דרושים Associate Executive Specialist ב-Wells Fargo ב-United States, Charlotte

• Perform general clerical operations tasks that are routine in nature
• Receive, log, batch, and distribute work
• File, photocopy, and answer phones
• Prepare and distribute incoming and outgoing mail
• Regularly receive direction from supervisor and escalate questions and issues to more experienced roles
• Work under close supervision following established procedures

Required Qualifications:

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

Desired Qualifications:

• 6+ months cash handling or vault experience
• 10-key numerical data entry experience
• Ability to achieve high production and quality standards
• Strong attention to detail and accuracy skills
• Ability to work effectively, as well as independently, in a team environment, under limited supervision
• Experience working in a fast paced, demanding, and deadline driven environment

Job Expectations:

• Training: 90 days (on the job training)
• Schedule: Monday Friday 9 am – 6:00 pm or until work is completed
• Ability to work additional hours as needed to support business needs
• Ability to stand up to 6 to 8 hours or more
• Ability to lift 50+ pounds/Vault, pulling and lifting
• This position is not eligible for Visa sponsorship

• 1305 W W T Harris Blvd Charlotte, NC 28262

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

• Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation.
• Review legal and credit approval documentation to confirm alignment with internal systems of record.
• Collaborate with deal teams, credit execution, and operations to ensure consistency and completeness of transaction data.
• Address and resolve complex issues, escalating as necessary to ensure timely resolution.
• Apply a strong understanding of bank policies, procedures, and regulatory requirements to ensure compliance.
• Partner with internal stakeholders to troubleshoot issues and drive process improvements.
• Exercise sound judgment and develop subject matter expertise in credit operations, procedures, regulatory reporting and data governance.
• Represent the CDA group in cross-functional initiatives and forums.
• Provide guidance and informal mentorship to junior team members, fostering a culture of continuous learning and operational excellence.

Required Qualifications:

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

Desired Qualifications:

• In-depth experience within credit operations or related field
• Detailed understanding of credit documentation and corporate loan structures
• Knowledge of booking and closing processes
• Experience with credit systems such as LIQ, nCino, CoRS, ICMP, WCIS, ART, TRE, RCS, E-TRAC
• Exceptional attention to detail and a commitment to data accuracy
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced and complex environment to meet deadlines and achieve goals
• Proven ability to work independently and collaboratively across teams and organizational levels.
• Effective problem-solving and decision-making capabilities.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.

Job Expectations:

• Ability to work outside of normal business hours if needed

PostingLocations:

• Charlotte, NC - 550 S Tryon Street
• San Antonio, TX - 4101 Wiseman Blvd
• Minneapolis, MN - 90 S 7th Street

Pay Ranges:

• Charlotte, NC: $63,600 - $113,000
• San Antonio, TX: $63,600 - $113,000
• Minneapolis, MN: $63,600 - $113,000

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:

• Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations
• Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
• Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
• Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Required Qualifications:

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

Desired Qualifications:

• IRA Operations experience
• FINRA Series 99 or Series 7 licensure
• Strong attention to detail
• Excellent written communication skills

Job Expectations:

• Hybrid Schedule: Monday through Friday, 8:00 AM to 5:00 PM EST
• Open to working overtime during peak year-end processing periods
• 1525 W WT Harris Blvd, Charlotte, NC

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:

• Proactively reach out to Financial Advisor (FA) prospects in order to support hiring managers/business owners with lead generation (i.e. build pipeline by making outbound calls, texts, emails, mailers, LinkedIn connections to FA Prospects to ensure sufficient lead flow and facilitate meetings)
• Understand and articulate the WIM value proposition
• Utilize LinkedIn to increase social media presence and engage FA prospects
• Develop understanding of industry trends and recruiting landscape
• Partner with hiring manager/business owner to understand recruiting landscape and opportunity in order to generate leads
• Follow up on National and Market-level marketing campaigns
• Generate prospecting reports in markets looking to build a pipeline
• Follow up on website leads/inquiries
• Document accurate recruiting notes and activity in Salesforce

Required Qualifications:

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

Desired Qualifications:

• Banking, credit union, or institutional recruiting experience
• Strong prospecting, outbound sales, recruiting, negotiation, and influence skills
• Ability to overcome sales obstacles
• Strong sales and negotiation skills
• Intermediate Microsoft Office skills
• Ability to actively listen, elicit information, comprehend business issues/needs, and recommend solutions
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Strong organizational, multi-tasking, and prioritizing skills
• Extensive knowledge and understanding of social media: LinkedIn
• Knowledge and understanding of Salesforce or contact management system

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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 Location:

• 550 S Tryon St. - Charlotte, North Carolina

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:

This position will cover researching, developing, testing, analyzing, monitoring, tool-building, and documentation of MCRM models.

