Entry • Recording/Organizing Information • Attention to Detail • Critical Thinking • Research • Fraud Management • Risk Management • Interpret Relevant Laws, Rules, and Regulations • Quality Assurance • Problem Solving • Adaptability • Customer and Client Focus • Prioritization • Result Orientation • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $78k-107k yearly est. Auto-Apply 25d ago
  • Client Quantitative Analyst I

    Bank of America Corporation 4.7company rating

    Greensboro, NC 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 supporting analytical work efforts for various projects within a Line of Business or business discipline. Key responsibilities include leveraging databases to acquire client and performance data, transforming extracted data into meaningful insights and trends, and delivering those insights to leaders to make complex business decisions. Job expectations include working with business partners to understand, coordinate, and deliver agreed upon priorities while communicating complex data outputs and delivering the appropriate summary and data required. The Operations Data Control (ODC) team provides support to various Global Operations LOBS by providing data analysis in order to detect data anomalies. Our goal is to provide an automated-alert, data-anomaly, detection system. This system will utilize various data storage technologies across the bank, perform statistical analysis techniques on subject data, and deliver reports and alerts through BI and email to subject matter experts for potential remediation. Responsibilities: * Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on both on-premise and off-premise (hybrid) platforms * Connects provisioned data across multiple sources and performs necessary transformations utilizing both technical, business, and process knowledge to transform data into meaningful values and insights * Performs quantitative techniques and analysis on customer, transaction, and performance data with the guidance from other analysts and supervisors, based on questions provided by business partners, and provides actionable insights for business partners to make informed decisions. * Follows requirements developed by other analysts and supervisors to perform required research, analytics, and exploration on appropriate and accurate data sources to provide appropriate deliverables * Communicates complex subjects in a simple and engaging manner to non-technical and technical business partners using software such as Power Point, Word, Excel, and Tableau * Assists with conducting quality comparison checks on analysis output and escalates data inconsistencies, gaps, or issues to leadership * Follows quality workflow process and documentation requirements to adhere to standards and provide business continuity Required Qualifications: * Must have 4+ years of Tableau report development * Must have 4+ years of SQL coding/reporting * Excellent analytical and verbal/written communication skills * Strong presentational skills and ability to communicate complex ideas and theories * Ability to multi-task, prioritize and manage time to strict deadlines (i.e. can demonstrate effective time and workflow management skills) * Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects. * Strong attention to detail, problem solving, strategic thinking, and analytical skills. Desired Qualifications: * Deep understanding on automation; Autosys, Alteryx, etc. * Strong problem solving, conceptual thinking, attention to detail, and sense of urgency. * Ability to manage through ambiguity and agile to process change. * Self-starting, organized, proactive, and requiring minimal management oversight. * Time management, analytical and organizational skills. * Working knowledge of software version control systems such as BIT/GIT Bucket Skills: * Business Analytics * Data Mining * Data and Trend Analysis * Analytical Thinking * Business Intelligence * Data Quality Management * Data Visualization * Application Development * Business Acumen * Continuous Improvement * Innovative Thinking * Quality Assurance Shift: 1st shift (United States of America) Hours Per Week: 40
    $78k-118k yearly est. 29d ago
  • Commercial Banker - Mid-Corporate Commercial Banking - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Greensboro, NC job

    JobID: 210696249 JobSchedule: Full time JobShift: : If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion. Job Responsibilities Act as a primary interface with our Mid-Cap Investment Banking Team * Acquire new clients and maintaining and deepening a portfolio of relationships. * Act as the interface between our financial sponsors team and portfolio companies * Growing and retain profitable relationships within the Mid-Corporate Banking target market * Champion a culture of innovation and a customer centric mindset * Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills * Five plus years of lending or credit support related experience with a focus on business relationships * Understanding of Commercial Banking products and services * Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs * Ability to collaborate with internal partners and resources * Demonstrated experience of meeting or exceeding sales goals * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines * Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners * Deep local connections and market knowledge * Corporate finance expertise and strong transaction execution skills * FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training * Sales management, business development skills, proficiency in building and maintaining positive client relationships * Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions. * Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask * Excellent business judgment, strategic thinking, self-directed, proactive and creative
    $106k-155k yearly est. Auto-Apply 23d ago
  • Relationship Banker - University Mall Financial Center

