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Business, Entrepreneurialism, and Management

Loan Officers

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

Salary Breakdown

Loan Officers

Average

$62,730

ANNUAL

$30.16

HOURLY

Entry Level

$29,050

ANNUAL

$13.97

HOURLY

Mid Level

$52,530

ANNUAL

$25.26

HOURLY

Expert Level

$101,380

ANNUAL

$48.74

HOURLY


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Loan Officers

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Loan Officers

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Current Available Jobs

16,730

Projected job openings through 2032


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Loan Officers


Knowledge, Skills & Abilities

Loan Officers

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

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Speaking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Near Vision

ABILITY

Written Expression


Job Opportunities

Loan Officers

  • Mortgage Loan Originator-Bilingual Preferred
    D.R. Horton, Inc.    Chandler, AZ 85286
     Posted about 24 hours    

    *D.R. Horton, Inc., the largest homebuilder in the U.S.*, was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and title subsidiaries. Please visit our website atwww.drhorton.comfor more information.

    D.R. Horton, Inc. is currently looking for a*_Mortgage Loan Originator_*for their Financial Services Branch. The right candidate will promote and provide business development, origination of loans, relationship management with customers and clients.

    *Essential Duties and Responsibilities*
    * Interview mortgage applicants to understand and educate them on their financing options available. Understand the loan applicant’s goals in order to advise and review potential loan programs that would best suit their needs and stated goals
    * Be accessible to the buyer and individuals involved in a loan to answer questions and/or provide updates
    * Maintain reports and notes within the origination software and customer relationship management systems
    * Review new leads daily and contact them to earn their business
    * Daily Pipeline Management (loan application to funding process) to ensure that the loan process goes smoothly for all parties involved
    * Make presentations on loan products in sales meetings and with Sales staff in builder communities
    * Quickly respond to Operations in order to facilitate an efficient loan process
    * Provide necessary disclosures to a loan applicant within a timely manner in accordance with regulations
    * Conduct all business in a professional and ethical manner to serve customers and increase the goodwill and profit of the company
    * Able to work overtime
    * Able to travel overnight
    * Market the company’s products and services accurately and effectively to potential business sources
    * Develop sales leads for mortgages in builder communities and real estate offices
    * Provide weekend coverage in builder communities and grand opening functions
    * Review all documentation provided by borrower, check for accuracy, and address any discrepancies
    * Be familiar and comply with all company QC policies, review updates to the manual, and attend meetings as necessary
    * Provide input to management, and attend production/staff meetings
    * Infrequently, assist in resolving post-closing/funding problems
    * Attend loan closings when possible

    *Education and/or Experience*
    * Bachelor's degree from four-year college or university
    * One to two years of related experience and/or training
    * Must have a vehicle and a valid driver’s license
    * Licensed Mortgage Loan Originator as required by state
    * Possess general mortgage banking understanding (including but not limited to: lock procedures, program analysis, underwriting guidelines, and regulatory timelines)
    * Ability to apply common sense understanding to carry out instructions furnished in written oral form or via DRH applications
    * Proficiency with MS Office and email
    * Ability to sit for majority of 8-hour workday; use hands to finger, handle or feel; reach with hands and arms; talk and hear. Specific vision abilities required by this job include close vision and peripheral vision
    * The noise level is generally moderate

    *Preferred Qualifications*
    * Strong written and oral communication skills
    * Ability to accurately and efficiently process and record a large volume of data
    * Ability to act as a team player and be willing to accept constructive criticism
    * Bilingual preferred

    Come join a winning team with a Fortune 500 company! We are growing fast and are looking for enthusiastic attitudes and team players to join our success. We offer an excellent benefits package including:

    * Medical, Vision and Dental
    * 401(K)
    * Employee Stock Purchase Plan
    * Flex Spending Accounts
    * Life Insurance
    * Vacation, Sick, Personal Time and Company Holidays

    */Build YOUR future with D.R. Horton, America’s Builder. #WeBuildPeople2/*

    Followus on social media @hortoncareers for an inside look at our company and connect with us on LinkedIn for up to date job listings!

