Loan Officers

**Description**

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.

Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.

Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.

The Technology organization enables and accelerates the company’s growth strategies, delivering global capabilities and services in support of Amex’s customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights.

The Enterprise CRM Solutions (eCRMs) team was created in 2024 as part of the company’s Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The eCRMs team creates solutions for the Sales and Customer Domains via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise.

We are looking for a Senior Associate, Digital Portfolio Management to partner closely with internal eCRMs product and engineering teams, Portfolio Management teams for lines of business, and Portfolio Management operations to manage the Lean Portfolio Management (LPM) process. The role will be responsible for overall prioritization, planning, management and execution to drive the Sales Domain product vision and strategy and addressing key enterprise priorities. This role will report to the Director of Sales Portfolio Management and assist in building out the portfolio management function for eCRMs. This role will be responsible for tracking progress, delivering recommendation, and facilitating discussions with senior leadership through various governance forums.

**Responsibilities:**

+ Support LPM activities for the Sales Domain within eCRMS

+ Collaborate with Product, Engineering, Business, and Operations stakeholders to plan, manage, and execute strategic initiatives across the eCRMs portfolio

+ Provide input into portfolio-level plans, timelines, and roadmaps, ensuring alignment with broader business goals

+ Provide input into risks, dependencies, and resource constraints across projects and work with cross-functional teams to proactively mitigate

+ Contribute to executive summaries, dashboards, and presentations for senior leadership and steering committees

+ Support prioritization efforts across multiple programs and initiatives, balancing competing demands and lines of business priorities

+ Foster collaboration and transparent communication across product, engineering, and lines of business to ensure initiative success

**Qualifications** :

+ Minimum of 2 years of professional experience working across product development and engineering teams

+ Strong enterprise and customer mindset with a track record of influencing others to embrace change

+ Demonstrated ability to self-start, carve opportunities out of white space, and design and implement new processes while operating independently

+ Skilled in Agile product development methodologies, project management, and enterprise collaboration tools (Rally, JIRA, Confluence, etc.)

+ Very strong collaboration skills – ability to build strong partnerships and navigate cross functional teams to deliver on shared objectives

+ Superb presentation building skills with ability to “tell a story” in a clear and concise way to various types of audiences

+ Proven ability to juggle multiple projects in a rapidly changing environment

+ History of high performance and adaptability to adjust to shifting priorities and manage through ambiguity

+ Experience in portfolio management, program management and/or product management a plus. Due to the nature of the role, a well-rounded individual with proficiency in these areas would be deemed as the best candidate.

+ Strong enterprise thinking and customer mindset with a track record of influencing others to embrace change. A quick and decisive thinker, with natural abilities to lead and execute activities across a large team.

+ Very strong collaboration skills - ability to lead and build relationships cross-functionally to deliver on shared objectives. Proven ability to juggle multiple projects in a rapidly changing environment.

+ Excellent/sharp/concise/clear verbal and written communication skills, a must. The ability to interact effectively with diverse audience across Business and Technical teams are a must. Superb presentation building skills with ability to “tell a story” in a clear and concise way to various types of audiences.

+ Experience with Agile product development methodologies and enterprise collaboration tools. Proficiency in analytical and presentation tools a must, including Excel and PowerPoint; experience with Atlassian tools, including Clarity, Jira, Rally, and Confluence a plus.

+ Strong problem solving and critical thinking skills. Demonstrate success in reviewing data and demonstrating insights to meet complex reporting needs and interest in learning new tools and ability to experiment with new ways of demonstrating key themes from data.

+ A dedicated team-player with a passion for innovation and a demonstrated ability to evolve in a changing environment.

+ Self-starter who has exceptional problem solving and critical thinking skills, strong organizational skills with great attention to detail.

+ Proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity, and rapid change.

+ History of high performance and proven ability to adjust to shifting priorities and manage through ambiguity.

+ Ability to maintain a positive attitude and sense of humor in the face of challenges.

