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Senior Registered Client Associate at Wells Fargo
Birmingham, Michigan, United States - Full Time
Skills Needed
Brokerage Experience, Client Services, Administrative Support, Customer Interaction, Microsoft Office, Client Service Focus, Problem Solving, Regulatory Compliance, Sales Support, Appointment Scheduling, Research Skills, Training, Communication, Judgment, Professionalism, Team Collaboration
Specialization
Candidates must have 4+ years of Brokerage and Client Services experience and have completed the FINRA Series 7 and 63 examinations. Strong client service focus and administrative support experience in financial services are desired.
Experience Required
Minimum 5 year(s)
Senior Executive Specialist at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Executive Administration, Process Improvement, Customer Satisfaction, Team Leadership, Mentorship, Collaboration, Problem Solving, Compliance, Risk Management, Communication, Planning, Evaluation, Interpretation, Coordination, Independent Judgment, Confidentiality
Specialization
Candidates must have 4+ years of Executive Administration experience or equivalent. Experience in the Europe, Middle East & Africa region is also considered equivalent through work experience, training, military experience, or education.
Experience Required
Minimum 5 year(s)
Teller Part Time Lower Manhattan at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Teamwork, Judgment, Integrity, Professionalism, Risk Identification, Relationship Building, Operational Activities, Digital Solutions, Financial Needs Assessment, Complex Transactions, Education, Technology, Policy Adherence, Fraud Prevention
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include cash handling experience and the ability to educate customers on technology.
FX Operations - Senior Capital Markets Middle Office Specialist at Wells Fargo
Moscow, Moscow, Russia - Full Time
Skills Needed
Foreign Exchange, Capital Markets, Trade Lifecycle, Process Improvement, Risk Management, Client Relations, Operational Efficiency, Transaction Management, Discrepancy Resolution, Metrics, Transformational Leadership, Stakeholder Communication, Automation, Market Risk, Fx Products, Trade Confirmation
Specialization
Candidates should have at least 4 years of experience in the Capital Markets industry, with a strong focus on foreign exchange products. Knowledge of the end-to-end trade lifecycle and risk management is essential.
Experience Required
Minimum 5 year(s)
Institutional Investment Operations Associate-FX Settlements and Swift mess at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Operational Support, Customer Service, Cash Payments, Securities Settlement, Asset Servicing, General Ledger Reconciliation, Issue Resolution, Data Gathering, Collaboration, Judgment, Client Account Onboarding, Funding Operations, Custodial Operations, Structured Loan Operations, Isda Issues, Risk Management
Specialization
6+ months of Institutional Investment Operations experience is required. Equivalent experience can be demonstrated through work experience, training, military experience, or education.
Associate Loan Documentation Processor at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Loan Documentation, Customer Service, Administrative Tasks, Operational Tasks, Error Correction, Collaboration, Process Improvement, Data Review
Specialization
Candidates must have at least 6 months of experience in customer service, loan administration, collections, or sales environments. Equivalent experience through training, military experience, or education is also acceptable.
Due Diligence Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Due Diligence, Client Onboarding, Research, Background Investigations, Risk Mitigation, Financial Crime, Reputational Risks, Quality Control, Compliance, Regulatory Requirements, Communication, Team Collaboration, Problem Solving, Escalation, Client Interaction, Policy Adherence
Specialization
Candidates must have at least 2 years of Due Diligence experience or equivalent qualifications. This can be demonstrated through work experience, training, military experience, or education.
Experience Required
Minimum 2 year(s)
