Priority Credit Line Specialist (Private Wealth)

About this role:

Wells Fargo is seeking a Sales Enablement Associate to support the Securities Lending Specialist function in Private Wealth.

In this role, you will:

• Participate in providing one on one sales coaching within a smaller, less complex product line, single market, or business segment within Sales Enablement functional area
• Review basic or tactical issues, policies, or procedures for which answers can be quickly obtained related to lower risk deliverables with narrow impact
• Analyze performance trends, identify developmental needs and provide coaching techniques and recommendations to improve sales performance
• Receive direction from supervisor and exercise judgement within defined parameters while developing an understanding of function, policies, procedures and compliance requirements
• Provide information to managers, functional colleagues and stakeholders, including internal as well as external customers if applicable

Required Qualifications:

• 3+ years of Sales Enablement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in securities-based lending (PCL, margin facility, legacy PCL offering, etc), deposits, and sales enablement
• Open to be exposed in a client services environment
• Relevant exposure in supporting stakeholders/ senior management
• Amenable to observe a night shift schedule and observe a 100% onsite work set-up (Five NEO, Taguig)

Job Expectations:

• The role will interface with Financial Advisors and is an extension of the onshore team.
• The successful hire will help address transactions from internal groups that may include inquiries related to but are not limited to bank priority credit line, portfolio monitoring, mortgage credit cards, securities, account opening, regulatory and licensing, liquidity

Posting End Date:
9 Jan 2025
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

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

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