**Qualifications**

Salary Range: $60,000.00 to $110,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers - Click to view the “ Know Your Rights ” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster

Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

**Job:** Technology

**Primary Location:** US-New York-New York

**Other Locations:** US-Arizona-Phoenix, US-Florida-Sunrise

**Schedule** Full-time

**Req ID:** 25010692

**Description**

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.

Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.

Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.

The Technology organization enables and accelerates the company’s growth strategies, delivering global capabilities and services in support of Amex’s customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights.

The Enterprise CRM Solutions (eCRMs) team was created in 2024 as part of the company’s Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The eCRMs team creates solutions for the Sales and Customer Domains via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise.

We are looking for Senior Manager, Digital Portfolio Management to partner closely with internal eCRMs product and engineering teams, Portfolio Management teams for lines of business, and Portfolio Management operations to manage the Lean Portfolio Management (LPM) process. The role will be responsible for overall prioritization, planning, management and execution to drive the Sales Domain product vision and strategy and addressing key enterprise priorities. This role will report to the Director of Sales Portfolio Management and assist in building out the portfolio management function for eCRMs. This role will be responsible for tracking progress, delivering recommendation, and facilitating discussions with senior leadership through various governance forums.

**Responsibilities:**

+ Drive LPM activities for the Sales Domain within eCRMS.

+ Collaborate with Product, Engineering, Business, and Operations stakeholders to plan, manage, and execute strategic initiatives across the eCRMs portfolio.

+ Develop, maintain, and communicate portfolio-level plans, timelines, and roadmaps, ensuring alignment with broader business goals.

+ Identify risks, dependencies, and resource constraints across projects and work with cross-functional teams to proactively mitigate.

+ Produce executive summaries, dashboards, and presentations for senior leadership and steering committees.

+ Support prioritization efforts across multiple programs and initiatives, balancing competing demands and lines of business priorities.

+ Foster collaboration and transparent communication across product, engineering, and lines of business to ensure initiative success.

**Qualifications:**

+ Minimum of 4 years of professional experience working across product development and engineering teams.

+ Strong enterprise and customer mindset with a track record of influencing others to embrace change.

+ Demonstrated ability to self-start, carve opportunities out of white space, and design and implement new processes while operating independently.

+ Highly skilled in Agile product development methodologies, project management, and an expert in enterprise collaboration tools (Rally, JIRA, Confluence, etc.).

+ Very strong collaboration skills – ability to build strong partnerships and navigate cross functional teams to deliver on shared objectives.

+ Superb presentation building skills with ability to “tell a story” in a clear and concise way to various types of audiences.

+ Proven ability to lead and manage workstreams independently and juggle multiple projects in a rapidly changing environment.

+ History of high performance and adaptability to adjust to shifting priorities and manage through ambiguity

+ A minimum 3 years’ experience in portfolio management, program management and/or product management. Due to the nature of the role, a well-rounded individual with proficiency in these areas would be deemed as the best candidate.

+ Strong enterprise thinking and customer mindset with a track record of influencing others to embrace change. A quick and decisive thinker, with natural abilities to lead and execute activities across a large team.

+ Very strong collaboration skills - ability to lead and build relationships cross-functionally to deliver on shared objectives. Proven ability to lead and manage workstreams independently and juggle multiple projects in a rapidly changing environment.

+ Excellent/sharp/concise/clear verbal and written communication skills, a must. The ability to interact effectively with diverse audience across Business and Technical teams, and more senior audiences are a must. Superb presentation building skills with ability to “tell a story” in a clear and concise way to various types of audiences.

+ Highly skilled in Agile product development methodologies and a mastery of enterprise collaboration tools. Proficiency in analytical and presentation tools a must, including Excel and PowerPoint; experience with Atlassian tools, including Clarity, Jira, Rally, and Confluence a plus.