Teller 30 Hours Spanish Required - Spring at Wells Fargo
Spring, Texas, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Bilingual, Teamwork, Risk Management, Operational Efficiency, Relationship Building, Judgment, Technology Education, Fraud Prevention, Prioritization, Communication, Problem Solving, Professionalism, Community Engagement, Digital Solutions
Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. Desired qualifications include cash handling experience and the ability to educate customers on technology.
CSBB - Lead Operational Risk Officer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Operational Risk, Risk Management, Analytical Skills, Data Analysis, Microsoft Office, Team Collaboration, Problem Solving, Training Development, Consulting, Project Leadership, Risk Assessment, Compliance, Communication Skills, Risk Control, Visualization Tools, Change Management
Specialization
Candidates must have 5+ years of operational risk experience, particularly in Consumer & Small Business Banking. Strong analytical skills and the ability to manage multiple priorities in a fast-paced environment are essential.
Experience Required
Minimum 5 year(s)
CSBB - Lead Operational Risk Officer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Operational Risk, Risk Management, Analytical Skills, Data Analysis, Microsoft Office, Team Collaboration, Problem Solving, Training Development, Risk Assessment, Compliance, Project Leadership, Consulting, Change Management, Business Analysis, Communication Skills, Visualization Tools
Specialization
Candidates must have 5+ years of operational risk experience, particularly in Consumer & Small Business Banking. Strong analytical skills and the ability to manage multiple priorities in a fast-paced environment are essential.
Experience Required
Minimum 5 year(s)
Due Diligence Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Due Diligence, Client Onboarding, Research, Background Investigations, Risk Mitigation, Financial Crime, Reputational Risks, Quality Control, Regulatory Compliance, Risk Programs, Monitoring, Governance, Escalation, Sound Risk Decisions, Customer Relationships, Compliance
Specialization
Candidates must have at least 2 years of Due Diligence experience or equivalent qualifications. This can be demonstrated through work experience, training, military experience, or education.
Experience Required
Minimum 2 year(s)
Senior Quality Assurance Administrator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Quality Assurance, Commercial Banking, Wealth Management, Wholesale Lending Operations, Qa Tools, Effective Communication, Stakeholder Management, Control Procedures, Call Monitoring, Data Analysis, Audit Support, Cross Functional Collaboration, Queue Management, Sampling Methodologies, Reporting, Risk Management
Specialization
Candidates should have a strong understanding of Quality Assurance concepts and experience in Wholesale Lending Operations. Effective communication skills and the ability to prioritize QA reviews based on risk are essential.
Experience Required
Minimum 5 year(s)
Teller Part Time Bilingual Rye Brook Branch at Wells Fargo
Rye Brook, New York, United States - Full Time
Skills Needed
Customer Engagement, Teller Transactions, Digital Solutions, Operational Activities, Risk Minimization, Customer Support, Cash Handling, Fraud Prevention, Team Collaboration, Professionalism, Technology Education, Relationship Building, Judgment, Prioritization, Bilingual Proficiency, Military Experience
Specialization
The position requires 6+ months of customer interaction experience and bilingual proficiency in Spanish and English. Desired qualifications include cash handling experience and the ability to educate customers on technology.
Branch Operations Coordinator New Canaan at Wells Fargo
New Canaan, Connecticut, United States - Full Time
Skills Needed
Customer Service, Issue Resolution, Cash Handling, Operational Activities, Risk Management, Compliance, Relationship Building, Problem Solving, Team Motivation, Digital Solutions, Fraud Prevention, Bank Procedures, Scheduling, Communication, Judgment, Technology Education
Specialization
