Business Execution Manager 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.

In this role, you will:

• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
• Work independently to make recommendations for support function by providing support and leadership
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
• Collaborate and consult with team leaders in developing project plans, policies and procedures
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

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, military experience, education

Desired Qualifications:

• Strong analytical skills with high attention to detail and accuracy Business Continuity and Operational Risk Knowledge.
• Strong time management skills and ability to meet deadlines
• Ability to work effectively, as well as independently, in a team environment
• Ability to develop partnerships with other business and functional areas
• Effective communication with Business Groups (i.e. excellent verbal, written, and interpersonal communication skills)
• Work typically involves close visual acuity on a computer to access, read and analyze the data in order to record data validation and/or establish credible challenge

Job Expectations:

• The candidate must be willing to work 5:00PM - 02:00AM Manila

• Willingness to work outside of normal hours as and when required as incident will require immediate attention

• 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.

In this role, you will:

• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives

• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations

• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business

• Work independently to make recommendations for support function by providing support and leadership

• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience

• Collaborate and consult with team leaders in developing project plans, policies and procedures

• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

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, military experience, education

Desired Qualifications:

• Candidate must be a graduate of a bachelor’s degree or higher (preferably in Hospitality Management, Marketing, Communications, or related field)

• Candidate must have at least 4+ years of solid expertise in corporate event planning, marketing coordination or administrative support

• Must have strong project management and multitasking abilities

• Excellent verbal and written communication and negotiation skills in English and Filipino

• Proficient in Microsoft Office Suites [especially Excel and PowerPoint] and Google Workspace

• Professional demeanor, with the ability to interact confidently with executives, clients and vendors

• Familiarity with event tools like Cvent

• Background in a B2B or corporate marketing environment is an advantage

• Experience with virtual or hybrid event platforms [Zoom, Microsoft Teams]

• Candidate must be willing to work flexible hours and travel for event support

• Candidate must be amenable to work at Taguig City

Job Expectations:

• Assist in end-to-end planning and execution of the organization’s events.

• Collaborate with Internal teams to align event goals with Organization objective.

• Coordinate with external vendors, venues, speakers and service providers

• Manage logistics such as venue setup, equipment rental, branding materials and catering

• Support budgeting, cost tracking, invoice processing and reconciliation of the event

• Handle onsite support, including event setup, staff coordination and issue resolution

• Ensure adherence to corporate branding, compliance and safety protocols

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.

In this role, you will:

• Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
• Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
• Review strategic approaches and effectiveness of support function and business performance
• Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
• Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
• Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
• Influence, guide and lead less experienced Strategy and Execution staff within the group

Required Qualifications:

• 5+ years ofBusiness Execution, Implementation, or Strategic Planningexperience, or equivalent demonstrated through one or a combination of the following: work experience, training or education

Desired Qualifications:

• Strong experience in Reports & Analytics and Project Management
• LEAN and/or Six Sigma certification
• Proficient in Python or similar programming languages
• Strong stakeholder management skills
• Strong communication and presentation skills
• Experience in leading transformation projects

Job Expectations:

• Willing to work US hours
• Willing to work onsite (BGC office)

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.