+ Strong problem solving and critical thinking skills. Demonstrate success in reviewing data and demonstrating insights to meet complex reporting needs and interest in learning new tools and ability to experiment with new ways of demonstrating key themes from data.

+ A dedicated team-player with a passion for innovation and a demonstrated ability to evolve in a changing environment.

+ Self-starter who can work independently, has exceptional problem solving and critical thinking skills, strong organizational skills with great attention to detail.

+ Proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity, and rapid change.

+ History of high performance and proven ability to adjust to shifting priorities and manage through ambiguity.

+ Ability to maintain a positive attitude and sense of humor in the face of challenges.

**Qualifications**

Salary Range: $90,000.00 to $165,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers - Click to view the “ Know Your Rights ” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.

**Job:** Technology

**Primary Location:** US-New York-New York

**Other Locations:** US-Arizona-Phoenix, US-Florida-Sunrise

**Schedule** Full-time

**Req ID:** 25010662

**About this role:**

Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager in our Hotel Franchise Finance (HFF) group. HFF is a national hotel lending platform focused on providing real estate financing of branded select-service and extended-stay hotels for national and regional owner operators. This is a senior level position focused on middle market commercial banking portfolio management and underwriting. Duties include: Providing transaction support for new business origination in a customer facing role. Position is focused on credit management, working with clients to understand credit needs and represent the bank in developing and maintaining client relationships. Includes analysis of financial performance of individual customers and underwriting credit products and operating exposures. This role will also have responsibility for developing strategies to create efficiencies around credit and origination data maintenance, reporting, and complying with all policies and procedures. The Portfolio Manager will work with the most complex mid-to-large corporate financing transactions including those with investment banking/capital markets components. In addition, they will work on a team in the structuring and underwriting of complex large corporate transactions, and will be involved in the credit approval process with Middle Market The Portfolio Manager will also be expected to work as a mentor to other team members. Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBanking

**In this role, you will:**

+ Lead complex initiatives including those that are cross functional, with broad impact, and act as a key participant in overseeing lending activities for a wholesale banking business and geographic market

+ Review and research complex multifaceted, large scale, and long term business challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors

+ Make decisions in complex and multifaceted situations requiring understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives

+ Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals

+ Lead projects and teams or serve as a peer mentor

**Required Qualifications:**

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

**Desired Qualifications:**

+ Hotel industry portfolio management and underwriting experience or other applicable commercial real estate portfolio management

+ Experience negotiating loan documentation and working with attorneys and loan administrators on closing real estate transactions

+ Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices

+ Comprehensive knowledge and understanding of risk management

+ Experience effectively working and communicating with customers

+ Excellent verbal, written, and interpersonal communication skills

+ Strong organizational, multi-tasking, and prioritizing skills

**Job Expectations:**

+ Ability to travel up to 20% of the time

+ This position does not support Visa Sponsorship

+ Ability to work a hybrid work schedule

+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

**Job Locations:**

+ 8601 N Scottsdale Rd - Scottsdale, AZ 85253

**Posting End Date:**

24 Jun 2025

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

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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

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

**Applicants with Disabilities**

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

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-466947

**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 (https://www.wellsfargojobs.com/en/well-life/) means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

**About this role:**

Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position until the trainee has received certification of program completion and been placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate Branch Manager (ABM) or exempt Branch Manager (BM) role. Employees who are not currently in an ABM or BM role at the time of hire will participate in the Branch Manager Readiness program.

Our Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also driving accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch.