    LinkedIn, Twitter, Facebook, Instagram

    **Job:** **Financial Services*

    **Organization:** **Mortgage*

    **Title:** *Mortgage Loan Originator-Bilingual Preferred*

    **Location:** *Arizona-Chandler*

    **Requisition ID:** *2502286*


    Employment Type

    Full Time

  • Portfolio Management Officer II/III-Asset Based Finance
    Bank of America    Scottsdale, AZ 85258
     Posted about 24 hours    

    Portfolio Management Officer II/III-Asset Based Finance

    Charlotte, North Carolina;Naples, Florida; Seattle, Washington; Scottsdale, Arizona; Atlanta, Georgia; Dallas, Texas; Boston, Massachusetts; Greensboro, North Carolina; Jacksonville, Florida

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

    Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

    Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

    At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

    **Job Description:**

    The PMO is responsible for underwriting and structuring of straightforward credit transactions (existing and new clients) with a high level of independence. The PMO is also involved in structuring and underwriting of complex credit transactions with coaching from the Credit Products Officer (CPO)/Credit Products Manager (CPM).

    The PMO approves credit transactions without CPO coverage under credit approval grid but with a high level of support from the CPO/CPM. The PMO also participates in the internal credit approval process led by client manager (straight forward transactions) and/or CPO (complex credits) and partners with the client manager/CPO in preparation of Term Sheets.

    The PMO leads documentation and closing for straightforward credit transactions without CPO coverage and has an active role with the CPO in documentation and closing for complex transactions. Provides ongoing management and primary accountability for all monitoring and maintenance activities on an assigned portfolio, including straight forward and complex client relationships.

    The PMOs have primary accountability for all monitoring and maintenance activities on an assigned client base and (e.g. Financial Analysis Summary (FAS)/Annual Exposure Review (AER), Risk Rating Scorecards, CPT web, etc). They monitor clients operating performance and financial condition to proactively identify issues and opportunities.

    They deliver financial, industry, economic and other analysis to facilitate decision making, while also ensuring adherence to credit policies, guidelines, and applicable regulatory requirements. They report to the Credit Products Manager (CPM) and partner closely with CPOs, PMO I and Credit Products Analysts (CPA).

    **Responsibilities:**

    + Underwriting and structuring credit transactions

    + Assist with preparation of Term Sheets

    + Participates in closings

    + Portfolio monitoring and maintenance

    **Required Qualifications:**

    + 5+ years of solid experience in commercial credit underwriting, financial analysis and commercial loan portfolio management

    + 5+ years of financial accounting, financial modeling or loan structuring

    + Commercial credit training in commercial bank or captive finance company

    + Proficiency in Microsoft Office, with emphasis on Excel competency

    **Desired Qualifications:**

    + BS/BA Degree with Accounting or Finance Concentration

    + Commercial Credit Underwriting for Auto and RV dealers in a Bank or Captive Finance environment

    + Familiarity with Auto and RV Floor Plan product

    **Skills:**

    + Analytical Thinking

    + Attention to Detail

    + Collaboration

    + Credit Documentation Requirements

    + Underwriting

    + Collateral Management

    + Decision Making

    + Financial Analysis

    + Prioritization

    + Problem Solving

    + Business Acumen

    + Loan Structuring

    + Negotiation

    + Portfolio Management

    + Written Communications

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

    View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.


    Employment Type

    Full Time

  • Assistant Branch Manager Queen Creek
    First Credit Union    Queen Creek, AZ 85142
     Posted 1 day    

    AZ CENTRAL TOP COMPANIES TO WORK FOR IN ARIZONA 2020, 2021, 2022, 2023, 2024!

