דרושים Lockbox Operations Communication Consultant 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.

About this role

The key responsibilities for the role to include:

• Performs complex data mining from very large, complex and multiple data sources using various tools, including SAS, SQL, SSIS/SSRS and others of multiple data sources in order to perform analysis, modeling and/or comparative analysis.

• Coordinate and drive a common approach to reporting in support of the Fraud and Claims Management team.

• Partners in the development of large and complex dashboards and visualizations using Tableau and/or PowerBI, attaching to multiple sources, tiered levels of security and data sets from varied sources and sizes.

• Provides senior level consulting services to Operations Leadership and partners, around Analytics, Dashboard Development and Data Mining using in-depth knowledge and expertise.

• Provides insight and knowledge around obtaining data and its extraction from various systems including INDIGO, NICE/NEXIDIA, ECCOS, HOGAN, PEGA, BMG, SASGrid, MDW and more

• Leads project/virtual teams and mentors lower-level staff.

• Communicates effectively with peers and partners in both operational and management areas.

• Support technical build-out and/or support of databases, query tools, reporting tools, BI tools, dashboards, etc. that enable analysis, modeling, and/or data visualization.

• Responsible for performing highly complex activities related to creation, implementation, documentation, validation, articulation and defense, on-going maintenance of complex models grounded in theory used to quantify, analyze, and manage customer complaints.

Required Qualifications:

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

• ​5+ years of SQL experience

Desired Qualifications

• Demonstrated data visualization experience including the ability to present complex material in a digestible, consumable manner to all levels of management. using a BI Tool e.g., Tableau, Microsoft BI, etc

• SAS experience including experience with SAS Visual Analytics and/or SAS Visual Investigator

• Demonstrated SQL skills to include the ability to write complex queries and database knowledge in order to analyze data sources across a variety of sources including but not limited to BMG, EIW, MDW, PEGA, NICE, INDIGO, HOGAN and SASGrid

• Ability to translate complex technical needs into straightforward requests for information and collaboration, working with a wide range of people.

• Extensive knowledge and understanding of research and analysis

• Ability to quickly learn business operations and processes

• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities.

• Strong organizational, multi-tasking, and prioritizing skills.

• Ability to collaborate with others, work independently, initiate action, and accept challenging assignments.

• Master’s degree or higher in a quantitative field such as applied math, statistics, engineering, physics, accounting, finance, economics, econometrics, computer sciences, or business/social and behavioral sciences with a quantitative emphasis and 4+ years of experience in one or a combination of the following: reporting, analytics, or modeling

Job Expectations:

• This position is not eligible for Visa sponsorship.

• Ability to work on site in a hybrid role.

• Fully remote work locations are not available for this role. If you are not in a location listed on the posting, you must commit to relocation within an agreed upon timeframe.

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.

In this role, you will:

• Manage and develop a team of Business Execution Consultants while ensuring successful planning, integration, impasse resolution, and measurement of operations with moderate to high complexity and visibility
• Engage functional leaders to obtain resources, influence outcomes, address conflict, and ensure alignment with Wells Fargo's policies and business line objectives
• Identify potential risks when implementing change along with developing mitigation strategies and plans
• Recommend opportunities for Business Execution process improvement
• Determine appropriate strategies and actions of multiple business groups to meet moderate to high complex deliverables
• Interpret procedures and processes, and provide leadership to strategize and execute a variety of programs, services, and initiatives that are significant in scope, complexity, and risk
• Collaborate with and influence functional business partners, leaders, and executive management to provide support and drive strategic initiatives for the business
• Manage allocation of people and financial resources for Business Execution
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ 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
• 3+ years Management or leadership experience

Desired Qualifications:

• Partner with Operations and Technology to build and deliver multiyear operational strategy supporting centralized Markets cash movements and funding functions.
• Experience managing large scale transformational initiatives, including automation and platform modernization
• Operations knowledge and experience with Capital Markets , Funding and Cash management, SWIFT Industry initiatives, Wire payments
• Experience with Prime, Securities Operations/Broker Dealer processes and/or applications and systems
• Working with Operations leadership team, Technology, and other support functions to assess multiple regulatory/industry obligations, Operational process improvements, Technology upgrades, and business growth opportunities to create a strategic plan for delivery across the change portfolio
• Exceptional relationship building skills with demonstrated ability to collaborate, negotiate and influence decision making
• Ability to exercise independent judgment, critical thinking, and resourcefulness to identify and resolve problems and incidents
• Ability to work effectively, prioritize work, and meet deadlines in a matrixed and dynamic team environment, across all organizational levels with flexibility, collaboration, and adaptability
• Advanced verbal, written, and interpersonal communication skills with demonstrated experience engaging and influencing stakeholders, and creating concise communications to senior leaders
• Aptitude to structure multiple tasks, work in an organized manner under pressure and time constraints

Job Expectations:

• This position offers a hybrid work schedule at the locations listed
• This position is not eligible for Visa sponsorship
• This position is not eligible for relocation

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.

