Accounting & Finance jobs in Camden, New JerseyCrear alertas

Description Starting Salary: $19 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to questions and/or concerns. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get • Meaningful work & relationships – Help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback., • Commitment to community – Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually., • Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you., • High School degree or GED, • Minimum of 6 months experience processing transactions (cash and/or digital payments), • Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers, • Strong listening and communication skills, • Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship, • Ability to problem solve and provide solutions to customer issues, • Customer-centric to deliver exceptional service, • Comfortable with using digital technology to support the delivery of business goals, • Ability to work branch hours, which can include weekends and evenings, • 1 year of experience processing transactions (cash and/or digital payments), • Motivates others, like teammates, business partners, and specialists, through collaboration, • Hours per Week: 20 Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get • Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback., • Commitment to community – Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually, • Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you., • High School degree or GED required, • 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals, • Ability to effectively ask questions and identify needs to improve the customer relationship, • Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions, • Demonstrated skills in using digital technology to support the delivery of business goals, • Aptitude to problem solve and provide solutions to customer issues, • Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration, • Self-motivated, confident and ability to multitask effectively, • Ability to work branch hours, which can include weekends and evenings, • Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS., • Hours per Week: 40 Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Starting Salary: $19 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions. You’ll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to questions and/or concerns. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get • Meaningful work & relationships – Help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback., • Commitment to community – Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually., • Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you., • High School degree or GED, • Minimum of 6 months experience processing transactions (cash and/or digital payments), • Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers, • Strong listening and communication skills, • Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship, • Ability to problem solve and provide solutions to customer issues, • Customer-centric to deliver exceptional service, • Comfortable with using digital technology to support the delivery of business goals, • Ability to work branch hours, which can include weekends and evenings, • 1 year of experience processing transactions (cash and/or digital payments), • Motivates others, like teammates, business partners, and specialists, through collaboration, • Hours per Week: 40 Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • 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 sponsorshipJob Expectations: We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • 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 sponsorshipJob Expectations: We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • 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 sponsorshipJob Expectations: We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • 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 sponsorshipJob Expectations: We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • 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 sponsorshipJob Expectations: We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • 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 sponsorshipJob Expectations: We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

A company is looking for a Renewal Underwriter.

Key Responsibilities Ensure accuracy of media invoices and vendor statements through auditing and comparison Work with media buyers and vendors to resolve discrepancies and support the billing team Maintain the media vendor database and ensure timely receipt of media invoices Required Qualifica

A company is looking for a Billing Coordinator III (Billing Specialist Subsidiary) to manage revenue cycle tasks remotely.

A company is looking for an Underwriter II - Commercial Lines.

A company is looking for a Mortgage Assistance Underwriter to manage a portfolio of loans and provide support to homeowners facing financial hardships.

Key Responsibilities Manage the end-to-end revenue recognition process for clinical research projects, including contract review and reconciliation Ensure compliance with ASC 606 and monitor study progress to confirm revenue triggers Prepare journal entries, account reconciliations, and support

A company is looking for an Underwriter/Operations Specialist to join their team. Key Responsibilities Manage day-to-day account operations for assigned clients, ensuring high-quality service and compliance with benchmarks Underwrite insurance applications and assist underwriters in servicing acc

Underwriter to join their Underwriting team.

A company is looking for a Freelance Accounting Consultant - AI Trainer.

A company is looking for a SNF HMO Biller.Key Responsibilities Enter patient, insurance, and discharge information, and manage billing processes Follow up on unpaid claims and ensure proper financial reimbursement from insurance companies Maintain communication with staff and participate in team

A company is looking for an Underwriter, Construction.

Key Responsibilities Prepare, process, and post journal entries accurately and timely Ensure timely reconciliation of financial accounts and support month-end, quarter-end, and year-end close processes Assist with internal and external audit requests and maintain proper documentation Required Q

A company is looking for a Product Solution Center (PSC) Underwriter.

Key Responsibilities Manage the full employee lifecycle, including onboarding, contract issuance, and offboarding Oversee local payroll processes and ensure compliance with wage protection regulations Act as the primary HR contact and represent the company in government affairs and compliance ma

