Financial Services

Loan Officers

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

A Day In The Life

Financial Services Industry

Are you interested in training?

Sign up or Sign in to contact a Coach.

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

119

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

Sort by:


University of Arizona
 Bachelor's Degree  

University of Arizona
 Master's Degree  

University of Arizona
 Bachelor's Degree  

University of Arizona
 Master's Degree  

ASU
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Grand Canyon University
 Bachelor's Degree  

Grand Canyon University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

University of Arizona
 Bachelor's Degree  

University of Arizona
 Master's Degree  

ASU
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Northern Arizona University
 Bachelor's Degree  

University of Arizona
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

University of Arizona
 Bachelor's Degree  

Arizona State University
 Post-Baccalaureate Certificate  

Arizona State University
 Master's Degree  

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

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Near Vision

ABILITY

Written Expression


Job Opportunities

Loan Officers

  • Mortgage Loan Officer - Phoenix, AZ
    PNC    Scottsdale, AZ 85258
     Posted 1 day    

    **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(n) Mortgage within PNC's Mortgage organization, you will be based in Phoenix, AZ market.

    The ideal candidate will have a proven history of production in the market.

    The role is salary plus incentive.

    **Job Description**

    + Recommends loan solutions in accordance with lending guidelines and clients' requirements.

    + Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.

    + Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.

    + Collaborates with internal and external stakeholders to complete mortgage transactions.

    + Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

    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**

    Banking Products, Client Prospecting, Customer Needs (Inactive), Customer Relationships, Customer Solutions, Documentations, Innovation, Lending (Inactive), Mortgages, Sales

    **Competencies**

    Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.

    **Work Experience**

    Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Certifications**

    No Required Certification(s)

    **Licenses**

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    **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 pncbenefits.com > New to PNC.

    _*For more information, please click on the following links:_

    Time Away from Work (https://www.pncbenefits.com/timeaway.html)

    _PNC Full-Time Benefits Summary_

    PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

    **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

  • Mortgage Loan Officer - Phoenix, AZ
    PNC    Phoenix, AZ 85067
     Posted 1 day    

    **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(n) Mortgage within PNC's Mortgage organization, you will be based in Phoenix, AZ market.

    The ideal candidate will have a proven history of production in the market.

    The role is salary plus incentive.

    **Job Description**

    + Recommends loan solutions in accordance with lending guidelines and clients' requirements.

    + Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.

    + Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.

    + Collaborates with internal and external stakeholders to complete mortgage transactions.

    + Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

    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**

    Banking Products, Client Prospecting, Customer Needs (Inactive), Customer Relationships, Customer Solutions, Documentations, Innovation, Lending (Inactive), Mortgages, Sales

    **Competencies**

    Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.

    **Work Experience**

    Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Certifications**

    No Required Certification(s)

    **Licenses**

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    **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 pncbenefits.com > New to PNC.

    _*For more information, please click on the following links:_

    Time Away from Work (https://www.pncbenefits.com/timeaway.html)

    _PNC Full-Time Benefits Summary_

    PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)

    **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

  • Bank at Work Relationship Manager
    BMO Financial Group    Phoenix, AZ 85067
     Posted 1 day    

    Will require out of state travel and 30% of the time

    Partners with internal stakeholders to deliver sales activities and results for designated retail sales programs/products. Acts as the market expert for the retail sales program / products to grow market share. Establishes strong working relationships within the designated market and participates on joint sales calls and team meetings. Identifies and refers business opportunities to key partners.

    U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

    + Develops and executes a market business plan, including sales strategies, to achieve retail sales program / product objectives.

    + Represents the retail sales programs / products at sales calls and events.

    + Generates appointments and opportunities to grow business results.

    + Prioritizes the market’s client and prospect pipeline and schedules for events and seminars.

    + Manages regional retail sales programs / products to maximize client opportunities across BMO.

    + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

    + Recommends program design changes based on client or market segment needs to enhance program effectiveness and establish best practices.

    + Provides strategic input into business decisions as a trusted advisor.

    + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.

    + Acts as a subject matter expert on relevant regulations and policies.

    + May network with industry contacts to gain competitive insights and best practices.

    + Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.

    + Establishes strong partnerships with BMO colleagues and senior leaders in the designated market.

    + Acts as the prime subject matter expert for internal/external stakeholders.

    + Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

    + Defines business requirements for analytics and reporting to ensure data insights inform business decision making.

    + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.

    + Develops and applies the framework for databases; oversees database management in adherence with data governance standards.