    Do you have a passion for helping others? Do you enjoy making a difference? Do you want to work with awesome co-workers? If you answered yes we might be a good fit for you!

    We are proud of our history! Since 1929, we have been dedicated to delivering quality products and services that help our members achieve financial success. We've been committed to helping people do cool things like establish credit, finance their first car and even learn how to balance a checkbook for a really long time well, since 1929 anyway. How cool is that? Were proud that we are Arizona's FIRST credit union and were still as dedicated to delivering quality products and services to our members now as we were back then. Our commitment to creating a People Helping People culture is as strong as ever.

    We are looking for people who enjoy helping others, building relationships, crave a culture of mutual support and want to strengthen our team with their unique qualities. Become part of the First Credit Union team by applying for our Assistant Manager opportunity.

    Summary/Objective
    Responsible for assisting Branch Manager in guiding the branch staff by providing quality service to members, through sales and service of products with the expectation of meeting or exceeding branch and individual goals. This person requires an ability to communicate effectively with prospective and established members while representing the credit union in a positive manner that supports our FIRST values.

    Essential Functions
    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Thorough knowledge of Credit Union products and services.
    Assist Branch Manager in maintaining a highly motivated, well-trained team while promoting strong employee relations.
    Provide leadership, guidance and training while assisting with problem solving efforts, including but not limited to, assessing situations and making judgment calls, member related issues, member engagement/service experience, out of balance conditions, ensuring compliance with CU policy and all State/Federal regulations.
    Monitor service quality for members and ensure employees are effectively maximizing cross-selling opportunities. Provide education on and refer beneficial products/services.
    Conduct monthly one-on-one coaching sessions with all team members, providing feedback to ensure they meet expectations, and are on target to meet assigned goals.
    Represent and promote the Credit Union professionally and positively within the community (SEG visits, Chamber networking, community events).
    Assist in managing the security and safety of the branch, by upholding security and safety policies and procedures. Educate/notify staff regarding practices and/or changes to such policy/procedure.
    Ensure compliance, accuracy with all internal controls in alignment of established policies and procedures.
    Ability to handle confidential/sensitive information in a professional manner.
    Assist with coordinating and communicating performance related matters in partnership with HR.
    Open and close assigned branch location and oversee the daily operations of the branch in the absence and in partnership with Branch Manager (as assigned).
    Effectively communicate changes, issues, questions, and updates among staff, manager, and solutions teams.
    Ensure timely follow-up and follow-thru of work and communication between branch and solution teams.
    Maintain professional and technical knowledge by participating in training programs, educational workshops, reviewing professional publications/podcasts including all CU annual assigned trainings.
    Experience in maintaining compliance with all governing regulations, particularly the Bank Secrecy Act, which involves handling Currency Transaction Reports and appropriately monitoring and reporting any suspected suspicious activities. Additionally, well-versed in the requirements set by the Office of Foreign Assets Control (OFAC).
    Competencies

    Outstanding customer service orientation.
    Strong numeric ability.
    Accuracy and attention to detail.
    Computer proficiency.
    Stress management/composure.
    Good listening and communication skills.
    Honesty and integrity.
    Teamwork.
    Leadership and supervisory skills.
    Supervisory Responsibility
    This position is responsible for supervising branch staff, coaching as assigned by Branch Manager.

    Work Environment
    This job operates in a branch setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, cash recyclers, ATM, Instant Issue and machines. Physical presence in the branch setting is required.

    Physical Demands
    This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping, or standing as necessary.

    Position Type/Expected Hours of Work
    Ability to work flexible schedule Monday through Friday.

    Travel
    Periodic travel to other FCU locations may be required.

    Qualifications
    Required Education and Experience

    High school diploma or equivalent. College graduate highly desirable.
    Three years related experience and/or training; or equivalent combination of education and experience.
    Preferred Education and Experience

    Previous cash handling experience.
    Previous experience with a credit union is highly desirable.
    Additional Eligibility Qualifications

    Multi-lingual capabilities to include Spanish are a plus.
    Other Duties
    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.