We have an immediate need for an E-Billing Specialist/Legal Biller for a leading law firm conveniently located in the Philadelphia metro area. This is a full time direct hire position that offers an excellent salary and benefits package and offers a hybrid schedule - 2 days in office and 3 remote. Hours are 8:00 AM to 5:00 PM. Job Duties Include: • Submit invoices through the e-billing system and document progress within the eHub and eBilling Tracker., • Reviews newly opened client matters for assigned attorneys to determine if matters are available through e-billing websites., • Monitor e-billing daily - for new invoices and rejections; review daily new timekeeper report for new timekeepers that may need to be submitted for approval., • Ensures successful submissions of e-billed clients and assist with the resolution of any rejections., • Assist attorneys, Client Service Specialists, and clients with day-to-day e-billing questions and concerns., • Verifies that client setup, rates, and billing requirements are correct in the eBilling system., • As required, submits rate requests to related vendor sites., • Provide updates regarding invoice status to Client Billing Manager., • Ensures that all tasks are done in accordance with Firm and client billing guidelines and policies., • Work closely with supervisor and managers to resolve any e-billing or client e-billing issues., • Submit invoices though the e-billing system and document progress within BillBlast, Ebilling Portal., • Responsible for the submission of monthly/quarterly accruals as required., • Provide updates regarding invoice status to Billing Supervisors/Director of Billing. Job Requirements Include: • Minimum of five (5) years’ e-billing experience in a law firm (preferred) or other professional services organization required., • Ability to utilize various vendor websites and BillBlast system for electronic billing., • Previous experience with 3E or Elite accounting system strongly preferred., • Excellent customer service skills., • Must be self-motivated, very detail oriented, highly organized and reliable, have the ability to multi-task with a high volume of work and work well independently as well as in a team environment., • Strong oral and written communication skills and accuracy are a must., • Demonstrated experience using related accounting computer systems and Microsoft Office Suite, including Outlook, Word and Excel.

Title: Behavioral Health Medical Biller with Credentialing Experience Company: Safe Meadow Health Center Location: Southwest Philadelphia (On site) About the Role We’re seeking a reliable and detail-driven medical biller with credentialing experience to support our behavioral health practice. This person will work in tandem with our full external billing team and focus on accounts receivables and quality assurance. This person will manage billing, credentialing, and authorization processes to ensure clean claims, timely payments, and excellent patient support. Key Responsibilities • Submit, track, and follow up on insurance claims (commercial + Medicaid)., • Review denials and complete appeals, corrections, and resubmissions., • Maintain active contracts and provider credentials with all payers., • Monitor expiration dates and manage all re-credentialing and renewals., • Verify patient eligibility and secure prior authorizations., • Reconcile EOBs/ERAs, payments, and aging reports., • Communicate proactively with the clinical team about billing requirements., • Maintain accurate records and create simple reporting dashboards. Qualifications • 5+ years of medical billing experience (behavioral health preferred)., • Strong understanding of payer rules, authorizations, and denial codes., • Experience with credentialing and contract maintenance., • Ability to identify issues early and implement solutions., • Strong communication, organization, and follow-through., • Candidates must pass a criminal background check. Top Skills • Claims Management & Denial Resolution, • Credentialing & Contract Tracking, • Prior Authorization Coordination, • Insurance Eligibility Verification, • Revenue Cycle Reporting & Follow-up Why join the Safe Meadow team? • Professional environment, • Clear systems and stability, • Opportunity to help rebuild a revenue process and make a measurable impact To Apply Please submit a message along with your resume describing your experience with billing, credentialing, and denials.

A company is looking for a Senior DE Underwriter who is experienced in mortgage underwriting and resides in California.

A company is looking for a Revenue Cycle Systems Specialist. Key Responsibilities Support accounts receivable functions and enhance policies and procedures related to revenue cycles Monitor internal controls for compliance and partner with resources to develop action plans for accounts receivable

A company is looking for a Commercial Underwriter (Remote).

A company is looking for a Junior Underwriter to facilitate the transition from approvals to signed contracts while building dealer relationships.

US/recruiting/upenn/careers-at-penn/job/Franklin-Building/Accountant-Accounting-Analyst---Division-of-Finance_JR00086826. Accountant/Accounting Analyst - Division of Finance. Accountant/Accounting Analyst - Division of Finance.

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation.This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.Penn has 12 highly-regarded schools that provide opportuni

Corporate Solutions Department at the Community College of Philadelphia is seeking part-time Instructors to develop and teach professional development seminars for Certified Public Accountants. Certified Public Accountant Continuing Education Faculty, Part-Time, (Non-Credit). Work with and inspire o

Associate Director, Finance and Administration. Associate Director D, Business and Finance. The Associate Director of Finance and Administration will provide strategic and operational leadership for the financial and administrative functions of the School of Veterinary Medicine's academic department

Ability to teach a variety of day, evening, and weekend, first and second year Accounting courses, including Financial and Managerial Accounting, at the main campus, and/or at Regional Centers and neighborhood sites. Teach various accounting courses, including Financial and Managerial Accounting. Ac

Bachelor’s degree in Finance, Accounting, or a related analytical field.

