Mortgage Consumer Direct Sales Consultant Job at Wells Fargo (West Des Moines)

Mortgage Consumer Direct Sales Consultant

Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support ou...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

Requirements

2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services
Interact with customers to understand their needs and provide them with high quality customer service
inform prospective and existing customers of Wells Fargo Home Mortgage programs
analyze and offer mortgage loan products based on the client's needs
Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates
Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process
Maintain high standard of client satisfaction by ensuring timely and proactive customer communication
Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation

Fulltime

New

Associate Wealth Banking Specialist (SAFE)

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking,...

Location

United States , Deerfield

Salary:

66000.00 - 100000.00 USD / Year

Wells Fargo

Expiration Date

June 16, 2026

Requirements

6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

New

Wealth Relationship Manager

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned profes...

Location

United States , West Hollywood; Palm Springs

Salary:

83920.00 - 125880.00 USD / Year

Citi

Expiration Date

June 08, 2026

Requirements

5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Knowledge of Microsoft Office (Excel, Outlook, and Word)
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
Insurance Group 1 required

Job Responsibility

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

What we offer

Discretionary and formulaic incentive and retention awards
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

New

Wealth Relationship Manager

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned profes...

Location

United States , Yorktown Heights

Salary:

88400.00 - 132600.00 USD / Year

Citi

Expiration Date

June 08, 2026

Requirements

5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
Insurance Group 1 required

Job Responsibility

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Wealth Relationship Manager

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned profes...

Location

United States , Boca Raton; Palm Beach Gardens; Coral Gables; North Miami Beach; Fort Lauderdale; Key Biscayne; Miami

Salary:

72880.00 - 109320.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
Insurance Group 1 required

Job Responsibility

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

New

Kitchen & Bathroom Design/Sales Consultant

If you’re passionate about providing a great customer experience join us as a Ki...

Location

United Kingdom , Bristol

Salary:

Not provided

Wickes

Expiration Date

Until further notice

Requirements

Customer-focused
Sales driven and results-minded
Creative and practical
Calm and confident
Organised and proactive
Industry savvy
Some experience of using design tools is desirable
Working knowledge of similar tools such AutoCAD or Photoshop would be an advantage
Valid UK driving licence and access to a vehicle

Job Responsibility

Deliver our full Wickes customer journey
Turn prospects into customers finding the best solutions for our customers' space and budget
Create inspiring designs using our design tools, presenting and refining ideas in collaboration with customers
Look after your showroom maintaining displays and keeping up our high standards
Stay organised and proactive keeping our customers updated and always communicating progress clearly
Stay compliant with all company policies and regulations including finance, GDPR, and health & safety

What we offer

Competitive salary plus uncapped commission
Guaranteed commission during your training period
Comprehensive 7-week training programme
Dedicated mentor support for your first 9 months
Competitive colleagues benefits
Flexible working options
Up to 35 days of annual leave including Bank Holidays
Defined Contribution Pension Scheme up to 10% dependent on length of service
20% colleague discount
Save-as-you-earn and cashback health schemes

Parttime

New

Accounts Payable Team Lead

We are looking for an experienced Accounts Payable Team Lead to oversee daily pa...

Location

United States , Charlotte

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in accounting, finance, or a related field
2+ years of experience leading or supervising accounts payable operations
Strong knowledge of invoice coding, payment processing, check runs, and ACH transactions
Solid understanding of GAAP and standard accounting controls related to payables
Proficiency with Sage Intacct is REQUIRED

Job Responsibility

Lead day-to-day accounts payable activities, ensuring invoices are reviewed, coded, and processed accurately and on schedule
Supervise and support AP staff by assigning work, answering questions, and promoting consistent performance across the team
Manage payment cycles, including check disbursements and ACH transactions, while maintaining proper documentation and approvals
Review invoice coding and expense allocations to confirm alignment with company policies and general accounting principles
Monitor vendor accounts, resolve payment discrepancies, and respond to inquiries in a prompt and timely manner
Maintain accurate records within Sage Intacct and help strengthen workflows that improve efficiency and control
Partner with internal departments to address invoice issues, streamline approvals, and support month-end close activities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

New

Assistant Manager

Our Store Assistant Managers are at the heart of our stores. This is a fast-pace...

Location

United Kingdom , Staines-upon-Thames

Salary:

34000.00 GBP / Year

Wickes

Expiration Date

Until further notice

Requirements

Experience in a customer-facing environment
Ability to lead and motivate a team
Being organised, adaptable and solutions-focused
Strong communication and people skills
Takes pride in delivering a great customer experience
Experience in retail, trade, or a similar environment
A full UK driving licence and flexibility to support nearby stores when needed

Job Responsibility

Leading the store in the Store Manager's absence
Driving performance through sales and strong service
Inspiring and supporting colleagues to deliver great customer service
Keeping the store safe, legal and operationally strong
Managing day-to-day operations
Helping customers find what they need
Supporting larger home projects from design to installation
Delivering great service through our sales teams
Making sure orders are fulfilled smoothly

What we offer

Up to 7.5% annual bonus + up to £300 per month gainshare bonus
6% pension contribution matched
Up to 35 days' holiday including bank holidays
20% colleague discount
Save-as-you-earn scheme
Life assurance
Access to Digital GP and wellbeing support
Discounts and cashback across a wide range of retailers

Fulltime

Select Country

Mortgage Consumer Direct Sales Consultant

Job Description

Job Responsibility

Requirements

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