Financial Services

Loan Officers

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Loan Officers

Average

$62,730

ANNUAL

$30.16

HOURLY

Entry Level

$29,050

ANNUAL

$13.97

HOURLY

Mid Level

$52,530

ANNUAL

$25.26

HOURLY

Expert Level

$101,380

ANNUAL

$48.74

HOURLY


Current Available & Projected Jobs

Loan Officers

84

Current Available Jobs

12,300

Projected job openings through 2030


Sample Career Roadmap

Loan Officers

Job Titles

Entry Level

JOB TITLE

Junior Loan Processor/Assistant

Mid Level

JOB TITLE

Processor/Officer

Expert Level

JOB TITLE

Senior/Chief Lending Officer

Supporting Programs

Loan Officers

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Top Expected Tasks

Loan Officers


Knowledge, Skills & Abilities

Loan Officers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Speaking

SKILL

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SKILL

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SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

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ABILITY

Written Comprehension

ABILITY

Near Vision

ABILITY

Written Expression


Job Opportunities

Loan Officers

  • Commercial Banker, Multinational Corporations, Middle Market Banking, Vice President
    JPMorgan Chase    Phoenix, AZ 85067
     Posted about 23 hours    

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.

    As a Commercial Banker on the Multinational Corporations, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Multinational Corporations.

    The Multinational Corporations team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.

    **Job Responsibilities**

    + 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 new client acquisition in partnership with the bankers

    + Embrace a culture of respect, diversity and inclusion

    **Required Qualifications, Capabilities and Skills**

    + 5+ years' direct lending or credit support related experience with a focus on business relationships

    + Understanding of Commercial Banking products and services

    + Ability to mobilize internal networks 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

    + Excellent verbal and written communications skills; able to effectively communicate clearly and concisely

    + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners

    **Preferred Qualifications, Capabilities and Skills**

    + Bachelor's degree and formal credit training preferred

    + Sales management, business development skills, proficiency in building and maintaining positive client relationships

    + 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

    JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans


    Employment Type

    Full Time

  • Loan Officer, Retail
    Carrington    Chandler, AZ 85286
     Posted about 23 hours    

    **Come join our amazing team and work in our Chandler, AZ Office!**

    Our Retail Loan Officer functions as a Consumer Direct inside sales mortgage originator and advises customers of all their mortgage options. Responsible for guiding our customers through the mortgage process whether purchasing a new home or refinancing their current home. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The base pay is $14.70/hr. plus monthly commission (no draw).

    **What you’ll do:**

    + Prospect, connect, and build rapport with customers by making outbound calls to company-sourced leads and taking inbound calls from customer inquiries, Customer Service agent transfers, and third party transfers.

    + Guide customers to the best mortgage products available by listening to the customer needs, answering questions, and collecting all documents necessary to close a mortgage loan.

    + Follow up with customers to ensure we are providing a high level of best-in-class service.

    + Adhere to all phone, email and SMS disclosure requirements when interacting with customers.

    + Partner with all respective business partners to ensure an expedient and seamless process of file flow.

    + Maintain resilience, determination, and adaptability to the changes in the mortgage industry and our customers’ needs.

    + Maintain adherence to all applicable laws and regulations regarding mortgage lending.

    + Perform other duties as assigned

    **What you’ll need:**

    + Knowledge of FHA, FNMA, FHLMC, VA, and USDA products.

    + Knowledge of purchase and refinance transactions.

    + Knowledge of Carrington’s underwriting guidelines and investor requirements or ability to learn quickly.

    + Knowledge of Carrington’s loan origination system or ability to learn quickly.

    + Industry specific software knowledge preferred, i.e. Lead management systems (Leads 360), DU, LP, Appraisal Management Software.

    + Proficient at or capable of learning all mortgage origination software and technologies.

    + Passionate about serving current Carrington Mortgage customers.

    + Excellent communication, listening and interpersonal skills.

    + Strong attention to detail.

    **Our Company:**

    Carrington Mortgage Services-Retail Lending is part of The Carrington Companies. We offer a wide variety of home purchase and refinance products for government and conventional loan programs, specializing in underserved programs for borrowers with less than perfect credit and low down payment. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonmortgage.com .