Accounts Receivable / Remote] - Anywhere in U.Medical, dental & vision / 401k match / PTO - As a Billing & Collection Specialist at Avesis, you will: Generate accurate and timely invoices for clients both utilizing the system and manual inputs; Review and monitor customer accounts for outstanding ba

Collections / Billing / Remote] - Anywhere in U.Competitive pay - As an Accounts Receivable Specialist at Ovation Healthcare, you will: Manage and reconcile customer accounts to ensure timely and accurate payments; Provide exceptional customer service by responding to inquiries and resolving billing

Medical, dental & vision / 401k match / PTO - As a Billing Coordinator at AVI-SPL, you will: Collaborate with project accountants to receive and manage financial workflow tasks; Identify, validate, and submit accurate billing requests in accordance with contract terms; Collect and verify all necessa

KeyBank - 9869 Bustleton Avenue (BR) [Bank Teller / Customer Service] As a Teller at KeyBank, you'll: Accept and accurately process all financial service transactions; Maintain responsibility for cash drawer and follow proper balancing procedures; Provide excellent client service to all KeyBank clie

Senior Recruiter – Senior Associate Level - Hybrid Opportunity! Accounting & Finance – 80% Contract & 20% Direct Hire Company Overview Established in 1986, firstPRO Inc. is a specialized recruiting firm recognized as the #1 Contingent Search Firm in Philadelphia by the Philadelphia Business Journal for 2020. With over 40 recruiters based in Center City Philadelphia, firstPRO provides Accounting & Finance, Supply Chain & Engineering, and Information Technology professionals on a contract, contract-to-hire, and permanent basis. Position Overview The Senior Associate Recruiter will join a high-performance team of over 20 specialized industry professionals located in Center City, Philadelphia. Although focused on professional level contract placements, this individual will also have the unique ability to recruit on both contract and direct hire placements. Position Description • Responsible for identifying and building professional relationships with passive and active candidates for professional level accounting & finance opportunities in the Philadelphia area., • Effectively able to learn firstPRO clients, position descriptions, and specific requirements to perform in depth needs analysis to qualify candidates and manage relationships strategically for maximum short- and long-term value., • Successfully work within a high-performance team model gaining respect of team members, developing individual relationships and trust, and utilizing excellent problem solving and leadership skills., • Demonstrate a strong knowledge and/or intellectual curiosity of corporate Accounting & Finance organizational structures, position descriptions, and responsibilities to provide guidance and direction for candidates and recruiting strategy., • Develop as a subject matter industry expert on market demographics, hiring trends, corporate talent acquisition strategy, and best practices within the recruiting, staffing, and human resources industry., • Assist/advise with interviews, interview preparation, debriefs, and negotiations., • Identify, recruit, and develop relationships with both active and passive candidates using our market APS/CRM and social media tools such as bull horn, LinkedIn, specialty job boards, & professional networking practices., • Conduct monthly to quarterly performance reviews with Senior Vice Presidents and Executive Leadership in order to evaluate progress and performance., • Meet weekly activity standards and follow company internal reporting processes to promote highly effective communication and work-flow within the division., • Utilize excellent written communication skills to represent and present candidates to both external clients as well as internal stake holders. Requirements • 2 or more years of recent experience in the Staffing or Recruiting industry., • World-class communication skills both verbal and non-verbal., • Four-year degree from competitive university a plus, • A contagiously positive, self-starter attitude and desire to exceed expectations at every opportunity., • Strong desire to achieve goals and excel in a highly collaborative team environment., • Competitive by nature, career driven, with a passion to win and be paid for it. The Senior Recruiter position will offer: • Competitive base salary plus high variable compensation plan in the industry. An uncapped variable compensation package with unlimited room to grow both in responsibility and compensation., • Significant potential for rapid career development into management within firstPRO’s unique team model., • A team of high-performance professionals to help scale business and elevate individual results and production levels., • A company dedicated to providing unlimited financial support for internal resources (i.e. software & technology, subscriptions, client relationship spend; network groups, internal training, etc.), • The ability to service clients and earn commission on both direct hire and contract recruiting placements., • Full healthcare benefits as well as employee resources including company phone cell phone reimbursement, company zip car account, monthly contest & incentive bonuses, team building events, and more., • Dynamic, team orientated, fun, friendly, and professional work environment. Compensation • Base salary ranging from $55,000-$70,000 depending on experience, • Uncapped monthly commission ranging from 10% to 22% of personal GM including on both contract and direct hire placements., • Full benefits including additional incentives.