    Bank of America 4.7company rating

    Chapel Hill, NC job

    Chapel Hill, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************** **:** 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $35k-43k yearly est. 52d ago
  • GPL Change Implementation Consultant - Payables

    Wells Fargo 4.6company rating

    Wells Fargo job in Winston-Salem, NC

    **About this role:** Wells Fargo is seeking a Change Implementation Consultant in Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Participate in less complex initiatives and identify, and implement opportunities for new processes to support requirements within change implementation + Apply project management methodology to facilitate complex implementations, establishing timelines, and tracking ongoing projects to ensure successful delivery + Review basic knowledge transfer, data mapping, and account movement while exercising independent judgment to guide strategic initiatives that impact multiple systems + Identify, and provide effective training methods + Participate in process improvement or product development and enhancement activities + Present recommendations for resolving data, logistics, project support issues, and exercise independent judgment while developing experience in risk and compliance requirements + Collaborate and consult with peers, management, technology, and compliance + Coordinate the phases of customer implementations + Develop business requirements + Provide subject matter expertise and recommendations on product best fit + Create/manage project plans + Work with key partners on project priority and scope + Coordinate appropriate meetings + Communicate status to project team and the customer + Proactively identify and resolve problems/issues + Ensure that project tasks are completed according to established timelines **Required Qualifications:** + 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 2+ years of project management experience, additional implementation experience, or a combination of both + 2+ years of Treasury Management experience in Service or Implementation + Strong project management skills including the ability to handle multiple projects concurrently + Payables products and implementation background + Excellent verbal, written, and interpersonal communication skills + Strong analytical skills with high attention to detail and accuracy + Ability to work in a fast-paced deadline driven environment + Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint) + Ability to work effectively in a virtual team environment **Job Expectations:** + This position offers a hybrid work schedule + Normal business hours, with the exception of off-hour availability as needed to support critical issue resolution or installations into production + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process **Locations:** + 550 S Tryon Street - Charlotte, NC + 2700 S Price Road, Chandler, AZ + 260 Charles Lindbergh Drive - Salt Lake City, UT + 401 W Las Colinas Blvd - Irving, TX + 600 S 4th Street - Minneapolis, MN + 100 N Main Street - Winston Salem, NC + 3440 E Flair Drive - El Monte, CA **Salary Range:** + El Monte, CA: $82,000.00 - $125,000.00 Annual range + Minneapolis, MN: $75,000.00 - $114,000.00 Annual range + Other locations above: $68,000.00 - $104,000.00 Annual range **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. $68,000.00 - $125,000.00 **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:** 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. **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-500556
    $82k-125k yearly 41d ago
  • Teller Part Time Main and State Avenues

    Wells Fargo Bank 4.6company rating

    Wells Fargo Bank job in High Point, NC

    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): 1700 N. Main St. - High Point, NC 27262-2646 @RWF22 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.
    $32k-36k yearly est. 1d ago
  • Senior Trust Officer - Senior Fiduciary Specialist

    Wells Fargo 4.6company rating

    Wells Fargo job in Winston-Salem, NC

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed Individual Retirement Accounts (IRA). About this role: Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: * Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law. * Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. * Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts. * Identify and recommend opportunities for process improvement and control development. * Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards. * Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals. * Actively train and mentor junior team members. * Participate in marketing and development initiatives, in conjunction with team leaders. Required Qualifications: * 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education. Desired Qualifications: * Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations * Proven track record managing high net worth client relationships and portfolios * Experience with complex trust structures * J.D. and/or CTFA preferred * Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management. * Demonstrate a high level of organizational skills, including time and priority management. * Collaborate effectively with relationship team members, client's advisors and other colleagues. * Solutions-oriented and able to operate within a diverse, fast-paced environment. * Strong conflict resolution skills. * Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients. Job Expectations: * This position offers a hybrid work schedule * This position is not eligible for Visa sponsorship. * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Job Location: * 5301 Southwest Pkwy Ste 300, Austin TX, 78735 * 100 N Main St, Winston Salem NC, 27101 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. 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.
    $85k-123k yearly est. 6d ago
  • Credit Assistance Specialist 2nd Shift Greensboro NC

