Branch Manager - Coastal Ga District jobs at Wells Fargo in Philippines, Caloocan

About this role:

• Wells Fargo is seeking a Customer Service Manager to be part of our Sales Partners under Global Payments & Liquidity group.
• Covers jobs responsible for responding to inquiries and issues from customers on a variety of complex financial products, services and/or select customer segments through a variety of channels. Answers inquiries, resolves problems, and provides a best-in-class customer experience while adhering to work guidelines, policies, and regulations.

In this role, you will:

• Manage and develop a team of Customer Service Representatives who provide low to moderately complex customer support, and engage key stakeholders and business partners associated with customer service
• Identify and recommend products for customer service and productivity standards and goals, growth opportunities, and risk control development
• Make decisions and resolve issues regarding escalated customer inquiries to meet business objectives
• Interpret and develop standards and goals for customer service
• Collaborate and consult with more experienced management, internal partners, relationship managers, and colleagues to ensure customer satisfaction
• Interact directly with external customers
• Manage allocation of people and financial resources for customer service
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Customer Service, Financial Services or Contact Center 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:

• College graduate, any field
• With at least four (4) years professional experience related to the role
• With professional background in Payments, Liquidity, Wealth Management, Corporate Banking, Investment, Home Lending, a strong advantage
• Experience in supporting clients and or equivalent in a financial setting
• Experience in managing multiple initiatives and simultaneous projects
• Ability to manage concurrent and competing deadlines while bringing issues to quick resolution
• Ability to prioritize and meet deadlines in a dynamic and complex environment
• Proven problem solving, business reporting, and analytical skills

Job Expectations:

• Amenable to work full-time onsite, Five/Neo, BGC, Taguig
• Amenable to work on GY or night shift, 9:00 PM - 6:00 AM, weekends off
• Lead from the frontline to ensure Sales Support functions are handled effectively
• End-to-end support for our Sales team, Relationship Manager, Consultants
• Sales enablement and support

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:

• Supervise a team of individual contributor roles with low to moderate complexity and risk in Fiduciary Management Services, promoting growth, profit management, and risk management
• Engage stakeholders and internal partners associated with the function
• Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met
• Identify and recommend opportunities for process improvement and risk control development within the Fiduciary Management Services office
• Develop new business, retain or expand current relationships and coaches on business development and develop investment strategies
• Review documents, negotiate fees, and approve discretionary distributions up to appropriate amount
• Make day-to-day decisions and resolve issues regarding objectives and operations of Fiduciary Management Services team to meet business objectives
• Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
• Provide fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk management
• Collaborate with and consult with all levels of professionals including managers
• Interact directly with external customers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Fiduciary Products
• Be responsible for selection, evaluation, and development of staff

Required Qualifications:

• 2+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• Strong Communication and Excellent Customer Service Skills

• Preferred background or knowledge on US Trust Agency Accounts.

• Role will be required to work in US hours covering any of the US time zones (Eastern, Central, Mountain and Pacific time zones)

• Must have strong people management experience and must have experience in supporting blended process

Job Expectations:

• Amenable to onsite reporting in Five/Neo Building BGC Taguig City

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

Wells Fargo is seeking an Operations Manager. This job is responsible for activities that support the operational infrastructure, performance, and efficiency.

In this role, you will:

• Manage and lead Loan Documentation Team within Client Coverage Deals Closing.
• Develop strategies to improve staffing processes, ensure specialized functions meet regulatory guidelines in support of risk management and compliance
• Engage stakeholders and internal partners associated within the Operations area
• Work independently on moderately complex issues and projects
• Identify opportunities for process improvement and risk control development and escalates issues to more experienced management
• Provide training, performance, evaluation and coaching of less experienced team
• Make decisions and resolve issues regarding resources, objectives and operations of functional area and team to meet business objectives
• Interpret and develop policies and procedures for operation functions with low to moderate complexity within scope of responsibility
• Provide responsibility for budget and financial performance
• Collaborate and influence all levels of professionals including more experienced managers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Operations
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Operations 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:

• People Manager
• Has led a minimum team size of 10
• Has knowledge in leading indicators in relation to KPIs.
• Has experience in AI/GenAI and/or other known automation tools.
• Has experience in Loans Operations, Loan Documentation in a local commercial bank.