Our client is looking for an IT Financial Analyst to join their team on a contract, remotely. Pay: $45-52/hour Primary Duties and Responsibilities: • Manage the financial relationship between the organization and key strategic IT vendors, including SOW review and tracking, monitoring vendor adherence to financial contract terms, and reconciliation of vendor accounts., • Monitor and report on key Program Accounting initiatives, including project financial reviews., • Maintain and monitor IT Financial processes that are part of the project life cycle, including assisting with training for project managers., • Serve as an educational resource to internal and external partners, as well as business leaders, to aid in the understanding of financial results and measurement systems/metrics., • Provide financial consulting and analytical support, including budgeting and forecasting, to leadership of assigned shared service organizations., • Serve as a mentor for junior IT Financial Analysts., • Work closely with shared service leaders to understand business needs and requirements and ensure alignment of forecasts and budgets., • Prepare monthly accrual and expense re-class entries., • Audit task charge codes in Clarity to ensure proper Accounting standards are followed., • Maintain forecast of operating expense and capital expenditure., • Support the development, maintenance, and continuous improvement of the annual budgeting and ongoing forecast processes., • Assist the capital planning process for assigned organizations, including conducting research and analysis, validating business cases, creating financial models, and making recommendations., • Analyze and interpret financial data and formulate conclusions and recommendations to supported organizations to address concerns or areas of opportunity., • Report monthly actual results against budget and forecast; investigate and explain causes of variance., • Analyze trends and cost drivers and highlight risks and opportunities., • Provide financial analysis to help IT leadership understand financial results and support business decisions., • Provide analysis for monthly management reviews., • Ensure knowledge, understanding, and compliance with company policies and procedures., • Provide feedback to management concerning possible problems or areas of improvement., • Make recommendations to implement improved processes., • Bachelor's Degree or equivalent in relevant work experience. Degree in Finance or Accounting preferred., • 8+ years of FP&A experience in a large corporate environment., • Experience working in an IT environment a plus., • Experience creating budgets and forecasts, reporting, financial modeling, and financial analysis., • Experience developing and leading FP&A processes., • Advanced knowledge of accounting principles required., • High level of proficiency in Microsoft Excel and PowerPoint required., • Experience with financial systems required; SAP a plus., • Ability to work with senior management in a cross-functional environment., • Ability to work independently with minimal direction and oversight., • Must be creative and forward-thinking with high ethical standards., • Must possess sound technical skills, analytical ability, good judgment, and a strong operational focus., • Strong presentation skills., • Ability to maintain the highest level of confidentiality., • Ability to work within and meet established deadlines., • Excellent interpersonal, written, and oral communication skills., • Ability to work in a team fostered environment., • Demonstrated knowledge of database applications in the business environment., • Strong analytical and problem-solving skills to interpret and evaluate business problems and apply applications knowledge to identify appropriate solutions., • Demonstrated knowledge of project management concepts., • Strong leadership skills., • Good interpersonal skills., • Strong decision making skills., • Strong customer service skills., • Ability to communicate effectively both orally and in writing, including the ability to relate effectively with both technically and non-technically oriented individuals., • Ability to prioritize workload and consistently meet deadlines., • Strong organizational, administrative, and follow-up skills.

Accountemps - JobID: 02700-0013346491-usen [ Accountemps' industry expertise will help you find positions well-matched to your unique skill set and requirements.Above all, we want to help you find a job that makes you happy and allows you to thrive while ensuring you top pay, great benefits and free

Accounting Clerk / Remote] - Competitive Pay ($20$25 per hour) / Flexible Hours / 1099 Contractor Role / Work with Multiple Industries - As a Bookkeeper at Belay, you will: Maintain accurate financial records by recording all transactions, including purchases, sales, receipts, and payments; Utilize

Up to $23 per hour / Laptop & home office setup provided - As a Billing Specialist at Lexitas, you will: Create accurate client invoices from billing sheets; Transmit invoices electronically or by mail; Respond promptly to customer inquiries on invoices and pricing; Perform daily AP processing; Main

Davidson Hospitality Group - 21978 [Front Desk Agent / Reservations Agent] As a Night Auditor at Davidson Hospitality Group, you'll: Perform front desk duties such as guest check-ins and check-outs during the night shift; Process guest payments and maintain accurate records; Conduct night audits to

K per year / Benefits - As a Credit and Collections Specialist at ScribeAmerica, you will: Identify accounts with overdue payments; Keep records of the amount owed and the length of the delinquency; Locate debtors and contact them via phone or mail to address their overdue payments and determine the

Bookkeeper (Remote Position – Entry-Level or Experienced). We are seeking a reliable and detail-oriented Remote Bookkeeper to support daily financial tracking and record-keeping tasks.