**In this role you will:**

+ Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially

+ Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives

+ Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience

+ Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience

+ Mentor and guide talent development of direct reports and assist in hiring talent

+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

**Required Qualifications:**

+ 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 2+ years of leadership experience

**Desired Qualifications:**

+ Management experience including hiring, coaching, and developing direct reports

+ Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success

+ Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives

+ Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment

+ Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business

+ Experience building and maintaining effective relationships with customers, internal partners and within the community

+ Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers

+ Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking

+ Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention

+ Ability to interact with integrity and professionalism with customers and employees

+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

**Job Expectations:**

+ Ability to work a schedule that may include most Saturdays

+ Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location

+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

+ This position is not eligible for Visa sponsorship

**Posting Location(s):**

+ **Cortaro & Thornydale** 3755 W Cortaro Farms Rd Tucson, AZ 85742

+ **1st Ave & Tangerine** 550 E Tangerine Rd Oro Valley, AZ 85755

+ **Dove Mountain** 12140 N Dove Mountain Blvd Marana, AZ 85658

+ **Continental Ranch** 7820 N Silverbell Rd Tucson, AZ 85743

+ **Oro Valley** 10585 N Oracle Road Oro Valley, AZ 85737

**Posting End Date:**

22 Jun 2025

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

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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

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

**Applicants with Disabilities**

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

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-467175

**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 (https://www.wellsfargojobs.com/en/well-life/) means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

**About this role:**

Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position until the trainee has received certification of program completion and been placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate Branch Manager (ABM) or exempt Branch Manager (BM) role. Employees who are not currently in an ABM or BM role at the time of hire will participate in the Branch Manager Readiness program.

Our Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also driving accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch.

**In this role you will:**

+ Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially

+ Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives

+ Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience

+ Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience

+ Mentor and guide talent development of direct reports and assist in hiring talent

+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

**Required Qualifications:**

+ 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 2+ years of leadership experience

**Desired Qualifications:**

+ Management experience including hiring, coaching, and developing direct reports

+ Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success

+ Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives

+ Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment

+ Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business

+ Experience building and maintaining effective relationships with customers, internal partners and within the community

+ Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers

+ Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking

+ Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention

+ Ability to interact with integrity and professionalism with customers and employees

+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

**Job Expectations:**

+ Ability to work a schedule that may include most Saturdays

+ Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location

+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

+ This position is not eligible for Visa sponsorship

**Posting Location(s):**

+ **Cortaro & Thornydale** 3755 W Cortaro Farms Rd Tucson, AZ 85742

+ **1st Ave & Tangerine** 550 E Tangerine Rd Oro Valley, AZ 85755

+ **Dove Mountain** 12140 N Dove Mountain Blvd Marana, AZ 85658

+ **Continental Ranch** 7820 N Silverbell Rd Tucson, AZ 85743

+ **Oro Valley** 10585 N Oracle Road Oro Valley, AZ 85737

**Posting End Date:**

22 Jun 2025

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

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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

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

**Applicants with Disabilities**

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

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-467175

**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 (https://www.wellsfargojobs.com/en/well-life/) means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

**About this role:**

Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position until the trainee has received certification of program completion and been placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate Branch Manager (ABM) or exempt Branch Manager (BM) role. Employees who are not currently in an ABM or BM role at the time of hire will participate in the Branch Manager Readiness program.

Our Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also driving accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch.

**In this role you will:**

+ Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially

+ Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives

+ Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience

+ Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience

+ Mentor and guide talent development of direct reports and assist in hiring talent

+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

**Required Qualifications:**

+ 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 2+ years of leadership experience

**Desired Qualifications:**

+ Management experience including hiring, coaching, and developing direct reports

+ Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success

+ Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives

+ Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment

+ Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business

+ Experience building and maintaining effective relationships with customers, internal partners and within the community

+ Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers

+ Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking

+ Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention

+ Ability to interact with integrity and professionalism with customers and employees

+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

**Job Expectations:**

+ Ability to work a schedule that may include most Saturdays

+ Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location

+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

+ This position is not eligible for Visa sponsorship

**Posting Location(s):**

+ **Cortaro & Thornydale** 3755 W Cortaro Farms Rd Tucson, AZ 85742

+ **1st Ave & Tangerine** 550 E Tangerine Rd Oro Valley, AZ 85755

+ **Dove Mountain** 12140 N Dove Mountain Blvd Marana, AZ 85658

+ **Continental Ranch** 7820 N Silverbell Rd Tucson, AZ 85743

+ **Oro Valley** 10585 N Oracle Road Oro Valley, AZ 85737

**Posting End Date:**

22 Jun 2025

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

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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

