דרושים Operations Manager - Wim ב-Wells Fargo ב-United States, Salt Lake City

In this role, you will:

• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships
• Partner with Commercial Relationship Managers to cross sell appropriate products and services, prioritize prospects, develop pursuit strategy, create proposals, manage new customer acquisitions, and onboarding process for customers
• Prospect companies with annual gross sales ranging from $20MM to $100MM and remain engaged until prospects are successfully converted to customers
• Partner with Treasury Management consultants to source, develop and grow our TM wallet share and deposit business across the footprint
• Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders
• Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
• Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
• Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert, act as a mentor for less experienced colleagues
• Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Required Qualifications:

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

Desired Qualifications:

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Established local in-market network with demonstrated knowledge of the Oklahoma and Arkansas market
• Completion of formal credit training program with underwriting experience
• Commercial banking account relationship management experience for clients with annual revenue up to $100MM
• Demonstrated experience working collaboratively to deliver the organization to clients and prospects
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• 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
• Ability to travel up to 20 % of the time

Location:

• 211 N Robinson Ave- OKLAHOMA CITY, OK 73102

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:

for clients with annual revenue of$100MM to $2B

In this role, you will:

• Research complex credit investigations and diverse credit information for loans

• Identify opportunity for process improvements within scope of responsibilities or functional area

• Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables

• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements

• Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications:

• 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:

Job Expectations:

Job Locations:

• 299 S Main St., Salt Lake City, UT
• 877 W Main St., Boise, ID

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

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:

• Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
• Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

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

Desired Qualifications:

• 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
• Ability to balances needs of clients with associated risks and interests of Wells Fargo
• 3+ years of experience in business-to-business sales
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• A BS/BA degree or higher

Job Expectations:

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.

About this role:

• Lead or participate in moderately complex lifecycle initiatives and support tasks and act as a participant in large-scale planning and deliverables; identify opportunity for process improvements within Securities Operations
• Review and analyze moderately complex operational tasks or challenges that require an in-depth evaluation of variable factors
• Independently resolve moderately complex issues on a full process within a trade environment while leveraging solid understanding of the function, policies, procedures, and compliance requirements; may lead team to meet deliverables
• Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals; may lead projects, teams or serve as a mentor for lower level staff
• Manage 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 moderately complex escalated issues within the scope of responsibility in Security Operations
• Research moderately complex business risks, influence 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
• Contribute to overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Lead or contribute to implementation of projects and 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:

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

Desired Qualifications:

• 2+ years of Brokerage Operations experience

• Strong attention to detail and accuracy skills

• Microsoft Office skills

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Excellent verbal, written, and interpersonal communication skills

• Effective organizational, multi-tasking, and prioritizing skills

• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment

• Solid problem-solving skills

• Ability to process complex transactions and perform extensive research to resolve complex customer issues

• Ability to read, analyze and interpret documents/reports

• Microsoft Excel spreadsheets experience importing, exporting, and manipulating data

• Knowledge and understanding of Beta

• Ability to track and monitor project progress, identify project and process gaps, recommend controls and communicate progress to business leaders

• Ability to communicate effectively with business partners and project managers

• Knowledge and understanding of process flow or procedure writing

• Ability to assess current processes/procedures and make recommendations for efficiency

• Leadership experience including: coaching, training, and mentoring

• Must be able to perform under minimal supervision with some degree of independence combined with a strong emphasis on teamwork.

Job Expectations:

• This position offers a hybrid work schedule and will only consider the location listed

• Ability to work additional hours as needed

• Ability to be flexible with working hours

• This position is not eligible for Visa sponsorship

• This position is not eligible for relocation

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 one or more specialized customer service and operations functional teams within Operations area with complex and risk in functional area
• 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:

• 3+ years of Financial Account Opening, Quality Assurance and/or Maintenance experience
• 3+ years of Project Management experience
• Intermediate Microsoft Office skills
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• Registration for FINRA Series 99 must be completed within 120 days of hire date if it is not available for transfer upon hire
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
• This position offers a hybrid work schedule and will only consider the location listed
• This position is not eligible for Visa sponsorship
• This position is not eligible for relocation

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:

Wealth and Investment Management (WIM)

In this role, you will:

• Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
• Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-risk tasks and deliverables with narrower impact
• Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
• Resolve low complexity escalated issues within the scope of responsibility in Security Operations
• Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

Required Qualifications:

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

Desired Qualifications:

• Strong knowledge and understanding of BETA
• Strong knowledge and understanding of Hogan
• Strong attention to detail and accuracy skills
• Intermediate Microsoft Office (Word and Excel) skills
• Solid problem-solving skills
• Good analytical skills including strategically analyzing data, diagnosing opportunities, and providing interventions
• Experience collecting, recording, analyzing, and processing information or data
• Effective organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• Ability to work a hybrid schedule, at least 3 days a week working in office.

Posting Location:

• 5201 Amelia Earhart Dr, Salt Lake City, Utah 84116

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
• Bilingual speaking and listening proficiency in Spanish/English

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
• Must take and pass required language assessment

O' Dell Branch-500 ODELL AVE YONKERSNY10703

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.