Branch Operations Coordinator Anaheim Main jobs at Wells Fargo in United States, Anaheim

In this role, you will:

• Research complex financial and credit information for commercial businesses according to business unit standards
• Assist with due diligence, credit analysis, industry and business risk analysis, and financial modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized healthcare companies. loan structuring decision making activities and determining creditworthiness for Middle Market and Mid-Corporate sized companies
• Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• General responsibilities include working with risk, relationship managers, and credit to originate, monitor, and grow relationships
• Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews
• Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing and maintaining client relationships

Required Qualifications, US:

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

Desired Qualifications:

• Strong analytical skills including analyzing complex data
• Ability to perform in depth commercial financial statement analysis
• Knowledge and understanding of debt and equity capital markets
• Underwriting experience
• Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
• Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
• A BS/BA degree or higher

Job Expectations:

• Ability to travel up to 10% of the time
• This position does not support Visa Sponsorship
• Ability to work a hybrid work schedule
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Job Locations:

• 550 S Tryon St, Charlotte, NC 28202

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 customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers

• Complete operational activities while minimizing risks under established policies

• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization

• Support the Branch manager in operational tasks and scheduling

• Resolve issues related to daily operations of the teller line, under direction of regional banking management

• Support customers and employees in resolving or escalating concerns or complaints

• Receive guidance from managers and exercise judgment within defined policies and procedures

• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions

• Identify information and services to meet customers financial needs

• Motivate a diverse team to achieve full potential and meet established business objectives

Required Qualifications:

• 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to provide strong customer service while listening, eliciting information and comprehending customer issues

• Ability to educate and connect customers to technology and share the value of mobile banking options

• Ability to interact with integrity and professionalism with customers and employees

• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

• Cash handling experience

• Well-organized, independent and able to prioritize in a fast-paced environment

• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting

• Knowledge and understanding of retail compliance controls, risk management, and loss prevention

• Motivate others to achieve full potential and meet established business objectives

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• This position is not eligible for Visa sponsorship

Posting Location:

• 222 S Harbor Blvd, Anaheim, CA 92805

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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