Candidates must have at least 2 years of customer service experience or equivalent. Desired qualifications include strong customer service skills, cash handling experience, and the ability to identify potential fraud.
Experience Required
Minimum 2 year(s)
Executive Director: Analytics Senior Manager (Global Payments & Liquidity) at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Analytics, Leadership, Sql, Python, Data Visualization, Machine Learning, Predictive Analytics, Risk Management, Data Governance, Agile Methodologies, Financial Services, Team Management, Strategic Planning, Collaboration, Business Intelligence, Automation
Specialization
Candidates must have 6+ years of analytics experience and 3+ years of management experience. A degree in a quantitative discipline is desired, along with expertise in treasury payment products and advanced analytics techniques.
Experience Required
Minimum 5 year(s)
Branch Manager Winston Salem District at Wells Fargo
Yadkinville, North Carolina, United States - Full Time
Skills Needed
Leadership, Coaching, Customer Engagement, Risk Management, Financial Services, Team Development, Operational Excellence, Relationship Building, Digital Banking, Compliance, Problem Solving, Performance Analysis, Adaptability, Collaboration, Community Engagement, Judgment
Specialization
Candidates must have at least 4 years of banking or financial services experience and 2 years of leadership experience. Desired qualifications include management experience, strong analytical skills, and knowledge of banking regulations.
Experience Required
Minimum 5 year(s)
Teller - Harbour Place at Wells Fargo
Jacksonville, Florida, United States - Full Time
Skills Needed
Customer Engagement, Cash Handling, Teamwork, Customer Service, Risk Management, Operational Efficiency, Relationship Building, Judgment, Technology Education, Fraud Prevention, Organization, Independence, Prioritization, Communication, Professionalism, Problem Solving
Specialization
Candidates must have at least 6 months of experience interacting with customers, with a focus on customer service and cash handling. Desired qualifications include the ability to educate customers on technology and identify potential fraud.
Portfolio Manager / Underwriter at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Secured Lending Underwriting, Credit Analysis, Financial Statement Analysis, Industry Analysis, Projection Modeling, Risk Assessment, Legal Documentation, Portfolio Management, Collaboration, Communication, Analytical Skills, Attention To Detail, Microsoft Office, Credit Policies, Due Diligence, Problem Solving
Specialization
Candidates must have at least 2 years of Secured Lending Underwriting experience or equivalent. Strong analytical skills, attention to detail, and effective communication abilities are essential.
Experience Required
Minimum 2 year(s)
Senior Valuations Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Collateral Operations, Financial Lending Documentation, Analytical Thinking, Attention To Detail, Borrowing Base Processes, Compliance Standards, Stakeholder Management, Excel, Powerpoint, Process Documentation, Workflow Optimization, Risk Frameworks, Communication Skills, Innovation, Accountability, Adaptability
Specialization
Candidates must have 4+ years of experience in valuations or lending, with strong analytical skills and the ability to interpret complex financial documents. Familiarity with Borrowing Base methodology and experience in collateral operations are preferred.
Experience Required
Minimum 5 year(s)
Due Diligence Coordinator at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Due Diligence, Client Onboarding, Research, Background Investigations, Risk Mitigation, Financial Crime, Regulatory Compliance, Quality Control, Communication, Problem Solving, Team Collaboration, Client Interaction, Policy Adherence, Escalation, Governance, Monitoring
Specialization
Candidates must have at least 2 years of Due Diligence experience or equivalent demonstrated through work experience, training, military experience, or education. The position requires effective communication and the ability to escalate non-routine questions to supervisors.
Experience Required
Minimum 2 year(s)
Senior Registered Client Associate at Wells Fargo
Birmingham, Michigan, United States -
Full Time