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:

• Work with Data Management Operations (DMO) teammates to define and implement a Commercial Business Operations (CBO) Data Management Operations process and playbook
• Track and report data management requests, issues, defects and provide status and risks/mitigants of work items
• Facilitate Data Management Operations (DMO) team meetings and capture action items and follow up as needed
• Work with Data Management Operations (DMO) teammates to support status reporting, senior management, risk, and other status reporting
• Represent Data Management Operations (DMO) in various project / program forums

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:

• 3+ years project management experience.
• Ability to manage competing priorities and associated risks.
• Good relationship / network building skills. Ability to coordinate and collaborate with Operations Subject Matter Experts (SME), Commercial Bank Lending FRY14 Program, and Oversight teams on defect / issue remediation and Operations process improvements.
• Willingness to learn Commercial Banking Operations (CBO) organization, processes, and applications and interaction
• Candidate should be initiative-taking, organized, and have excellent written / verbal communications skills. Ability to develop presentations.
• Candidate should have strong critical thinking / problem-solving skills and intellectually curios to dive in and help fix issues.
• Wholesale Loan product, operations processing experience / knowledge and related systems (e.g., LIQ/AFS) required
• Proficient in Microsoft product suite of tools including Excel, PowerPoint, and SharePoint
• Process management, data management regulatory reporting experience, a plus

Job Expectations:

• Ability to work a hybrid schedule of 3 days in office / 2 days remote
• Willingness to work on-site at stated location on the job opening.
• This position is not eligible for Visa sponsorship.

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 resource will be supporting Corporate Treasury, the Repo Desk in the US, and the Funding Desk in London. This role is responsible for forecasting short-term cash and collateral requirements across multiple legal entities and currencies, ensuring optimal liquidity management for the CIB and affiliated businesses. The role will also be responsible for the buildout and expansion of the Global Cash Management initiative across CIB and Wholesale Operations.

In this role, you will:

• Prepare and validate daily USD and multi-currency cash and collateral projections using internal and external data sources

• Analyze intraday variances between projected and actual funding needs; communicate findings to the front office

• Performing ad hoc reconciliations and data analysis as needed for reporting to improve projection accuracy

• Liaising with various operational support groups and trading desks to escalate and resolve conflicts in a timely manner, drive process improvements and support business initiatives

• Identify opportunities for optimization as well as proposing and implementing solutions to enhance processes, mitigate risk, reduce cost, and increase efficiency

• Evaluating current and future needs, and communicating and collaborating with internal stakeholders and technology partners to develop strategic solutions

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

• Lead projects and teams, or serve as a peer mentor

Required Qualifications:

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

Desired Qualifications:

• Cash Projection or Cash Management experience

• Knowledge of settlement systems and depositories (e.g., Clearstream, Euroclear, DTC, BNY Mellon)

• Working knowledge of Prime Brokerage, Stock Loan and International Settlements

• Ability to analyze large data sets to determine a course of action

• Effective organizational and prioritizing skills

• Excellent verbal, written, and interpersonal communication skills

• Preferred experience processing in Broadridge applications such as BPS, Gloss and Impact

Job Expectations:

• Ability to work a hybrid schedule

• Willingness to work on-site at stated location on the job opening

• Ability to work additional hours as needed

• This position is not eligible for Visa sponsorship

Posting Location:

• 1525 W W.T Harris Blvd, Charlotte, NC 28262

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 CRF 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.

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:

• Risk Assessment– Responsible for risk identification, risk measures, controlidentification/designand ratings
• RAU Risk Oversight– Manage all risk management activities associated with the RAU (i.e. issues, OREs, process change, etc.) to ensure control requirements are met and adhered to by the business owner
• Subject Matter Expertise– Become the risk and control subject matter expert on the assigned service model and underlying L4 processes
• Risk Consulting– Provide risk management consulting to support the business in designing and implementing risk-mitigation strategies
• Business Collaboration– Collaborate with Lockbox Operations to identify current and emerging risks and guide the development of mitigation strategies
• Process Integration– Integrate yourself in all necessary business routines to ensure your knowledge of the processes is sufficient
• Control Monitoring– Monitor assigned portfolio of control activities and escalate when necessary

Required Qualifications:

• 5+ years of Risk Management or Control Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• RCSA Execution– Hands-on experience conducting Risk and Control Self-Assessments, including identifying risks, assessing inherent and residual risks, and designing effective controls.
• Issue Management– Direct involvement in the full Issue Management Life Cycle, including identifying, tracking, and remediating issues.
• Communication Skills– Exceptional verbal, written, and interpersonal communication abilities for effectively conveying complex information to diverse audiences.
• Analytical Thinking– Strong problem-solving and analytical skills with the ability to translate insights into actionable, strategic solutions.
• Cross-Functional Collaboration– Proven ability to build partnerships and collaborate with peers, managers, and senior leaders across various risk domains and business units.
• Independent Decision-Making– Capable of making sound, timely decisions independently in a fast-paced, results-driven environment.
• Microsoft Office Proficiency– Advanced skills in Microsoft Outlook, Excel, Word, and PowerPoint for professional communication, data analysis, and presentations.

Job Expectations:

• Position offers a hybrid work schedule in which you are required to work in office 3 days per week at the posted location
• Relocation assistance is not available for this position
• Visa sponsorship is not available for this position

Wells Fargo Recruitment and Hiring Requirements:

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