    Seniority Level

    Some work experience (up to 5 years, non-manager)

    Field of Interest

    Financial Services

    Employment Type

    Full Time

  • Branch Manager-Chandler
    First Credit Union    Chandler, AZ 85248
     Posted 1 day    

    Summary/Objective
    Responsible for all aspects of day-to-day operations of the branch. This includes providing exceptional leadership, communication, team development, and member service. As the leader of the branch, it is important to initiate and coach staff towards strategic goals and ensure that they align with our FIRST Values. Maintain high standards and provide exceptional service to our members.

    Essential Functions
    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    1. Leadership responsibility for all aspects of day-to-day branch operations.
    2. Maintain communications between the branch and management by preparing daily, weekly, and monthly reports regarding branch operations and productivity.
    3. Provide leadership, guidance and training while assisting with problem solving efforts, including but not limited to, assessing situations and making judgment calls, member related issues, member engagement/service experience, out of balance conditions, ensuring compliance with CU policy and all State/Federal regulations.
    4. Coach staff to fulfill annual business plan goals.
    5. Conduct monthly one-on-one coaching sessions with all team members, providing feedback to ensure they meet expectations, and are on target to meet assigned goals.
    6. Maintain knowledge of the Credit Unions’ products and services to efficiently train and motivate staff to cultivate strong member relationships through cross sales.
    7. Schedule, supervise, and motivate branch staff to maintain optimal member service satisfaction levels.
    8. Represent and promote the Credit Union professionally and positively within the community (SEG visits, Chamber networking, community events).
    9. Ensure oversight of audit procedures to maintain adherence with controls, and promptly notify the Director of Branch & Member Experience, Operations of any identified weaknesses.
    10. Monitor branch activity, including number of transactions, loan volume, sales volume, & overall branch performance to ensure the team is maximizing opportunities to enhance member engagement with products & services.
    11. Holds responsibility for quality assurance/compliance of all branch records including review of all new membership applications. Deviances from procedure will be documented and reviewed with staff.
    12. Provide consistent communication, follow-up and follow-thru with team members, solutions teams and management.
    13. Promotes process improvements that enable optimal member experiences (simple and easy to do business with).
    14. Evaluate individual staff performance by preparing and presenting annual reviews and conducting/logging consistent coaching sessions.
    15. Coordinate and communicate performance related matters timely in partnership with HR.
    16. Uphold the security and safety of the branch, by analyzing security and safety policies and procedures. Notify staff of any changes.
    17. Ability to handle confidential/sensitive information in a professional manner.
    18. Formulate recommendations and provide feedback to management regarding operational policies and procedures.
    19. Ensure compliance with all internal controls and established policies and procedures.
    20. Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
    Competencies
    1. Outstanding customer service orientation.
    2. Strong numeric ability.
    3. Accuracy and attention to detail.
    4. Computer proficiency.
    5. Stress management/composure.
    6. Good listening and communication skills.
    7. Honesty and integrity.
    8. Teamwork.
    9. Leadership and supervisory skills.
    Supervisory Responsibility
    This position has supervisory responsibilities.
    Work Environment
    This job operates in a branch setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Physical presence in the branch setting is required.
    Physical Demands
    This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping, or standing as necessary.
    Position Type/Expected Hours of Work
    Ability to work flexible schedule Monday through Friday.
    Travel
    Periodic travel to other FCU locations may be required.
    Required Education and Experience
    1. High school diploma or equivalent. College graduate highly desirable.
    2. Three years related experience and/or training; or equivalent combination of education and experience.
    Preferred Education and Experience
    1. Previous cash handling experience.
    2. Previous experience with a credit union highly desirable.
    Additional Eligibility Qualifications
    1. Multi-lingual capabilities to include Spanish are a plus.
    Other Duties
    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities, and activities may change at any time with or without notice.