    + Monitors and tracks performance and addresses any issues.

    + Designs and produces regular and ad-hoc reports and dashboards.

    + Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.

    + Leads the development of the communication strategy focusing on positively influencing or changing behaviour.

    + Collaborates across BMO to develop communications strategies and ensure consistency of messaging to positively influence or change behaviour.

    + Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.

    + Leads/participates in the design, implementation, and management of core business/group processes.

    + Plans and controls unit operating expenses in accordance with forecasts.

    + Makes recommendations to leaders on financial management processes based on changing requirements.

    + Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis, and reporting.

    + Leads / participates in the design, implementation, and management of core business / group processes.

    + Provides input to program development and marketing strategies to grow the market share.

    + Identifies, refines, and shares suggestions to improve sales calls, events, seminars, materials, and tools.

    + Delivers the desired customer experience in partnership with BMO colleagues.

    + Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.

    + Monitors and tracks performance, and addresses any issues.

    + Builds effective relationships with internal / external stakeholders.

    + Ensures alignment between stakeholders.

    + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

    + Conducts independent analysis and assessment to resolve strategic issues.

    + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

    + Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.

    + Implements changes in response to shifting trends.

    + Broader work or accountabilities may be assigned as needed. **Qualifications:**

    + Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

    + Meets all CFPB and Safe Act requirements and adheres to all compliance, regulatory, and legal guidelines.

    + In depth/Expert knowledge of retail products and retail branch networks.

    + Presentation skills and time management – In-depth/Expert.

    + Proven business development success.

    + Customer-oriented; focused on designing and delivering a great customer experience.

    + Proactive and collaborative with team members to establish trust and partnerships.

    + Committed to building strong internal and customer relationships.

    + Comfort with multi-tasking to manage multiple clients and/or events simultaneously.

    + Seasoned professional with a combination of education, experience and industry knowledge.

    + Verbal & written communication skills - In-depth / Expert.

    + Analytical and problem solving skills - In-depth / Expert.

    + Influence skills - In-depth / Expert.

    + Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.

    + Able to manage ambiguity.

    + Data driven decision making - In-depth / Expert.

    **Salary:**

    $90,000.00 - $167,000.00

    **Pay Type:**

    Salaried

    The above represents BMO Financial Group’s pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

    BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

    **We’re here to help**

    At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at https://jobs.bmo.com/us/en

    BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.


    Employment Type

    Full Time

  • Portfolio Manager - Healthcare Finance Group
    BMO Financial Group    Tempe, AZ 85282
     Posted 1 day    

    This is an opportunity for a motivated junior professional to join a high-visibility and exciting growth initiative to grow BMO's presence in the healthcare segment. This role is an appealing opportunity for an experienced associate to expand their career in working with for-profit Healthcare companies across the US. Previous experience in lending to Healthcare companies is not mandatory. This role can be based in any of our geographies.

    Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

    + Establishes cross-selling initiatives to increase penetration with client.

    + Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.

    + May coordinate closing with closing department, clients and attorneys.

    + Serves as a daily escalation resource to ensure client expectations are met or exceeded.

    + Acts as a trusted advisor to assigned business/group.

    + Influences and negotiates to achieve business objectives.

    + Recommends and implements solutions based on analysis of issues and implications for the business.

    + Conducts independent analysis and assessment to resolve strategic issues.

    + Helps determine business priorities and best sequence for execution of business/group strategy.

    + Acts as the prime subject matter expert for internal/external stakeholders.

    + Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.

    + Designs and produces regular and ad-hoc reports, and dashboards.

    + Maintains current on financing trends in target clients' markets, and communicate same to team members.

    + Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.

    + Oversees preparation of concise, well reasoned credit correspondence.

    + Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.

    + Negotiates transactions with clients and provides deal structuring expertise.

    + Oversees documentation and ongoing monitoring of asset and client performance.

    + May manage work flow of other analysts by aligning tasks with departmental goals and objectives.

    + Provides accurate financial analysis and risk assessment of new and existing customers.

    + Partners with internal stakeholders for accurate, detailed client information.

    + Develops credit information to make lending decisions on new, renewal and extension loans.

    + Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.

    + Prepares summary, present facts and offer opinions concerning credit worthiness.

    + Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.

    + Provides input into the planning and implementation of operational programs.

    + Builds effective relationships with internal/external stakeholders.

    + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

    + Provides specialized consulting, analytical and technical support.

    + Exercises judgment to identify, diagnose, and solve problems within given rules.

    + Works independently and regularly handles non-routine situations.