    Bank of America 4.7company rating

    Greensboro, NC 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 role is responsible for providing credit assistance and solutions to our clients. The role is performed in an operational environment (primarily call center or chat) and handles primarily outbound calls for a single product at any stage of delinquency or risk, including Pre-Charge Off and Recovery. The role leverages strong problem solving skills and executes through exceptional customer service and empathy while meeting both Bank of America and client needs. The role requires sound judgement and decision making. Responsibilities: • Reaches out to delinquent clients to secure payment and determines reason for delinquency on active or inactive loan, deposit and/or credit card accounts • Negotiates repayment of outstanding debt that benefits both the client and lender in a positive and professional manner, leveraging tools and resources where applicable • Determines the right solution for the client while staying within collections compliance guidelines • Demonstrates empathy for the client's situation using ethical behavior that is consistent with the bank's code of conduct • Achieves quality standards and meets key performance indicators • Works an established list of accounts on an automated collections system, auto-dialer and/or manual calling and is responsible for the mitigation of losses Required Skills: • At least 1 year of customer service experience • Excellent verbal and written communication skills • Ability to work within the operating hours and days for this position as outlined in the posted job requisition • Must have a commitment to exceptional customer service, including the ability to be empathetic and meet client needs • Must be proficient in dealing with customers issues in both a routine and complex environment • Must demonstrate negotiation and persuasion skills, and the ability to communicate and negotiate with a variety of customers and clients • Must have the ability to navigate multiple computer systems while interacting with the customer, as well as the ability to think critically and use sound judgment in decision making Desired Skills: • College degree or commensurate work experience preferred • Credit Assistance and collections experience • Inbound/Outbound call center experience • Banking/financial services experience • Knowledge of banking operations Skills Used in this Role: • Collections • Customer Service • Oral Communication • Written Communication • Active Listening • Negotiation • Problem Solving • Influencing • Critical thinking • Multitasking • Financial Math Shift: 2nd shift (United States of America) Hours Per Week: 40
    $29k-35k yearly est. Auto-Apply 60d+ ago
  • Branch Operations Coordinator King Branch

    Wells Fargo 4.6company rating

    Wells Fargo job in King, NC

    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 Branch Operations Coordinator for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Support the Branch manager in operational tasks and scheduling * Resolve issues related to daily operations of the teller line, under direction of regional banking management * Support customers and employees in resolving or escalating concerns or complaints * Receive guidance from managers and exercise judgment within defined policies and procedures * Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions * Identify information and services to meet customers financial needs * Motivate a diverse team to achieve full potential and meet established business objectives Required Qualifications: * 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information and comprehending customer issues * 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 employees * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Cash handling experience * 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 * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Motivate others to achieve full potential and meet established business objectives Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location: * 701 S Main Street, King, North Carolina 27021 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. 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-48k yearly est. 7d ago
  • Financial Solutions Advisor II - Greensboro Area

    Bank of America Corporation 4.7company rating

    High Point, NC 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. 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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $55k-93k yearly est. 29d ago
  • Business Relationship Support Representative - GPL Dedicated CSO 2

    Wells Fargo Bank 4.6company rating

    Wells Fargo Bank job in Winston-Salem, NC

    About this role: Wells Fargo is seeking a Business Relationship Support Representative in Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Provide support for a small portfolio of customers Work with business client managers to maintain a portfolio of accounts Oversee overall customer experience Produce loan reports and forms related to initiation of the documentation process Assist in financial statement analysis for non-complex relationships Handle customer issues and assist in decisions with business client managers Evaluate profitability and risk of designated portfolio Help with customer associated risk management Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Treasury Management product knowledge and experience Call Center customer service experience in the financial services industry Ability to provide strong customer service and develop customer relationships Strong telephone etiquette skills Intermediate Microsoft Office skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important Ability to work in a fast-paced deadline driven environment Job Expectations: The position hours are Monday - Friday 9:00 AM - 6:00 PM This position offers a hybrid work schedule Ability to travel up to 10% of the time This position is not eligible for Visa Sponsorship Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Location: 100 North Main Street - Winston Salem, NC 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-35k yearly est. 3d ago
  • Branch Manager Winston Salem District