    Seniority Level

    Manager

    Field of Interest

    Financial Services

    Employment Type

    Full Time

  • VP, Branch Manager
    Enterprise Bank & Trust    Scottsdale, AZ 85258
     Posted 2 days    

    **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.**

    **With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.**

    **Together, there’s no stopping you!**

    **Job Title:**

    VP, Branch Manager

    **Job Description:**

    **Summary:**

    Responsible for the day-to-day operational management of a branch location as well as the front-end sales management. Supervises the activities of branch associates including resolving escalated concerns, hiring, scheduling, performance evaluations, discipline and recommending development opportunities. Provides leadership and guidance to ensure compliance with bank policies. Ensures that customer service is provided, including opening accounts, providing customers with information, and resolving client concerns.

    **Essential Duties and Responsibilities:**

    + Direct supervision of day-to-day operation of the branch and associates

    + Direct activities of branch associates to ensure complete and efficient customer service.

    + Implement company policy pertaining to the cashing of checks and withdrawal of funds from accounts and safe deposit activities.

    + Responsible for managing and maintaining compliance with branch operations, including training branch associates on changes to policy and procedure.

    + Acts autonomously when making decisions and client escalations, requires guidance on more complex judgements

    + Actively develops and cross trains team to ensure tools for success, prepares associates for career development and promotional opportunities

    + Oversees the recruitment and training processes for branch staff

    + Partners with other departments to support branch operations and compliance.

    + Responsible for overall operation and maintenance of bank building, premises and facilities.

    + Participates in business development activities.

    + Reviews, recommends, implements and oversees all policies and procedures related to the internal and external integrity of the bank security systems and devices.

    + Other duties as assigned.

    **Qualifications:**

    + Excellent leadership, interpersonal, customer service and strong organizational skills with a high degree of accuracy.

    + Sales management skills in order to successfully coach associates to meet branch goals.

    + Sales and marketing orientation with emphasis on cross-selling bank services.

    + Thorough knowledge of bank operations, policies, procedures, compliance, and banking regulations.

    + Team oriented, possesses a positive attitude and works well with others.

    + Strong oral and written communication skills

    + Strong knowledge of all various types of products offered at the bank.

    + Excellent problem solving skills

    **Supervisory Responsibilities:**

    + Supervision of Branch Associates

    **Education and/or Experience:**

    + Bachelor’s degree in business related field or equivalent experience: or equivalent combination of education and experience

    + Minimum of five years banking experience required

    + Experience working in an environment with individual and team goals

    + Previous supervisory experience required

    **Computer and Software Skills:**

    + Skilled in operation of a personal computer, including Microsoft Word and Excel.

    + Google Suite (Google Suite (Gmail, Calendar, Google Docs and Google Sheets)

    + Workday

    + IBS

    + Salesforce

    **Certificates, Licenses and Registrations:**

    + Notary license where applicable

    **_Equal Opportunity Statement:_**

    Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com .

    Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE (https://wvw.enterprisebank.com/workplace\_posters\_2025) .


    Employment Type

    Full Time

  • VP, Relationship Manager
    Enterprise Bank & Trust    Phoenix, AZ 85067
     Posted 4 days    

    **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.**

    **With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.**

    **Together, there’s no stopping you!**

    **Job Title:**

    VP, Relationship Manager

    **Job Description:**

    **Summary:**

    Develop and manage new commercial loan accounts and client relationships while enhancing existing customer relationships. To achieve this, it is expected that the role be proactive in providing financial solutions to both existing and prospective clients. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.

    **Essential Duties and Responsibilities:**

    + Frequently represents the bank in the business community; actively develops relationships with business owners, C-level execs, COIs, etc. and builds a network of prospective bank customers to drive deal flow.

    + Builds and maintains a list of at least 15 targeted prospect profiles; strategizes and executes a call plan to meet individual and team sales objectives for the bank’s various business lines.