    **What is the value proposition to joining the team?**

    + Full array of mortgage programs.

    + Paperless loan file flow and process.

    + Aggressive Marketing support including brochures, social media, and CRM.

    + Aggressive underwriting: we manual underwrite over 80% of our files

    + Warm exclusive leads

    + Ability to originate nationally

    + Competitive compensation plan, including a base plus commission.

    **What We Offer:**

    + Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.

    + Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.

    + Customized training programs to help you advance your career.

    + Employee referral bonuses so you’ll get the opportunity to work with friends (and get some extra cash in your pocket!).

    + Educational Reimbursement.

    + Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

    EEO/AAP Employer

    \#LI-CF1

    Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.


    Employment Type

    Full Time

  • Relationship Manager I - Business Banking
    PNC    Tucson, AZ 85702
     Posted 2 days    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in our Tucson, AZ market. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

    **Job Description**

    + Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

    + With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

    + Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

    + Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

    + Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

    + As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    **Qualifications**

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

    **Preferred Skills**

    Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

    **Competencies**

    Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

    **Work Experience**

    Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    Bachelors

    **Certifications**

    No Required Certification(s)

    **Licenses**

    No Required License(s)

    **Benefits**

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

    In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (http://yourpnctotalrewards.com) .

    **Disability Accommodations Statement**

    If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO)**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Relationship Manager I - Business Banking
    PNC    Phoenix, AZ 85067
     Posted 2 days    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in our Tucson, AZ market. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.

    **Job Description**

    + Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.

    + With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

    + Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

    + Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

    + Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

    + As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    **Qualifications**

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

    **Preferred Skills**

    Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

    **Competencies**

    Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

    **Work Experience**

    Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    Bachelors

    **Certifications**

    No Required Certification(s)

    **Licenses**

    No Required License(s)

    **Benefits**

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

    In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (http://yourpnctotalrewards.com) .

    **Disability Accommodations Statement**

    If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO)**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Finance Systems Portfolio Manager - Special Projects & Transformation
    Deloitte    Gilbert, AZ 85295
     Posted 2 days    

    Professionals in the F&A Channel may apply and be considered for the role regardless of US office location.

    The team

    Finance Systems serves as US finance application portfolio subject matter experts, to implement and manage innovative solutions and changes through governance and change management to meet the technology needs of finance and the US firm. Joining the team provides an opportunity to drive the future vision of the Finance organization.

    Recruiting for this role ends on March 15, 2025

    The work you'll do

    Finance Systems is looking for a Portfolio Manager - Special Projects & Transformation to drive the operation, enhancement, and integration of finance-led systems and lead select projects for the organization, including supporting firm and FA Transformation efforts. In this role, you will serve as the subject matter expert and manage a portfolio of finance systems / projects. The Portfolio Manager - Special Projects & Transformation responsibilities will include managing enhancements, translating requirements to technology teams for development, managing the PI execution and delivery from the business side working with ITS, coordinating UAT efforts, and working with the change management team to provide and review content in training and communications. After a production release, you will monitor system performance through hypercare, support ongoing defect resolution, execute governance tracking, and provide project (PMO) oversight. In this role you will act as the liaison between Information Technology and various Finance stakeholders to provide insight on system changes and design.

    Responsibilities include:

    + Relay the business strategy into technical requirements; communicate requirements to technical teams.

    + Manage the execution and timeline of system changes, escalating issues, and risks to leadership, as needed.

    + Manage operations and maintenance of financial systems; Oversee the manual and automated financial work processes, systems, and procedures for efficiency of workflow and accuracy.

    + Understand the integrations across the portfolio of systems and impacts to the business processes with these datapoints.

    + Identify and recommend needed process improvements.

    + Analyze system design alternatives for new financial accounting systems and / or improvements to existing systems.

    + Provide insight on the development of system upgrades or redesigns.

    + Oversee the accuracy of the financial systems and ensure that there are no variances between the financial systems and general ledger.

    + Oversee the resolution of application and data integrity or other production issues.

    + Oversee and coordinate testing efforts for enhancements or deployments of financial system with the testing team.

    + Provide content and review for the change management team.

    + Collaborate with and lead resources across Finance Systems, transformation program teams and other areas of FA.