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

**Applicants with Disabilities**

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

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-467175

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

Develops and maintains relationships with Institutional Trust & Custody clients and third-party entities by promoting and delivering a broad range of products and services with the primary focus on fostering a positive client experience. Retains and expands existing customer relationships to increase market share and profitability. Provides guidance to daily client service partners who service customers with regard to account information, questions, problems, education or other requests. Acts as an escalation point in facilitating problem resolution with specialized units and responds to customers when necessary. Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities. Works with internal business development partners as a subject matter expert and presentation participant during the sales lifecycle. Introduces clients to other business line partners when U.S. Bancorp products and services opportunities present themselves. Works with in-house law division in the review and negotiation of governing account agreements and documentation. Assists in the gathering and review of new relationship onboarding materials including requisite risk and regulatory Anti-Money Laundering (AML) and Know Your Customer (KYC) activities.

Basic Qualifications:

- Bachelor's degree, or equivalent work experience

- Seven or more years of experience in banking operations, sales, compliance/law, accounting, and/or customer service

- Three or more years of management experience

Preferred Skills/Experience

- Thorough knowledge of institutional trust administration and operations

- Considerable knowledge of institutional trust and investment instruments

- Excellent relationship management and new business development/sales skills

- Well-developed customer service/relations skills

- Strong strategic planning skills

_The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days._

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Posting may be closed earlier due to high volume of applicants.**

Description

Key Responsibilities:

+ Collect, review, and organize required documentation from loan applicants

+ Assist in verifying accuracy and completeness of loan files (income, assets, credit, title, etc.)

+ Ensure compliance with all company policies, regulatory guidelines, and investor requirements

+ Maintain communication with loan officers, underwriters, and borrowers to ensure timely processing

+ Track loan progress and follow up on outstanding conditions

+ Update loan status and documentation in the loan origination system

+ Perform data entry and document uploads as needed

+ Provide general administrative support to the mortgage processing team

Qualifications:

+ High school diploma or equivalent required; associate or bachelor’s degree in finance, business, or related field preferred

+ 0–1 year of experience in a mortgage, banking, or financial services environment (internship or office experience is a plus)

+ Strong organizational and time management skills

+ Attention to detail and accuracy

+ Effective written and verbal communication skills

+ Proficiency in Microsoft Office Suite and ability to learn loan processing systems

+ Ability to work in a fast-paced, deadline-driven environment

Requirements

ePreferred Skills (not required):

+ Familiarity with mortgage documents and terminology

+ Experience using Encompass or other loan origination systems (LOS)

+ Customer service experience

TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

**Calling all innovators – find your future at Fiserv.**

We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

**Job Title**

Director, Relationship Management

Job Description *

**What Does a Great Director, Relationship Manager Do at Fiserv?**

As a Director, Relationship Manager at Fiserv, you will play a vital role in building and maintaining strong relationships with our clients. Your expertise in relationship management and industry knowledge will enable you to deliver exceptional service and support to our clients, helping them achieve their business goals in the financial services industry. Join our team and make a significant impact on our clients' success.

**What You Will Do:**

+ Develop a deep understanding of Fiserv products, core applications, and surrounding offerings to effectively engage with prospective customers.

+ Utilize your strong technical and industry knowledge to propose comprehensive Fiserv bundles, including pan-Fiserv solutions, that address clients' specific requirements.

+ Partner with clients and various stakeholders to gather and define both technical and cross-functional requirements within proposals or solutions.

+ Achieve assigned sales quotas through contract renewals and successful cross-selling of additional Fiserv products and services to your assigned client portfolio.

+ Maintain the day-to-day operations and relationships with your assigned clients, ensuring outstanding service and resolving any issues or concerns they may have.

+ Drive client retention by actively engaging with clients, providing thorough follow-up on outstanding issues, and conducting professional and successful contract negotiations.