    + Broader work or accountabilities may be assigned as needed. **Qualifications:**

    + Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

    + Deep knowledge and technical proficiency gained through extensive education and business experience.

    + Verbal & written communication skills - In-depth.

    + Collaboration & team skills - In-depth.

    + Analytical and problem solving skills - In-depth.

    + Influence skills - In-depth.

    + Data driven decision making - In-depth.

    **Salary:**

    $87,000.00 - $161,400.00

    **Pay Type:**

    Salaried

    The above represents BMO Financial Group’s pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

    BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

    **Equal Employment Opportunity Statement**

    BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected. characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

    **We’re here to help**

    At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at https://jobs.bmo.com/us/en

    BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.


    Employment Type

    Full Time

  • Branch Manager Southeast Phoenix District
    Wells Fargo    MIAMI, AZ 85539
     Posted 2 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):**

    + **Red Mountain** 2655 N Power Road Mesa, AZ 85215

    + **Baseline & Ellsworth** 2112 S Ellsworth Rd Mesa, AZ 85209

    + **McKellips & Greenfield** 4525 E McKellips Mesa, AZ 85215

    + **Power & Guadalupe** 2410 S Power Rd Mesa, AZ 85209

    + **Globe** 2085 E Highway 60 Miami, AZ 85539

    + **Apache Junction** 231 S Phelps Apache Junction, AZ 85120

    + **McKellips & Stapley** 1256 E McKellips Rd Mesa, AZ 85203

    + **University & Gilbert** 1860 E University Drive Mesa, AZ 85203

    + **Power & Main** 121 S Power Road Mesa, AZ 85206

    + **Gold Canyon** 5341 S Superstition Mountain Dr Ste Gold Canyon, AZ 85118

    + **Apache & Meridian** 2891 W Apache Trail Apache Junction, AZ 85120

    **Posting End Date:**

    25 Nov 2024

    **_*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-418507


    Employment Type

    Full Time

  • Lead Commercial Banking Portfolio Manager
    Wells Fargo    MESA, AZ 85213
     Posted 2 days    

    **About this role:**

    **About this role:**

    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 diversity, equity and 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.

    This is where your true career begins. We ranked #3 on the 2022 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career”. We support employees’ career aspirations and growth. We’re proud of our employee-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. We offer competitive salaries and one of the richest benefits packages in the industry. Our Total Rewards program focuses on wellness, work-life balance and the financial health of our employees

    .

    **About this role:**

    Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager to join our Market Coverage team as part of Commercial Banking. Learn more about the career areas and business divisions at www.wellsfargojobs.com

    **In this role, you will:**

    + Evaluate and approve credit requests and portfolio monitoring activities for middle market commercial and industrial companies and investor real estate sponsors

    + Participate in performing financial research, underwriting, and structuring of relationships within Commercial Banking Portfolio Management functional area

    + Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors

    + Resolve moderately complex issues in conjunction with functional Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements

    + Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals

    + Lead projects and teams or serve as a mentor for less experienced individuals

    **Required Qualifications:**

    + 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Loan negotiation (rates, terms, and collateral requirements) experience

    + Underwriting experience including advanced commercial or specialty group relationship portfolio credit

    + Extensive knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements

    + Knowledge and understanding of commercial and specialty group banking products and services

    + 5+ years of commercial underwriting experience

    + Intermediate Microsoft Office skills

    + Strong analytical skills including analyzing complex data

    + Excellent verbal, written, and interpersonal communication skills

    + A BS/BA degree or higher

    + Previous experience using Blast, Creditview or Ncino

    **Job Expectations:**

    + This position offers a hybrid work schedule.

    **Pay Range:**

    Arizona-Chandler Pay Range $111,100-$197,500 Annually

    California-Concord Pay Range $133,300-$237,100 Annually

    California-Irvine Pay Range $122,200-$217,200 Annually

    California-Los Angeles Pay Range $122,200-$217,200 Annually

    California-Oakland Pay Range $133,300-$237,100 Annually

    California-Palo Alto Pay Range $133,300-$237,100 Annually

    California-Sacramento Pay Range $122,200-$217,200 Annually

    California-San Francisco Pay Range $133,300-$237,100 Annually

    California-San Jose Pay Range $133,300-$237,100 Annually

    California-West Covina Pay Range $122,200-$217,200 Annually

    Colorado-Denver Pay Range $111,100-$197,500Annually

    Illinois – Chicago Pay Range: $122,200-$217,200 Annually

    Washington-Bellevue Pay Range $133,300-$237,100 Annually

    Washington-Seattle Pay Range $133,300-$237,100 Annually

    Washington-Tacoma Pay Range $122,200-$217,200 Annually

    May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.