Job Expectations:

• Lead a group of Loan Documentation Specialist in understanding nuances by state, differences in collateral, legal entities covenant in a loan agreement.
• Help the team reach deeper understanding of the process, what is is for, what are the risks and impacts if an item is missing or overlooked.

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

Wells Fargo is seeking an Operations Associate Manager. The role would require leading a team of Operations Processors to fulfill work type requirement & meet service level agreement as defined by the business.

In this role, you will:

• Supervise a team of Operation Specialists responsible for moderately complex transactional and operational tasks such as processing servicing related tasks, identifying problems, improving service levels and develop metric to measure growth and performance

• Ensure timely completion, quality and compliance within the operation area

• Work independently on moderately complex issues and projects

• Identify opportunities for process improvement and risk control development and escalates issues to senior management

• Provide training, performance, evaluation and coaching of less experienced team

• Make daily supervisory decisions and resolve moderately complex business issues related to team supervision, work allocation and daily operational tasks under direction of Operations management

• Leverage interpretation of policies, procedures, and compliance requirements

• Collaborate and influence all levels of professionals including senior managers

• Lead team to achieve objectives

• Manage allocation of people and financial resources for Operations

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

Required Qualifications:

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

• 1+ years of leadership experience

Desired Qualifications:

• University degree in Business, Commerce or any other discipline

• 2+ years’ experience in Banking and Financial Services

• Experience with Deposit Products, experience in US transactional processes

• Good knowledge of Deposit Products, especially lockbox & experience of working with international Line of Businesses

• Strong analytical skills with eye to detail

• Strong communication skills both written and spoken

Job Expectations:

• Flexible in working in any shift and on weekends (Week off during the weekday)

• Ability to work additional hours as needed

• Must work on-site at the located posted (Five/Neo Building, BGC, Taguig City)

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:

• Manage and develop complex teams handling multifaceted tasks and operations for a single business group within a line of business
• Engage business stakeholders in integrating or implementing business execution initiatives
• Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development
• Make decisions and resolve issues regarding operations of the team to meet business objectives
• Interpret and develop policies and procedures aligned with Wells Fargo's business line objectives
• Collaborate and consult with immediate colleagues and cross functional business partners
• Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution
• Manage allocation of people and financial resources for Business Execution
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education
• 2+ years Leadership experience

Desired Qualifications:

• Strong experience in process improvement and/or transformation supporting back-office operations
• Experience in back-office training and quality
• At least 2 yrs of people management experience
• Strong experience in Artificial Intelligence and Data & Analytics
• LEAN or Six Sigma certification

Job Expectations:

• Willing to work on shifting schedules (mid - night shift)
• Willing to work onsite

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:

• Manage professional teams accountable for overall operational performance of one or more lines of business
• Engage with internal partners and peers associated with the function
• Identify and recommend opportunities for process improvement and risk control development
• Determine appropriate strategy and actions of security operations team to meet high risk deliverables
• Develop policies and procedures for security operations within the scope of moderate complexity and responsibility
• Collaborate and influence all levels of professionals including managers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Securities Operations
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

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

Job Expectations:

• Amenable to working onsite (Five/NEO, Taguig) and on a night shift schedule

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:

• Manage and develop teams of Customer Service Representatives or Managers for multiple sections or departments
• Engage and influence key stakeholders and business partners associated with customer service
• Identify and recommend opportunities for process improvement, growth opportunities, and risk mitigation
• Ensure quality and efficiency as well as compliance with government regulations and company policies
• Determine appropriate strategy and actions of customer service team to meet complex customer inquiries and issues resolution deliverables
• Interpret and develop center level policies and procedures for customer service with moderate complexity within scope of responsibility
• Collaborate with and influence more experienced management, key stakeholders, internal partners, and all levels of professionals
• Interact directly with multiple teams across various sites and external customers
• Manage allocation of people and financial resources for customer service
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Wells Fargo Recruitment and Hiring Requirements:

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