In this role, you will:

• Develop, implement, and calibrate various analytical models for risk management
• Perform highly complex activities related to financial products, business analysis and modeling
• Perform basic statistical and mathematical models using Python, C++ and SQL
• Perform analytical support and provide insights regarding a wide array of business initiatives
• Provide solutions to business needs and analyze workflow processes to make recommendations for process improvement in risk management
• Collaborate and consult with peers, colleagues, managers and regulators to resolve issues and achieve goals
• Establishing effective yet automated controls and creating consistent and robust execution processes across models
• Maintaining documentation for key implementation processes across the team with focus on standardization of implementation and execution controls
• Partnering with modeling team to understand model structure and limitation; performing model performance monitoring, creating and sharing regular reports with key

Required Qualifications:

• 4+ years of Quantitative Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, economics, or computer science

Desired Qualifications:

• 4+ years in Quantitative Analytics, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• PhD in statistics, mathematics, physics, engineering, computer science, economics, or quantitative field; or a Master's degree.
• Strong analytical skills with Python programming and C++ programming expertise in model development, financial modeling knowledge in stochastic calculus and numerical computation in addition to stronganalytical/quantitativeproblem-solving skills.
• Knowledge and understanding of financial products and financial modeling.
• Strong time management skills and ability to meet deadlines.
• Ability to deliver results with speed and agility while working effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important.
• Excellent verbal, written, and interpersonal communication skills.
• Capability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complexenvironment.

Posting Locations:

• 550 S. Tryon Street - Charlotte, North Carolina

Job Expectations:

• Required location listed above. Relocation assistance is not available for this position.
• This position currently offers a hybrid work schedule.
• This position is not eligible for VISA sponsorship.
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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.

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:

• Change Assurance– ensuring BAU changes are safe, well-controlled, and disruption-free through robust ITIL governance
• Service Transition– managing the onboarding of new and modified services into production via structured readiness and service acceptance criteria

This role will suit someone with strong ITSM knowledge, a controls mindset, and a passion for improving how change is managed in high-stakes, regulated environments. You’ll partner closely with application teams, platform engineering, service management and production leads.

In this role, you will:

• Lead or participate in managing all installed systems and infrastructure within the Systems Operations functional area
• Contribute in increasing system efficiencies and lowering the human intervention time on related tasks
• Review and analyze moderately complex operational support systems, application software, and system management tools to ensure the highest levels of systems and infrastructure availability
• Work with vendors and other technical personnel for problem resolution
• Lead team to meet technical deliverables while leveraging solid understanding of technical process controls or standards
• Collaborate with vendors and other technical personnel to resolve technical issues and achieve highest levels of systems and infrastructure availability

Required Qualifications:

• 4+ years of Systems Engineering, Technology Architecture experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• ITIL Foundation V3/V4

Desired Qualifications:

• Strong working knowledge of the ITIL change lifecycle
• Experience reviewing technology changes for readiness and risk
• Exposure to Permit-to-Operate or service transition gates
• Familiarity with ServiceNow or similar ITSM platforms
• Understanding of production operations or SRE/DevOps contexts
• PRINCE 2/ PMP

Job Expectations:

• Ability to work nights, weekends, and/or holidays as needed or assigned
• Ability to work in a Hybrid working model
• Relocation assistance is not available for this position
• Visa Sponsorship not available for this role

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.

The Role

In this role, you will:

• Coverage Model & Staffing: Oversee the design, implementation, and execution of processes related to coverage model, banker staffing, and placement of bankers.
• Sales Support: oversee and lead our centralized support team designed to support key activities in support of our banker.
• Sales Process Optimization: Map and continuously improve the end-to-end sales process from lead generation to post-sale handoff across all channels. Define key sales stages and criteria, identify bottlenecks, and streamline workflows to enhance employee capacity and customer experience.
• Compensation & Incentives: Partner with HR team to design sales compensation and incentive plans and monitor the adoption and efficacy of incentive programs based on performance data
• Risk & Compliance Oversight: Provide oversight of risk activities including issues management, controls execution, risk program management, and audit/testing engagement.
• Banker Productivity Program: Develop and maintain an “always on” banker productivity plan across all roles, segments, and geographies, that tracks to and with performance feedback loop, enablement, initiatives, and outcome to get peak performance on bankers by tenure.

Required Qualifications:

• 8+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Deep understanding of Small and/or Business Banking and Lending
• Experience leading a team focused on business segment strategy, profitability and revenue generating opportunities
• 8+ years of experience in sales operations, business execution, or related fields, with at least 4+ years in a leadership role
• Proven experience leading large, cross-functional teams and driving enterprise-level process improvements
• Strong understanding of CRM systems, sales enablement tools, and data-driven decision-making
• Demonstrated ability to design and implement sales compensation and incentive programs
• Experience managing risk and compliance programs in a sales or financial services environment
• Experience with building and develop a high-performing team culture focused on innovation, accountability, and continuous improvement
• Excellent communication, collaboration, and stakeholder management skills

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.