About this role:
(Note: In addition to these functions, employees are required to carry out such other duties as may reasonably be required)
In this role, you will:
- Communicate effectively with Commercial teams to support customer setups, ensuring adequate line of questioning to fully understand pipeline of work and specific requirements. Ongoing dialogue to take place to manage expectations and ensure clear visibility of progress.
- Share key work item details within team and wider business where appropriate to highlight any downstream impact.
- Create Vendor contractual documentation based on Commercial inputs and in conjunction with Legal, Risk and Pricing department requirements. Arrange cross-functional contract pre-approval prior to customer signing.
- Coordinate upon return, customer executed documents, ensuring internal processing and document distribution.
- Lead submission of Vendor Rates & Terms set up instructions in accordance to Commercial Team’s requirements and ensure timely & accurate setup by the Operations Team in the operating system, acting as primary point of contact for any query resolution.
- Create accurate English language Dealer Terms summary documents from the executed Vendor contractual documents & ensure storage in line with Records Information Management policy.
- Produce and distribute accurate monthly & ad hoc customer facing reporting within timelines. Establish reporting/formatting synergies across Commercial industries and implement where possible automated reports.
- Build expertise in, and act as key point of contact for customer setups.
- Take the lead in ensuring BCP processes are in place and tested with remediation actions complete.
- Proactively share and reach out for best practice across other CDF Operations teams globally to enhance the customer experience and automation, leveraging equivalent teams in the US and other regions.
- Perform system change UAT related to Business Support Operations processes.
- Act as key point of contact for any internal or external audit queries or testing.
- Develop working knowledge and undertake cross-training to support other Operations teams, providing cover during illness and holidays to maintain a strong customer experience.
- Support cross-functional training and best practice within the Operations Team.
Required Qualifications:
- Experience in Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong problem solving skills – proven record of owning and resolving problems. Ability to identify, define and scale the problem, understand root cause and recommend/implement corrective action and future control measures.
- Exceptional administrative skills and strong attention to detail – Ability to manage and organise multiple work streams simultaneously, maintaining an excellent degree of accuracy.
- Exceptional organisational skills – Effective time management in a fast-moving and demanding environment, planning ahead and working to tight deadlines, sharing any roadblocks or delays which can impact the customer or business performance. Ability to adapt in a changing and demanding environment.
- Experience of supporting projects, particularly in respect of process improvements and simplification. Demonstrate ability to work to a plan and provide regular progress updates.
- Highly self-motivated, competent of working independently, whilst retaining a committed ‘team’ attitude. Understanding effect of own deliverables on that of others and acting as required to prevent negative impact or delays.
- Strong communication and influencing skills in all mediums with the team & wider business – adapting content according to the audience. Develop relationships at all levels, work flexibly, share ideas and challenge self & others.
- Proven experience in a Financial Services (preferably banking) environment or experience of working in an Accounts or Inside Sales Commercial role with a strong customer focus.
Job Expectations:
- Strong ability to plan workload effectively, prioritising and achieving all deliverables within given timescales, identifying and escalating concerns at an early stage.
- Willingness and ability to work flexibly and support wider team where required.
27 Aug 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.