    The successful candidate will possess:

    + Strong executive presence and the ability to work with and influence senior leaders.

    + Comfort with ambiguity and the ability to logically structure issues and determine recommended resolutions.

    + Strategic thinker with the ability to make connections across workstreams and matrixed organizations.

    + Superior project management skills with demonstrated experience successfully managing a cross-functional or cross-departmental team on a complex project.

    + Ability to work well under pressure and effectively and professionally navigate tough situations.

    + Demonstrated ability to work independently and collaboratively with a team, but also be a self-starter.

    + Demonstrated commitment to integrity and confidentiality.

    Qualifications

    Requirements

    + Minimum 5 years of relevant experience.

    + Bachelor's degree in Finance, Accounting, Information Technology, or a related field.

    + Deep understanding of finance systems and processes.

    + Advanced proficiency in MS Office (Excel, PowerPoint, etc.).

    + Limited sponsorship may be available.

    + Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.

    Preferred

    + Master's degree.

    + Experience with SAP Primed, CP3 Pricing, Beacon, and other supportive finance applications.

    + Previous work experience with a professional services firm.

    Recruiting tips

    From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

    Benefits

    At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

    Our people and culture

    Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

    Our purpose

    Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.

    Professional development

    From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,600 to $163,100.

    You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

    Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

    EA_ExpHire

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


    Employment Type

    Full Time

  • Finance Systems Portfolio Manager - Special Projects & Transformation
    Deloitte    Tempe, AZ 85282
     Posted 2 days    

    Professionals in the F&A Channel may apply and be considered for the role regardless of US office location.

    The team

    Finance Systems serves as US finance application portfolio subject matter experts, to implement and manage innovative solutions and changes through governance and change management to meet the technology needs of finance and the US firm. Joining the team provides an opportunity to drive the future vision of the Finance organization.

    Recruiting for this role ends on March 15, 2025

    The work you'll do

    Finance Systems is looking for a Portfolio Manager - Special Projects & Transformation to drive the operation, enhancement, and integration of finance-led systems and lead select projects for the organization, including supporting firm and FA Transformation efforts. In this role, you will serve as the subject matter expert and manage a portfolio of finance systems / projects. The Portfolio Manager - Special Projects & Transformation responsibilities will include managing enhancements, translating requirements to technology teams for development, managing the PI execution and delivery from the business side working with ITS, coordinating UAT efforts, and working with the change management team to provide and review content in training and communications. After a production release, you will monitor system performance through hypercare, support ongoing defect resolution, execute governance tracking, and provide project (PMO) oversight. In this role you will act as the liaison between Information Technology and various Finance stakeholders to provide insight on system changes and design.

    Responsibilities include:

    + Relay the business strategy into technical requirements; communicate requirements to technical teams.

    + Manage the execution and timeline of system changes, escalating issues, and risks to leadership, as needed.

    + Manage operations and maintenance of financial systems; Oversee the manual and automated financial work processes, systems, and procedures for efficiency of workflow and accuracy.

    + Understand the integrations across the portfolio of systems and impacts to the business processes with these datapoints.

    + Identify and recommend needed process improvements.

    + Analyze system design alternatives for new financial accounting systems and / or improvements to existing systems.

    + Provide insight on the development of system upgrades or redesigns.

    + Oversee the accuracy of the financial systems and ensure that there are no variances between the financial systems and general ledger.

    + Oversee the resolution of application and data integrity or other production issues.

    + Oversee and coordinate testing efforts for enhancements or deployments of financial system with the testing team.

    + Provide content and review for the change management team.

    + Collaborate with and lead resources across Finance Systems, transformation program teams and other areas of FA.

    The successful candidate will possess:

    + Strong executive presence and the ability to work with and influence senior leaders.

    + Comfort with ambiguity and the ability to logically structure issues and determine recommended resolutions.

    + Strategic thinker with the ability to make connections across workstreams and matrixed organizations.

    + Superior project management skills with demonstrated experience successfully managing a cross-functional or cross-departmental team on a complex project.

    + Ability to work well under pressure and effectively and professionally navigate tough situations.

    + Demonstrated ability to work independently and collaboratively with a team, but also be a self-starter.