    Wells Fargo 4.6company rating

    Wells Fargo job in Yadkinville, NC

    **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 Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager role, based on branch vacancy. Employees who are currently in an Associate Branch Manager (ABM) or Branch Manager (BM) role with Wells Fargo at the time of hire will not participate in the Branch Manager Readiness program. Our Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also driving accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially + Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives + Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience + Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience + Mentor and guide talent development of direct reports and assist in hiring talent + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 2+ years of leadership experience **Desired Qualifications:** + Management experience including hiring, coaching, and developing direct reports + Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success + Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives + Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business + Experience building and maintaining effective relationships with customers, internal partners and within the community + Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers + Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking + Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention + Ability to interact with integrity and professionalism with customers and employees + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location + Relocation assistance may be available for this position **(remove if not needed - optional for remote market** **branches only)** + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************ ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Locations:** + 5306 Hwy 158 Advance, NC 27006 + 2565 Lewisville-Clemmons Rd. Clemmons, NC 27012 + 1500 N Bridge St. Elkin, NC 28621 + 701 S Main St. King, NC 27021 + 6460 Shallowford Road Lewisville, NC 27023 + 554 N Main Street Mt. Airy, NC 27030 + 5995 University Parkway Winston-Salem, NC 27105 + 3171 Peters Creek Parkway Winston-Salem, NC 27127 + 2925 Reynolda Road Winston-Salem, NC 27106 + 3375 Robinhood Rd Winston-Salem, NC 27106 + 418 South Stratford Road Winston-Salem, NC 27103 + 4626 Country Club Road Winston-Salem, NC 27104 + 701 Martin Luther King Drive Winston-Salem, NC 27101 + 301 East Main Street Yadkinville, NC 27055 Positions may not be available at all locations listed **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. **Req Number:** R-509755
    $47k-68k yearly est. 30d ago
  • Senior Premier Banker - Triangle Central District - Chapel Hill, NC

    Wells Fargo Bank 4.6company rating

    Wells Fargo Bank job in Chapel Hill, NC

    About this role: Wells Fargo is seeking a... In this role, you will: Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols Escalate banking related issues or business risks that require an in-depth evaluation Advise customers on various aspects of recommended and available financial options and services Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially Exercise some independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking options and services to meet changing circumstances Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in customer service, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Job Expectations: Ability to work holidays and weekends Adherence to Wells Fargo sales practices risk management culture US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 6 and 63 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. For certain states, FINRA Series 65 (or equivalent) will also be required. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required. State Insurance license(s) are required for this role and must be completed within a specified period of time determined by the required number of licenses to be obtained and will be communicated to the candidate upon offer acceptance This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting End Date: 7 Feb 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.
    $62k-116k yearly est. 3d ago
  • Personal Banker Yadkinville and King

    Wells Fargo Bank 4.6company rating

    Wells Fargo Bank job in King, NC

    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 an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 701 S. Main St, King, NC 27021 301 E. Main St, Yadkinville, NC 27055 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting @RWF22 Posting End Date: 5 Feb 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.
    $30k-39k yearly est. 4d ago
  • Teller Bilingual Part Time Skeet Club

    Wells Fargo 4.6company rating

    Wells Fargo job in High Point, NC

    **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 + Bilingual speaking and listening proficiency in Spanish/English **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 + Must take and pass required language assessment **Posting Location(s):** + 2613 Eastchester Dr - High Point, NC 27265-9669 @RWF22 **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. **Req Number:** R-512084
    $32k-36k yearly est. 21d ago
  • Senior Trust Officer - Senior Fiduciary Specialist