    + Manages and services commercial relationships by interviewing applicants and obtaining pertinent financial data.

    + Evaluates pertinent financial information and determines whether a credit is an acceptable risk.

    + Approves loans within assigned lending authority, and company policies and procedures.

    + Recommends credits outside lending authority to the next level or presents to Loan Committee in accordance with established procedures.

    + Ongoing monitoring of existing loans for conformity to terms and conditions.

    + Actively participates with and assists senior lending officers on larger, more complex credits.

    + Monitors market conditions, observing competitor impact and makes recommendations to maintain competitive and profitable product line.

    + Develop and maintain comprehensive knowledge of all commercial products including loans, cash management, trade service products and deposits to facilitate cross-selling and enhance the client experience.

    + Analyze financial statements and related information.

    **Qualifications:**

    + Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for mid-sized developers and investors.

    + Minimum of 5-7 years of Commercial Lending experience preferred.

    + Must have excellent communication, presentation and tactful interpersonal skills.

    + Superb people skills to work within a team environment and successfully develop and retain client relationships.

    + Proven ability to cross-sell other banking products, including loans, deposits and treasury management.

    + Self-motivated to work independently and take ownership.

    + Effective time management and organizational skills are required.

    + Must be attentive to detail and accurate when analyzing financial statements and presenting a credit package for formal approval.

    + This position requires the use of sound business discretion, good judgment, and excellent problem solving skills.

    + Basic knowledge of personal computer hardware and software skills including MS Word and Excel.

    + Strong working knowledge of regulations, compliance standards, market trends and products relating to the banking industry.

    + Superior analytical and decision making skills based on a thoughtful assessment of risk.

    **Supervisory Responsibilities:**

    + None

    **Education and/or Experience:**

    + Bachelor’s degree in Finance or Business.

    + Minimum five to seven years related experience and training in commercial banking.

    **Computer and Software Skills:**

    + Word

    + Excel

    + Bankway

    + Salesforce

    + Google Mail

    + LinkedIn

    **Certificates, Licenses and Registrations:**

    + None

    **_Equal Opportunity Statement:_**

    Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com .

    Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE (https://wvw.enterprisebank.com/workplace\_posters\_2025) .


    Employment Type

    Full Time

  • ICG Relationship Manager - Nonprofit Healthcare
    U.S. Bank    Scottsdale, AZ 85258
     Posted 5 days    

    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**

    U.S Bank’s Institutional Client Group (ICG) cultivates clients’ trust through customized service and access to the bank’s resources and expertise. This One U.S. Bank approach helps companies meet their business needs through expertise in capital markets, credit, payables and receivables, liquidity and investments. The team also provides access to other financial products and services, available throughout U.S. Bank, that can help middle market and corporate companies work toward their financial and operational goals.

    ICG is looking for an experienced Relationship Manager in our Nonprofit Healthcare space working with clients with revenue greater than $1 billion. This client-oriented individual will handle and grow a complex portfolio of loans, prospect for and close new business relationships as well as retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The Relationship Manager’s primary focus involves expanding and servicing a variety of large and highly complex customer relationships, taking a leadership role in all aspects of client relationship management, including dedication to customers, quality, accountability, loan and deposit growth, and fee income growth.

    Basic Qualifications

    - Bachelor's or Master's degree in finance, accounting or other related field

    - Typically 10 or more years of banking experience

    Preferred Skills/Experience

    - Considerable knowledge and experience in managing and growing a large portfolio of corporate clients

    - Demonstrated experience in building relationships and credibility with internal stakeholders (portfolio management/credit risk management/product partners)

    - Strong knowledge of bank loan market (i.e., terms, pricing) and comfort with credit underwriting

    - Experience with traditional bank operating products (treasury management, corporate card/payables, capital markets, trust and custody)

    - Excellent verbal and written communication skills

    - Well-developed analytical, decision-making and problem-solving skills

    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: $159,970.00 - $188,200.00 - $207,020.00

    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.**


    Employment Type

    Full Time

  • Bilingual Spanish Branch Manager
    PNC    Phoenix, AZ 85067
     Posted 5 days    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Branch Manager within PNC's Retail organization, you will be based in Phoenix, AZ. Bilingual Spanish required.