    + Demonstrated commitment to integrity and confidentiality.

    Qualifications

    Requirements

    + Minimum 5 years of relevant experience.

    + Bachelor's degree in Finance, Accounting, Information Technology, or a related field.

    + Deep understanding of finance systems and processes.

    + Advanced proficiency in MS Office (Excel, PowerPoint, etc.).

    + Limited sponsorship may be available.

    + Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.

    Preferred

    + Master's degree.

    + Experience with SAP Primed, CP3 Pricing, Beacon, and other supportive finance applications.

    + Previous work experience with a professional services firm.

    Recruiting tips

    From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

    Benefits

    At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

    Our people and culture

    Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

    Our purpose

    Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.

    Professional development

    From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $88,600 to $163,100.

    You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

    Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

    EA_ExpHire

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.


    Employment Type

    Full Time

  • Manager of Strategic Relationship Management
    American Express Global Business Travel    Phoenix, AZ 85067
     Posted 2 days    

    Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We’re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued.

    Ready to explore a career path? Start your journey.

    This role leads innovative account management strategies, and is focused on increasing profitability and deepening client relationships within a portfolio of Amex GBT Middle Market accounts.

    The role is to grow and increase the non-transactional revenue of their portfolio, through a combination of exceptional relationship management and consultative sales skills, a sophisticated ability to synthesize client needs and identify innovative solutions, a strong understanding of the external market, and their in‑depth knowledge of the power of the Amex GBT value proposition.

    **What You'll Do:**

    + Increasing profitability by proactively identifying new opportunities and delivering innovative solutions that continue to contribute and expand Amex’s web of influence.

    + Leading sales efforts to deliver multiple revenue streams and further penetrate accounts, with a focus on driving non-transaction, premium revenue. Also, will specifically focus on selling consulting and strategic travel management solutions and engagements.

    + Developing an in-depth understanding of key business drivers, organizational culture and the competitive position of clients. Strategic Account Managers must be able to ‘get under the skin’ of the individual clients they work with and understand their individual needs, motivations and ‘hot buttons’, in order to develop truly customer focused solutions.

    + Researching the marketplace and competitor products and services to highlight the value that distinguishes GBT products, and specifically uses MI, benchmarking, and technology as critical value drivers.

    + Leading business planning, C-Level executive reviews, quarterly and annual reviews, and business negotiations on rebids for strategic accounts.

    + Enhancing the Amex GBT value proposition through policy consultation, researching white paper needs, technology road mapping, optimizing online solutions, and event content development.

    + Creating creative pricing strategies, and contributing to ongoing client P&L management.

    **What We're Looking For:**

    + 3 to 5 years TMC account / client management, sales, consulting, or procurement experience required.

    + Proven success in consultative selling is required, in addition to demonstrated success growing client revenue and profitability.

    + Shown innovative problem-solving abilities and decision making skills required, including project management, prioritization, and planning skills.

    + Strong negotiation skills, including the ability to handle objections and achieve mutually beneficial solutions.

    + Demonstrated ability to proactively build and maintain a comprehensive network, both internally and externally, in order to successfully navigate through client organizations.

    + A sophisticated range of communication and presentation skills in order to present complex ideas in a simple and compelling way to a wide variety of audiences.

    + Demonstrated ability to quickly learn, understand, and articulate key product and value proposition knowledge in a variety of contexts.

    + Strong financial skill and analytical attitude required to use the key drivers of profitability.

    + Previous experience with clients in Middle Market accounts ($5-$20MM air volume) and travel management preferred.

    + Must be able to travel 15-25% of the time.

    The Company has good cause to conduct a review of criminal history for this specific position based on the job duties (see listed job duties above) and because the role will involve access to credit card data, confidential client information or data and other proprietary corporate information and trade secrets.

    **Location**

    United States

    The US national annual base salary range for this position is from $70,000 to $140,000. The national range provided includes the base salary that GBT expects to pay for the role. Actual base salary will be based on factors including the scope and complexity of the role and the successful candidate’s relevant experience, skills, knowledge, and work location.

