Supervisory Control Manager - Licensed 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:

• Identify ways to improve internal and external electronic communications while ensuring compliance with internal company policies, applicable laws and regulations
• Perform routine reviews for various types of electronic communications on a daily basis to identify if the communication meets policy requirements
• Receive direction from management and escalate questions and issues to more experienced roles
• Interact with Supervisory Control teams and refer to management on escalation items that may be out of compliance

Required Qualifications:

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

Desired Qualifications:

• Experience in content moderation, quality assurance or compliance
• Good communication skills
• Basic understanding of FINRA concepts and processes

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 aSenior Quality Assurance Administrator. This job is responsiblefor reviewing actions, transactions, documentation, processes and programs to ensure quality standards are met, relevant controls are followed and executed, and deficiencies are identified and addressed.

In this role, you will:

• Provide support and scoring guidance quality assurance staff by answering questions on regulations or compliance, procedures, policies and First Call Resolution
• Escalate key maintenance errors identified during scoring process and ensure resolution of same, reviewing programs, processes, documentation, to ensure compliance with internal company requirements or government regulations
• Review systems to ensure company standards are met, exceptions are notated, and issues escalated as necessary
• Assist in development and design of product specific databases
• Review and score work
• Prepare calibration score and facilitate calibrations across the team to ensure consistency of quality scores delivered to clients
• Monitor quality assurance programs and processes to identify gaps and risk assessment
• Design and conduct training for as needed
• Provide coaching to staff and track performance expectations and results
• Make final scoring decisions on disputes which impact quality results
• Interact with staff and business partners to promote team work and departmental effectiveness

Required Qualifications:

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

Desired Qualifications:

• Strong Financial Statement Analysis/Spreading background
• Strong Accounting background

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 aSenior Quality Assurance Administrator. This job is responsiblefor reviewing actions, transactions, documentation, processes and programs to ensure quality standards are met, relevant controls are followed and executed, and deficiencies are identified and addressed.

In this role, you will:

• Provide support and scoring guidance quality assurance staff by answering questions on regulations or compliance, procedures, policies and First Call Resolution
• Escalate key maintenance errors identified during scoring process and ensure resolution of same, reviewing programs, processes, documentation, to ensure compliance with internal company requirements or government regulations
• Review systems to ensure company standards are met, exceptions are notated, and issues escalated as necessary
• Assist in development and design of product specific databases
• Review and score work
• Prepare calibration score and facilitate calibrations across the team to ensure consistency of quality scores delivered to clients
• Monitor quality assurance programs and processes to identify gaps and risk assessment
• Design and conduct training for as needed
• Provide coaching to staff and track performance expectations and results
• Make final scoring decisions on disputes which impact quality results
• Interact with staff and business partners to promote team work and departmental effectiveness

Required Qualifications:

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

Desired Qualifications:

• Strong Financial Statement Analysis/Spreading background
• Strong Accounting background

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.