+ Provide support to sales initiatives by contributing to technical architecture design discussions and high-level strategic planning.

**What You Will Need to Have:**

+ Bachelor’s degree in Finance, Technology, Business Administration, or related discipline, or equivalent experience with a High School diploma.

+ Minimum of 7 years of experience in technical product management or technical sales within the banking industry.

+ Proven track record of managing and growing relationships with large and complex financial organizations.

+ In-depth knowledge of sales and negotiating techniques, coupled with strong business acumen.

+ Ability to provide technical or business guidance to clients, both internal and external, and apply that knowledge to diverse situations.

+ Excellent analytical and problem-solving skills to read, analyze, and interpret technical sales information, specifications, professional journals, technical procedures, and governmental or legal regulations.

+ Thorough understanding of business and operations in the financial industry, with a focus on delivering exceptional customer service and support.

+ Ability to Travel Required: Approximately 50-60% domestic travel.

**What Would Be Great to Have:**

+ Additional relevant training or certifications in banking or financial services.

+ Comprehensive knowledge of Fiserv core products and the integration of new clients with complex requirements.

This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._

Thank you for considering employment with Fiserv. Please:

+ Apply using your legal name

+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

**Our commitment to Equal Opportunity:**

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.

**Note to agencies:**

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

**Warning about fake job posts:**

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

**Calling all innovators – find your future at Fiserv.**

We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

**Job Title**

Director, Relationship Management

Job Description *

**What Does a Great Director, Relationship Manager Do at Fiserv?**

As a Director, Relationship Manager at Fiserv, you will play a vital role in building and maintaining strong relationships with our clients. Your expertise in relationship management and industry knowledge will enable you to deliver exceptional service and support to our clients, helping them achieve their business goals in the financial services industry. Join our team and make a significant impact on our clients' success.

**What You Will Do:**

+ Develop a deep understanding of Fiserv products, core applications, and surrounding offerings to effectively engage with prospective customers.

+ Utilize your strong technical and industry knowledge to propose comprehensive Fiserv bundles, including pan-Fiserv solutions, that address clients' specific requirements.

+ Partner with clients and various stakeholders to gather and define both technical and cross-functional requirements within proposals or solutions.

+ Achieve assigned sales quotas through contract renewals and successful cross-selling of additional Fiserv products and services to your assigned client portfolio.

+ Maintain the day-to-day operations and relationships with your assigned clients, ensuring outstanding service and resolving any issues or concerns they may have.

+ Drive client retention by actively engaging with clients, providing thorough follow-up on outstanding issues, and conducting professional and successful contract negotiations.

+ Provide support to sales initiatives by contributing to technical architecture design discussions and high-level strategic planning.

**What You Will Need to Have:**

+ Bachelor’s degree in Finance, Technology, Business Administration, or related discipline, or equivalent experience with a High School diploma.

+ Minimum of 7 years of experience in technical product management or technical sales within the banking industry.

+ Proven track record of managing and growing relationships with large and complex financial organizations.

+ In-depth knowledge of sales and negotiating techniques, coupled with strong business acumen.

+ Ability to provide technical or business guidance to clients, both internal and external, and apply that knowledge to diverse situations.

+ Excellent analytical and problem-solving skills to read, analyze, and interpret technical sales information, specifications, professional journals, technical procedures, and governmental or legal regulations.

+ Thorough understanding of business and operations in the financial industry, with a focus on delivering exceptional customer service and support.

+ Ability to Travel Required: Approximately 50-60% domestic travel.

**What Would Be Great to Have:**

+ Additional relevant training or certifications in banking or financial services.

+ Comprehensive knowledge of Fiserv core products and the integration of new clients with complex requirements.

This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._

Thank you for considering employment with Fiserv. Please:

+ Apply using your legal name

+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

**Our commitment to Equal Opportunity:**

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.

**Note to agencies:**

Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

**Warning about fake job posts:**

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.