    In addition to base salary, this role is eligible for either our Annual Incentive Award plan, which rewards participants based on company and individual performance, or eligible for one of our metric-driven Sales Incentive Plans (certain sales roles only). An eligible employee can only participate in one of these plans during an eligible period. This role is also eligible for awards under the company Equity Incentive Plan, which is designed to align participants' interests with those of shareholders. For information about our comprehensive US benefits programs and eligibility, please review our Benefits-at-a-Glance document.

    Benefits at a glance (https://explorer.amexglobalbusinesstravel.com/rs/346-POJ-129/images/GBT\_2023BenefitsAtAGlance\_Without\_Rates\_Final.pdf)

    **The #TeamGBT Experience**

    Work and life: Find your happy medium at Amex GBT.

    + **Flexible benefits** are tailored to each country and start the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and more.

    + **Travel perks:** get a choice of deals each week from major travel providers on everything from flights to hotels to cruises and car rentals.

    + **Develop the skills you want** when the time is right for you, with global tuition assistance, access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first.

    + **We strive to champion Diversity, Equity, and Inclusion** in every aspect of our business at GBT. You can connect with colleagues through our global Inclusion Groups, centered around common identities or initiatives, to discuss challenges, obstacles, achievements, and drive company awareness and action.

    + **Wellbeing resources** to support mental and emotional health for you and your immediate family.

    + And much more!

    All applicants will receive equal consideration for employment without regard to age, sex, gender (and characteristics related to sex and gender), pregnancy (and related medical conditions), race, color, citizenship, religion, disability, or any other class or characteristic protected by law.

    Click Here (https://explorer.amexglobalbusinesstravel.com/rs/346-POJ-129/images/Additional%20Disclosures%20in%20Accordance%20with%20the%20LA%20County%20Fair%20Chance%20Ordinance.pdf?version=2) for Additional Disclosures in Accordance with the LA County Fair Chance Ordinance.

    Furthermore, we are committed to providing reasonable accommodation to qualified individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the hiring process. For details regarding how we protect your data, please consult GBT Recruitment Privacy Statement (https://www.amexglobalbusinesstravel.com/gbt-recruitment-privacy-statement/) .

    **What if I don’t meet every requirement?** If you’re passionate about our mission and believe you’d be a phenomenal addition to our team, don’t worry about “checking every box;" please apply anyway. You may be exactly the person we’re looking for!

    Click Here to Learn More (https://www.amexglobalbusinesstravel.com/careers/)


    Employment Type

    Full Time

  • Loan Processor
    Thrivos    Phoenix, AZ 85024
     Posted 2 days    

    Are you ready to take your career to the next level?

    Job Title: Loan Processor (Entry Level).

    Starting Salary: $17/hr ($18/hr- Sat/Sun).

    Monthly Bonus Potential: Up to $1,250.

    Weekend Pay differential.

    * We are located in North Phoenix, right off of 7th street and the Loop 101 *

    At Thrivos, we believe in rewarding your hard work and dedication. As a Loan Processor you'll embark on a journey of financial success that begins with base pay, weekend shift differential pay, and the opportunity to earn impressive monthly bonuses.

    Why Join Us: Your journey starts with base pay of $17 per hour, ensuring financial stability and security from day one.

    Unlock Your Monthly Earning Potential: We empower our Loan Processors to reach new heights with monthly bonuses of up to $1,250, totaling an annual potential of $15,000. Your success is directly tied to your efforts, and we're here to support your growth.

    Key Responsibilities

    Professionally interact with new and existing customers via phone, email and text providing the highest level of customer service at all times.
    Follow strict loan application review guidelines ensuring applications are complete and accurate.
    Contact existing customers who are 1-30 days past due and use successful negotiation tactics to bring their accounts current.
    Meet or exceed loan funding, collections and call performance targets on a daily/weekly/monthly basis.
    Qualifications

    Minimum 1-2 years of recent call center experience or retail customers service required (any field of financial services preferred).
    Loan application review experience a plus.
    Collections experienced a plus.
    Demonstrated ability achieve required metrics and goals consistently.
    A team player that thrives in a competitive environment.
    Ability to multitask.
    Bi-lingual Spanish is a plus.

    Benefits

    Vision/health/dental insurance after 60 days of employment.