    Job Description - Additional Language

    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.

    **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.

    $111,100.00 - $237,100.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:**

    1 Dec 2024

    ***** **_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.

    **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-418722


    Employment Type

    Full Time

  • Lead Commercial Banking Portfolio Manager
    Wells Fargo    PHOENIX, AZ 85067
     Posted 2 days    

    **About this role:**

    **About this role:**

    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 diversity, equity and 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.

    This is where your true career begins. We ranked #3 on the 2022 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career”. We support employees’ career aspirations and growth. We’re proud of our employee-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. We offer competitive salaries and one of the richest benefits packages in the industry. Our Total Rewards program focuses on wellness, work-life balance and the financial health of our employees

    .

    **About this role:**

    Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager to join our Market Coverage team as part of Commercial Banking. Learn more about the career areas and business divisions at www.wellsfargojobs.com

    **In this role, you will:**

    + Evaluate and approve credit requests and portfolio monitoring activities for middle market commercial and industrial companies and investor real estate sponsors

    + Participate in performing financial research, underwriting, and structuring of relationships within Commercial Banking Portfolio Management functional area

    + Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors

    + Resolve moderately complex issues in conjunction with functional Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements

    + Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals

    + Lead projects and teams or serve as a mentor for less experienced individuals

    **Required Qualifications:**

    + 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Loan negotiation (rates, terms, and collateral requirements) experience

    + Underwriting experience including advanced commercial or specialty group relationship portfolio credit

    + Extensive knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements

    + Knowledge and understanding of commercial and specialty group banking products and services

    + 5+ years of commercial underwriting experience

    + Intermediate Microsoft Office skills

    + Strong analytical skills including analyzing complex data

    + Excellent verbal, written, and interpersonal communication skills

    + A BS/BA degree or higher

    + Previous experience using Blast, Creditview or Ncino

    **Job Expectations:**

    + This position offers a hybrid work schedule.

    **Pay Range:**

    Arizona-Chandler Pay Range $111,100-$197,500 Annually

    California-Concord Pay Range $133,300-$237,100 Annually

    California-Irvine Pay Range $122,200-$217,200 Annually

    California-Los Angeles Pay Range $122,200-$217,200 Annually

    California-Oakland Pay Range $133,300-$237,100 Annually

    California-Palo Alto Pay Range $133,300-$237,100 Annually

    California-Sacramento Pay Range $122,200-$217,200 Annually

    California-San Francisco Pay Range $133,300-$237,100 Annually

    California-San Jose Pay Range $133,300-$237,100 Annually

    California-West Covina Pay Range $122,200-$217,200 Annually

    Colorado-Denver Pay Range $111,100-$197,500Annually

    Illinois – Chicago Pay Range: $122,200-$217,200 Annually

    Washington-Bellevue Pay Range $133,300-$237,100 Annually

    Washington-Seattle Pay Range $133,300-$237,100 Annually

    Washington-Tacoma Pay Range $122,200-$217,200 Annually

    May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.

    Job Description - Additional Language

    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.

    **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.

    $111,100.00 - $237,100.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:**

    1 Dec 2024

    ***** **_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.

    **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-418722


    Employment Type

    Full Time

  • Branch Manager Southeast Phoenix District
    Wells Fargo    APACHE JUNCTION, AZ 85117
     Posted 2 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):**

    + **Red Mountain** 2655 N Power Road Mesa, AZ 85215

    + **Baseline & Ellsworth** 2112 S Ellsworth Rd Mesa, AZ 85209

    + **McKellips & Greenfield** 4525 E McKellips Mesa, AZ 85215

    + **Power & Guadalupe** 2410 S Power Rd Mesa, AZ 85209

    + **Globe** 2085 E Highway 60 Miami, AZ 85539

    + **Apache Junction** 231 S Phelps Apache Junction, AZ 85120

    + **McKellips & Stapley** 1256 E McKellips Rd Mesa, AZ 85203

    + **University & Gilbert** 1860 E University Drive Mesa, AZ 85203

    + **Power & Main** 121 S Power Road Mesa, AZ 85206

    + **Gold Canyon** 5341 S Superstition Mountain Dr Ste Gold Canyon, AZ 85118

    + **Apache & Meridian** 2891 W Apache Trail Apache Junction, AZ 85120

    **Posting End Date:**

    25 Nov 2024

    **_*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-418507


    Employment Type

    Full Time

  • Branch Manager Southeast Phoenix District
    Wells Fargo    MESA, AZ 85213
     Posted 2 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):**