    **Job Description**

    + Responsible for leading all aspects of branch performance. Drives revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy in an omni channel environment. Collaborates with a broad range of eco-system partners. Accountable for risk management and compliance . Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members.

    + Utilizes a branded sales process to achieve sales targets and customer loyalty. Grows branch revenue through the acquisition and share-of-wallet growth of consumer and business households and through collaboration with eco-system partners. Drives business banking results primarily through business development and community involvement activities. Coaches to consultative selling to drive results and enable customer financial well-being. Has foundational understanding of balance sheet and income statement.

    + Manages and coaches to the delivery of a differentiated client experience. Coaches team to confidently engage with customers in technology enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making banking easy for customers. Connects all of PNC, delivering a seamless customer experience in an omni channel environment.

    + Drives the employee experience. Responsible for acquiring and retaining talent through effective onboarding, coaching and development. Makes talent development a priority for all branch team members . Ensures employees achieve performance and activity expectations through effective and ongoing performance management. Models PNC values by cultivating and supporting an inclusive workplace.

    + Manages operational, human capital, reputational and business risk. Exercises leadership, authority and sound decision making to mitigate sales practice risk. Ensures compliance with regulatory guidelines and adherence to established policies and procedures.

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

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

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

    PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:

    + **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.

    + **Live the Values** - Role models our values with transparency and courage.

    + **Enable Change** - Takes action to drive change and innovation that will transform our business.

    + **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.

    + **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.

    + To learn more about this and other opportunities on our team.Watch this video. (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/Retail\_Banking.mp4)

    **Qualifications**

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

    **Preferred Skills**

    Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People Management, Proactive Approach, Results-Oriented

    **Competencies**

    Branch Banking Services, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management

    **Work Experience**

    Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Certifications**

    No Required Certification(s)

    **Licenses**

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

    **Benefits**

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

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

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

    **Disability Accommodations Statement**

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

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

    **Equal Employment Opportunity (EEO)**

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

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

    **California Residents**

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


    Employment Type

    Full Time

  • Branch Manager Mesa Chandler Scottsdale Phoenix Area
    Wells Fargo    GILBERT, AZ 85295
     Posted 6 days    

    **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

    + Relocation assistance may be available for this position (remove if not needed - optional for remote marketbranches only)

    + 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 Locations:

    5151 N 44th Street Phoenix, AZ

    4402 E Thomas Road Phoenix, AZ

    6770 E. Camelback Rd Scottsdale, AZ

    8991 E. Mountain View Rd Scottsdale, AZ

    305 E. Main Street Mesa, AZ

    64 E. Broadway Rd. # 100 Tempe, AZ

    1333 S. Alma School Rd Mesa, AZ

    8675 N. Scottsdale Road Scottsdale, AZ

    6015 N. Scottsdale Road Scottsdale, AZ

    5120 S. Lakeshore Dr Tempe, AZ

    1530 N. Scottsdale Road Scottsdale, AZ

    10651 S. 51st Street Phoenix, AZ

    1004 W. Chandler Blvd Chandler, AZ

    3495 W. Chandler Blvd Chandler, AZ

    15825 S. Desert Foothills Pkwy Phoenix, AZ

    1960 W. Ray Rd. # 7 Chandler, AZ

    700 N. Gilbert Rd Gilbert, AZ

    4823 E. Ray Rd Phoenix, AZ

    3222 E. Ray Rd Gilbert, AZ

    8670 S. McClintock Dr Tempe, AZ

    1100 W. Queen Creek Rd Chandler, AZ

    925 E. Ocotillo Rd Chandler, AZ

    1090 E. Ray Rd Chandler, AZ

    1495 E. Warner Rd Gilbert, AZ

    231 S. Phelps Drive Apache Junction, AZ

    2891 W. Apache Trail Apache Junction, AZ

    2112 S. Ellsworth Road Mesa, AZ

    5341 S. Superstition Mtn Gold Canyon, AZ

    4525 E. McKellips Road Mesa, AZ

    1256 E. McKellips Road Mesa, AZ

    2410 S. Power Road Mesa, AZ

    121 S. Power Road Mesa, AZ

    2655 N. Power Road Mesa, AZ

    1860 E. University Drive Mesa, AZ

    12140 N. Dove Mountain Blvd Marana, AZ

    2975 E. Ocotillo Rd. # 8 Chandler, AZ

    1731 W. Hunt Hwy Queen Creek, AZ

    3273 N. Hunt Hwy Florence, AZ

    8196 S. Power Rd Gilbert, AZ

    10325 E. Riggs Rd Sun Lakes, AZ

    **Posting End Date:**

    23 May 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-460367


    Employment Type

    Full Time

  • Branch Manager Mesa Chandler Scottsdale Phoenix Area
    Wells Fargo    PHOENIX, AZ 85067
     Posted 6 days    

    **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

    + Relocation assistance may be available for this position (remove if not needed - optional for remote marketbranches only)

    + 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 Locations:

    5151 N 44th Street Phoenix, AZ

    4402 E Thomas Road Phoenix, AZ

    6770 E. Camelback Rd Scottsdale, AZ

    8991 E. Mountain View Rd Scottsdale, AZ

    305 E. Main Street Mesa, AZ

    64 E. Broadway Rd. # 100 Tempe, AZ

    1333 S. Alma School Rd Mesa, AZ

    8675 N. Scottsdale Road Scottsdale, AZ

    6015 N. Scottsdale Road Scottsdale, AZ

    5120 S. Lakeshore Dr Tempe, AZ

    1530 N. Scottsdale Road Scottsdale, AZ

    10651 S. 51st Street Phoenix, AZ

    1004 W. Chandler Blvd Chandler, AZ

    3495 W. Chandler Blvd Chandler, AZ

    15825 S. Desert Foothills Pkwy Phoenix, AZ

    1960 W. Ray Rd. # 7 Chandler, AZ

    700 N. Gilbert Rd Gilbert, AZ

    4823 E. Ray Rd Phoenix, AZ

    3222 E. Ray Rd Gilbert, AZ

    8670 S. McClintock Dr Tempe, AZ

    1100 W. Queen Creek Rd Chandler, AZ

    925 E. Ocotillo Rd Chandler, AZ

    1090 E. Ray Rd Chandler, AZ

    1495 E. Warner Rd Gilbert, AZ

    231 S. Phelps Drive Apache Junction, AZ

    2891 W. Apache Trail Apache Junction, AZ

    2112 S. Ellsworth Road Mesa, AZ

    5341 S. Superstition Mtn Gold Canyon, AZ

    4525 E. McKellips Road Mesa, AZ

    1256 E. McKellips Road Mesa, AZ

    2410 S. Power Road Mesa, AZ

    121 S. Power Road Mesa, AZ

    2655 N. Power Road Mesa, AZ

    1860 E. University Drive Mesa, AZ

    12140 N. Dove Mountain Blvd Marana, AZ

    2975 E. Ocotillo Rd. # 8 Chandler, AZ

    1731 W. Hunt Hwy Queen Creek, AZ

    3273 N. Hunt Hwy Florence, AZ

    8196 S. Power Rd Gilbert, AZ

    10325 E. Riggs Rd Sun Lakes, AZ

    **Posting End Date:**

    23 May 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-460367


    Employment Type

    Full Time


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