    401(k) with up to 5% company match after 6 months of employment.

    Employee discounts on various products and services.

    Life insurance.

    Paid time off which accrues on day one.

    Paid holidays after 90 days of employment.

    Spiffs/contests/incentives.

    A competitive but friendly, business casual environment.

    We are an equal opportunity employer. All qualified applicants will be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, genetic information or other protected status.

    Please note that only qualified candidates will be contacted for an interview.

    Job Types: Full-time.

    Salary: From $17.00 per hour.

    Expected hours: 40 per week.

    Shift: 8-hour shift.

    Work setting: In-person.


    Seniority Level

    Entry (student)

    Industry

    Business, Entrepreneurialism, and Management

    Employment Type

    Full Time

  • Branch Manager Chandler District
    Wells Fargo    CHANDLER, AZ 85286
     Posted 3 days    

    **Why Wells Fargo:**

    Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.

    **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 until the trainee has received certification of program completion and been placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate Branch Manager (ABM) or exempt Branch Manager (BM) role. Employees who are not currently in an ABM or BM role at the time of hire will 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

    + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to 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):**

    + **East Ahwatukee** 4823 E Ray Rd Phoenix, AZ 85044

    + **Warner & Val Vista** 1495 E Warner Rd Gilbert, AZ 85296

    + **Ray & McQueen** 1090 E Ray Rd Chandler, AZ 85225

    + **Desert Foothills** 15825 S Desert Foothills Pkwy Phoenix, AZ 85048

    + **Ocotillo & McQueen Road** 925 E Ocotillo Road Chandler, AZ 85249

    + **Chandler Mall** 3495 W Chandler Blvd Chandler, AZ 85226

    + **Higley & Ray** 3222 E Ray Rd Gilbert, AZ 85296

    + **Dobson & Ray** 1960 W Ray Rd Ste 7 Chandler, AZ 85224

    + **Chandler** 1004 W Chandler Blvd Chandler, AZ 85224

    + **Ocotillo** 1100 W Queen Creek Rd Chandler, AZ 85248

    + **Ahwatukee** 10651 S 51St Street Phoenix, AZ 85044

    + **Downtown Gilbert** 700 N Gilbert Road Gilbert, AZ 85234

    + **McClintock & Warner** 8670 S McClintock Tempe, AZ 85284

    **Posting End Date:**

    19 Jan 2025

    **_*Job posting may come down early due to volume of applicants._**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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-429016


    Employment Type

    Full Time

  • Branch Manager Chandler District
    Wells Fargo    TEMPE, AZ 85282
     Posted 3 days    

    **Why Wells Fargo:**

    Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.

    **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 until the trainee has received certification of program completion and been placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate Branch Manager (ABM) or exempt Branch Manager (BM) role. Employees who are not currently in an ABM or BM role at the time of hire will 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

    + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to 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):**

    + **East Ahwatukee** 4823 E Ray Rd Phoenix, AZ 85044

    + **Warner & Val Vista** 1495 E Warner Rd Gilbert, AZ 85296

    + **Ray & McQueen** 1090 E Ray Rd Chandler, AZ 85225

    + **Desert Foothills** 15825 S Desert Foothills Pkwy Phoenix, AZ 85048

    + **Ocotillo & McQueen Road** 925 E Ocotillo Road Chandler, AZ 85249

    + **Chandler Mall** 3495 W Chandler Blvd Chandler, AZ 85226

    + **Higley & Ray** 3222 E Ray Rd Gilbert, AZ 85296

    + **Dobson & Ray** 1960 W Ray Rd Ste 7 Chandler, AZ 85224

    + **Chandler** 1004 W Chandler Blvd Chandler, AZ 85224

    + **Ocotillo** 1100 W Queen Creek Rd Chandler, AZ 85248

    + **Ahwatukee** 10651 S 51St Street Phoenix, AZ 85044

    + **Downtown Gilbert** 700 N Gilbert Road Gilbert, AZ 85234

    + **McClintock & Warner** 8670 S McClintock Tempe, AZ 85284

    **Posting End Date:**

    19 Jan 2025

    **_*Job posting may come down early due to volume of applicants._**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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-429016


    Employment Type

    Full Time


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