    + **Red Mountain** 2655 N Power Road Mesa, AZ 85215

    + **Baseline & Ellsworth** 2112 S Ellsworth Rd Mesa, AZ 85209

    + **McKellips & Greenfield** 4525 E McKellips Mesa, AZ 85215

    + **Power & Guadalupe** 2410 S Power Rd Mesa, AZ 85209

    + **Globe** 2085 E Highway 60 Miami, AZ 85539

    + **Apache Junction** 231 S Phelps Apache Junction, AZ 85120

    + **McKellips & Stapley** 1256 E McKellips Rd Mesa, AZ 85203

    + **University & Gilbert** 1860 E University Drive Mesa, AZ 85203

    + **Power & Main** 121 S Power Road Mesa, AZ 85206

    + **Gold Canyon** 5341 S Superstition Mountain Dr Ste Gold Canyon, AZ 85118

    + **Apache & Meridian** 2891 W Apache Trail Apache Junction, AZ 85120

    **Posting End Date:**

    25 Nov 2024

    **_*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-418507


    Employment Type

    Full Time

  • Lead Commercial Banking Portfolio Manager
    Wells Fargo    TEMPE, AZ 85282
     Posted 2 days    

    **About this role:**

    **About this role:**

    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 diversity, equity and 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.

    This is where your true career begins. We ranked #3 on the 2022 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career”. We support employees’ career aspirations and growth. We’re proud of our employee-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. We offer competitive salaries and one of the richest benefits packages in the industry. Our Total Rewards program focuses on wellness, work-life balance and the financial health of our employees

    .

    **About this role:**

    Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager to join our Market Coverage team as part of Commercial Banking. Learn more about the career areas and business divisions at www.wellsfargojobs.com

    **In this role, you will:**

    + Evaluate and approve credit requests and portfolio monitoring activities for middle market commercial and industrial companies and investor real estate sponsors

    + Participate in performing financial research, underwriting, and structuring of relationships within Commercial Banking Portfolio Management functional area

    + Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors

    + Resolve moderately complex issues in conjunction with functional Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements

    + Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals

    + Lead projects and teams or serve as a mentor for less experienced individuals

    **Required Qualifications:**

    + 5+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Loan negotiation (rates, terms, and collateral requirements) experience

    + Underwriting experience including advanced commercial or specialty group relationship portfolio credit

    + Extensive knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements

    + Knowledge and understanding of commercial and specialty group banking products and services

    + 5+ years of commercial underwriting experience

    + Intermediate Microsoft Office skills

    + Strong analytical skills including analyzing complex data

    + Excellent verbal, written, and interpersonal communication skills

    + A BS/BA degree or higher

    + Previous experience using Blast, Creditview or Ncino

    **Job Expectations:**

    + This position offers a hybrid work schedule.

    **Pay Range:**

    Arizona-Chandler Pay Range $111,100-$197,500 Annually

    California-Concord Pay Range $133,300-$237,100 Annually

    California-Irvine Pay Range $122,200-$217,200 Annually

    California-Los Angeles Pay Range $122,200-$217,200 Annually

    California-Oakland Pay Range $133,300-$237,100 Annually

    California-Palo Alto Pay Range $133,300-$237,100 Annually

    California-Sacramento Pay Range $122,200-$217,200 Annually

    California-San Francisco Pay Range $133,300-$237,100 Annually

    California-San Jose Pay Range $133,300-$237,100 Annually

    California-West Covina Pay Range $122,200-$217,200 Annually

    Colorado-Denver Pay Range $111,100-$197,500Annually

    Illinois – Chicago Pay Range: $122,200-$217,200 Annually

    Washington-Bellevue Pay Range $133,300-$237,100 Annually

    Washington-Seattle Pay Range $133,300-$237,100 Annually

    Washington-Tacoma Pay Range $122,200-$217,200 Annually

    May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.

    Job Description - Additional Language

    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.

    **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.

    $111,100.00 - $237,100.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:**

    1 Dec 2024

    ***** **_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.

    **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-418722


    Employment Type

    Full Time


Related Careers & Companies

Financial Services

Not sure where to begin?

Match Careers with Interests

Career Exploration

Browse by Industry