Customer Resolution Representative jobs at Wells Fargo in India, Bengaluru

In this role, you will:

• Support a variety of operational tasks for simple or routine securities
• Identify ways to improve the overall process
• Perform routine duties such as processing, reconciling transaction and research inquires
• Regularly receive direction from supervisor and escalate issues to more experienced roles
• Review less complex documents
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 6+ months of Security Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
• Support securities operations
• Identify ways to improve the overall process
• Perform moderately complex duties such as processing, researching inquires and reconciling transactions
• Review time sensitive documents
• Receive direction from supervisor and coordinate situations involving other departments
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Candidate should have good accounting Knowledge
• Good understanding of tasks like reconciliation, matching, trade settlement, Capital markets etc.
• Good problem solving and analytical skills and numerical skills
• Typing Skills / Good Communication (Read / Write / Speak)
• Desirable to have experience of interacting with US counterparts.
• 2 years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• Basic understanding of Securities market
• Understanding Trade life cycle
• Understands the capital markets and its financial products like Equities, Fixed income products and stock/equity, etc.
• Attention to detail and comprehension skills
• Commerce Graduate / MBA / higher degree in financial field.

Job Expectations:

• Is responsible for performing a variety of operational tasks for highly complex securities or cash related transactions or processes that require basic knowledge of unit functions and systems. Duties may include:
• Perform trades allocations for Money manager advisory accounts and ensure accurate maintenance on the systems by adhering to the agreed service levels.
• Good Understanding on financial products and severity of the process which involves dealing with highly sensitive accounts.
• Additional functions of receiving notifications on trade corrections from money manager and to perform swiftly with in guidelines.
• Handling escalated requests requiring clarification & research to provide an accurate resolution.
• Liaising with Money managers, Financial advisors & Traders regarding trades specific discrepancies.
• Interaction with Financial Advisors, Investment Managers, Business counterparts to gather process/product related information.
• Perform the above assigned tasks independently and seek assistance in a timely manner.

Working Hours: 6:30pm to 3:30am

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Support performance and overall effectiveness of team, as well as cross-group pre-close and post-close documents for the most complex commercial real estate loans
• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing
• Perform or guide others on complex business and operational decisions that require planning, evaluation, and interpretation
• Review and prepare loan related documents
• Independently prioritize work and provide day-to-day-work leadership and mentorship to Commercial Loan Closing team
• Lead or contribute to implementation of new or revised processes and procedures that require coordination among various work groups
• Provide guidance and subject matter expertise to peers, colleagues and managers on the functions, policies, procedures and compliance requirements

Required Qualifications:

• 6+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Support internal and external customers with inquiries and complaints regarding financial products and services
• Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
• Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
• Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
• Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
• Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly

Required Qualifications:

• 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications for Europe, Middle East & Africa only:

• Experience in Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Support performance and overall effectiveness of team, as well as cross-group pre-close and post-close documents for the most complex commercial real estate loans
• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing
• Perform or guide others on complex business and operational decisions that require planning, evaluation, and interpretation
• Review and prepare loan related documents
• Independently prioritize work and provide day-to-day-work leadership and mentorship to Commercial Loan Closing team
• Lead or contribute to implementation of new or revised processes and procedures that require coordination among various work groups
• Provide guidance and subject matter expertise to peers, colleagues and managers on the functions, policies, procedures and compliance requirements

Required Qualifications:

• 6+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Support internal and external customers with inquiries and complaints regarding loan servicing needs
• Monitor loan system and resolve customer issues, and process complex transactions online
• Perform moderately complex administrative, transactional, operational and customer support tasks
• Act as primary loan servicing contact that involve construction monitoring and disbursements
• Monitor collateral and preparing payoff letters, releasing collateral
• Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
• Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Support pre-close documents for moderately complex to complex commercial loans
• Seek ways to improve aspects of loan closing and process's
• Perform moderately complex legal activities for loan documentation that may include Documents purchased from third party sources, internal staff and corporate legal groups
• Review and prepare complex loan documents
• Receive direction from supervisor and escalate non-routine questions
• Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identify procedural modifications
• Interact with immediate team and Commercial Loan Closing group as well as Interact with internal customers

Required Qualifications:

• 2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

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