Start Date

Immediate

Expiry Date

31 Jan, 26

Salary

0.0

Posted On

02 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Brokerage Experience, Client Services, Administrative Support, Customer Interaction, Microsoft Office, Client Service Focus, Problem Solving, Regulatory Compliance, Sales Support, Appointment Scheduling, Research Skills, Training, Communication, Judgment, Professionalism, Team Collaboration

Industry

Financial Services

Description
About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Financial Advisor and client requests for account related information and/or quotes, schedule and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client and business-related issues Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism Viewed by peers as a subject matter expert and sought by others for advice or guidance Provide knowledge and systems support to branch personnel and training for entry-level Client Associates Required Qualifications: 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired qualifications: Brokerage client support experience Administrative support experience in financial services Experience interacting directly with customers Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Client service focus with the ability to listen to customer needs and recommend solutions Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment Job expectations: US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required Specific compliance policies may apply regarding outside activities and/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 This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. This position is not eligible for Visa sponsorship. Posting location: 255 E Brown St BIRMINGHAM, MI 48009 Posting End Date: 7 Nov 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities
Assist Financial Advisors with sales, service, and operational activities, including client interactions and account management. Execute administrative functions to support the Financial Advisors and Branch Management, ensuring compliance with regulatory requirements.
Senior Registered Client Associate at Wells Fargo
Birmingham, Michigan, United States - Full Time
Skills Needed
Brokerage Experience, Client Services, Administrative Support, Customer Interaction, Microsoft Office, Client Service Focus, Problem Solving, Regulatory Compliance, Sales Support, Appointment Scheduling, Research Skills, Training, Communication, Judgment, Professionalism, Team Collaboration
Specialization
Candidates must have 4+ years of Brokerage and Client Services experience and have completed the FINRA Series 7 and 63 examinations. Strong client service focus and administrative support experience in financial services are desired.
Experience Required
Minimum 5 year(s)
Senior Executive Specialist at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Executive Administration, Process Improvement, Customer Satisfaction, Team Leadership, Mentorship, Collaboration, Problem Solving, Compliance, Risk Management, Communication, Planning, Evaluation, Interpretation, Coordination, Independent Judgment, Confidentiality
Specialization
Candidates must have 4+ years of Executive Administration experience or equivalent. Experience in the Europe, Middle East & Africa region is also considered equivalent through work experience, training, military experience, or education.
Experience Required
Minimum 5 year(s)
Teller Part Time Lower Manhattan at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Teamwork, Judgment, Integrity, Professionalism, Risk Identification, Relationship Building, Operational Activities, Digital Solutions, Financial Needs Assessment, Complex Transactions, Education, Technology, Policy Adherence, Fraud Prevention
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include cash handling experience and the ability to educate customers on technology.
FX Operations - Senior Capital Markets Middle Office Specialist at Wells Fargo
Moscow, Moscow, Russia - Full Time
Skills Needed
Foreign Exchange, Capital Markets, Trade Lifecycle, Process Improvement, Risk Management, Client Relations, Operational Efficiency, Transaction Management, Discrepancy Resolution, Metrics, Transformational Leadership, Stakeholder Communication, Automation, Market Risk, Fx Products, Trade Confirmation
Specialization
Candidates should have at least 4 years of experience in the Capital Markets industry, with a strong focus on foreign exchange products. Knowledge of the end-to-end trade lifecycle and risk management is essential.
Experience Required
Minimum 5 year(s)
Institutional Investment Operations Associate-FX Settlements and Swift mess at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Operational Support, Customer Service, Cash Payments, Securities Settlement, Asset Servicing, General Ledger Reconciliation, Issue Resolution, Data Gathering, Collaboration, Judgment, Client Account Onboarding, Funding Operations, Custodial Operations, Structured Loan Operations, Isda Issues, Risk Management
Specialization
6+ months of Institutional Investment Operations experience is required. Equivalent experience can be demonstrated through work experience, training, military experience, or education.
Associate Loan Documentation Processor at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Loan Documentation, Customer Service, Administrative Tasks, Operational Tasks, Error Correction, Collaboration, Process Improvement, Data Review
Specialization
Candidates must have at least 6 months of experience in customer service, loan administration, collections, or sales environments. Equivalent experience through training, military experience, or education is also acceptable.
Due Diligence Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Due Diligence, Client Onboarding, Research, Background Investigations, Risk Mitigation, Financial Crime, Reputational Risks, Quality Control, Compliance, Regulatory Requirements, Communication, Team Collaboration, Problem Solving, Escalation, Client Interaction, Policy Adherence
Specialization
Candidates must have at least 2 years of Due Diligence experience or equivalent qualifications. This can be demonstrated through work experience, training, military experience, or education.
Experience Required
Minimum 2 year(s)
Teller 30 Hours Spanish Required - Spring at Wells Fargo