    Wells Fargo 4.6company rating

    Wells Fargo job in Winston-Salem, NC

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: - Personal trust services. - Estate services. - Philanthropic services. - Closely held asset management. - Real estate and loan asset management. - Oil, gas and mineral management. - Legacy trust services. - Special needs trust services. - Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law. + Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. + Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts. + Identify and recommend opportunities for process improvement and control development. + Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards. + Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals. + Actively train and mentor junior team members. + Participate in marketing and development initiatives, in conjunction with team leaders. **Required Qualifications:** + 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education. **Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations + Proven track record managing high net worth client relationships and portfolios + Experience with complex trust structures + J.D. and/or CTFA preferred + Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management. + Demonstrate a high level of organizational skills, including time and priority management. + Collaborate effectively with relationship team members, client's advisors and other colleagues. + Solutions-oriented and able to operate within a diverse, fast-paced environment. + Strong conflict resolution skills. + Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients. **Job Expectations:** + This position offers a hybrid work schedule + This position is not eligible for Visa sponsorship. + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Job Location:** + 5301 Southwest Pkwy Ste 300, Austin TX, 78735 + 100 N Main St, Winston Salem NC, 27101 **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. 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-508699
    $85k-123k yearly est. 24d ago
  • GPL Change Implementation Consultant - Payables

    Wells Fargo 4.6company rating

    Wells Fargo job in Winston-Salem, NC

    About this role: Wells Fargo is seeking a Change Implementation Consultant in Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Participate in less complex initiatives and identify, and implement opportunities for new processes to support requirements within change implementation * Apply project management methodology to facilitate complex implementations, establishing timelines, and tracking ongoing projects to ensure successful delivery * Review basic knowledge transfer, data mapping, and account movement while exercising independent judgment to guide strategic initiatives that impact multiple systems * Identify, and provide effective training methods * Participate in process improvement or product development and enhancement activities * Present recommendations for resolving data, logistics, project support issues, and exercise independent judgment while developing experience in risk and compliance requirements * Collaborate and consult with peers, management, technology, and compliance * Coordinate the phases of customer implementations * Develop business requirements * Provide subject matter expertise and recommendations on product best fit * Create/manage project plans * Work with key partners on project priority and scope * Coordinate appropriate meetings * Communicate status to project team and the customer * Proactively identify and resolve problems/issues * Ensure that project tasks are completed according to established timelines Required Qualifications: * 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 2+ years of project management experience, additional implementation experience, or a combination of both * 2+ years of Treasury Management experience in Service or Implementation * Strong project management skills including the ability to handle multiple projects concurrently * Payables products and implementation background * Excellent verbal, written, and interpersonal communication skills * Strong analytical skills with high attention to detail and accuracy * Ability to work in a fast-paced deadline driven environment * Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint) * Ability to work effectively in a virtual team environment Job Expectations: * This position offers a hybrid work schedule * Normal business hours, with the exception of off-hour availability as needed to support critical issue resolution or installations into production * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Locations: * 550 S Tryon Street - Charlotte, NC * 2700 S Price Road, Chandler, AZ * 260 Charles Lindbergh Drive - Salt Lake City, UT * 401 W Las Colinas Blvd - Irving, TX * 600 S 4th Street - Minneapolis, MN * 100 N Main Street - Winston Salem, NC * 3440 E Flair Drive - El Monte, CA Salary Range: * El Monte, CA: $82,000.00 - $125,000.00 Annual range * Minneapolis, MN: $75,000.00 - $114,000.00 Annual range * Other locations above: $68,000.00 - $104,000.00 Annual range 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. $68,000.00 - $125,000.00 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: 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. 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.
    $82k-125k yearly 4d ago
  • Registered Client Associate

    Wells Fargo 4.6company rating

    Wells Fargo job in High Point, NC

    **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role you will:** + Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships + When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment **Job Expectations:** + US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required. + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. + This position is not eligible for Visa sponsorship. **Posting location:** 1725 N Main St HIGH POINT, NC 27262 United States of America **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. 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-509497
    $35k-45k yearly est. 32d ago

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