Spring, Texas, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Bilingual, Teamwork, Risk Management, Operational Efficiency, Relationship Building, Judgment, Technology Education, Fraud Prevention, Prioritization, Communication, Problem Solving, Professionalism, Community Engagement, Digital Solutions
Specialization
Candidates must have at least 6 months of customer interaction experience and be bilingual in Spanish and English. Desired qualifications include cash handling experience and the ability to educate customers on technology.
CSBB - Lead Operational Risk Officer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Operational Risk, Risk Management, Analytical Skills, Data Analysis, Microsoft Office, Team Collaboration, Problem Solving, Training Development, Consulting, Project Leadership, Risk Assessment, Compliance, Communication Skills, Risk Control, Visualization Tools, Change Management
Specialization
Candidates must have 5+ years of operational risk experience, particularly in Consumer & Small Business Banking. Strong analytical skills and the ability to manage multiple priorities in a fast-paced environment are essential.
Experience Required
Minimum 5 year(s)
CSBB - Lead Operational Risk Officer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Operational Risk, Risk Management, Analytical Skills, Data Analysis, Microsoft Office, Team Collaboration, Problem Solving, Training Development, Risk Assessment, Compliance, Project Leadership, Consulting, Change Management, Business Analysis, Communication Skills, Visualization Tools
Specialization
Candidates must have 5+ years of operational risk experience, particularly in Consumer & Small Business Banking. Strong analytical skills and the ability to manage multiple priorities in a fast-paced environment are essential.
Experience Required
Minimum 5 year(s)
Due Diligence Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Due Diligence, Client Onboarding, Research, Background Investigations, Risk Mitigation, Financial Crime, Reputational Risks, Quality Control, Regulatory Compliance, Risk Programs, Monitoring, Governance, Escalation, Sound Risk Decisions, Customer Relationships, Compliance
Specialization
Candidates must have at least 2 years of Due Diligence experience or equivalent qualifications. This can be demonstrated through work experience, training, military experience, or education.
Experience Required
Minimum 2 year(s)
Senior Quality Assurance Administrator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Quality Assurance, Commercial Banking, Wealth Management, Wholesale Lending Operations, Qa Tools, Effective Communication, Stakeholder Management, Control Procedures, Call Monitoring, Data Analysis, Audit Support, Cross Functional Collaboration, Queue Management, Sampling Methodologies, Reporting, Risk Management
Specialization
Candidates should have a strong understanding of Quality Assurance concepts and experience in Wholesale Lending Operations. Effective communication skills and the ability to prioritize QA reviews based on risk are essential.
Experience Required
Minimum 5 year(s)
Teller Part Time Bilingual Rye Brook Branch at Wells Fargo
Rye Brook, New York, United States - Full Time
Skills Needed
Customer Engagement, Teller Transactions, Digital Solutions, Operational Activities, Risk Minimization, Customer Support, Cash Handling, Fraud Prevention, Team Collaboration, Professionalism, Technology Education, Relationship Building, Judgment, Prioritization, Bilingual Proficiency, Military Experience
Specialization
The position requires 6+ months of customer interaction experience and bilingual proficiency in Spanish and English. Desired qualifications include cash handling experience and the ability to educate customers on technology.
Branch Operations Coordinator New Canaan at Wells Fargo
New Canaan, Connecticut, United States - Full Time
Skills Needed
Customer Service, Issue Resolution, Cash Handling, Operational Activities, Risk Management, Compliance, Relationship Building, Problem Solving, Team Motivation, Digital Solutions, Fraud Prevention, Bank Procedures, Scheduling, Communication, Judgment, Technology Education
Specialization
Candidates must have at least 2 years of customer service experience or equivalent. Desired qualifications include strong customer service skills, cash handling experience, and the ability to identify potential fraud.
Experience Required
Minimum 2 year(s)
Executive Director: Analytics Senior Manager (Global Payments & Liquidity) at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Analytics, Leadership, Sql, Python, Data Visualization, Machine Learning, Predictive Analytics, Risk Management, Data Governance, Agile Methodologies, Financial Services, Team Management, Strategic Planning, Collaboration, Business Intelligence, Automation
Specialization
Candidates must have 6+ years of analytics experience and 3+ years of management experience. A degree in a quantitative discipline is desired, along with expertise in treasury payment products and advanced analytics techniques.
Experience Required
Minimum 5 year(s)
Branch Manager Winston Salem District at Wells Fargo
Yadkinville, North Carolina, United States - Full Time
Skills Needed
Leadership, Coaching, Customer Engagement, Risk Management, Financial Services, Team Development, Operational Excellence, Relationship Building, Digital Banking, Compliance, Problem Solving, Performance Analysis, Adaptability, Collaboration, Community Engagement, Judgment
Specialization
Candidates must have at least 4 years of banking or financial services experience and 2 years of leadership experience. Desired qualifications include management experience, strong analytical skills, and knowledge of banking regulations.
Experience Required
Minimum 5 year(s)
Teller - Harbour Place at Wells Fargo
Jacksonville, Florida, United States - Full Time
Skills Needed
Customer Engagement, Cash Handling, Teamwork, Customer Service, Risk Management, Operational Efficiency, Relationship Building, Judgment, Technology Education, Fraud Prevention, Organization, Independence, Prioritization, Communication, Professionalism, Problem Solving
Specialization
Candidates must have at least 6 months of experience interacting with customers, with a focus on customer service and cash handling. Desired qualifications include the ability to educate customers on technology and identify potential fraud.
Portfolio Manager / Underwriter at Wells Fargo
New York, New York, United States - Full Time
Skills Needed
Secured Lending Underwriting, Credit Analysis, Financial Statement Analysis, Industry Analysis, Projection Modeling, Risk Assessment, Legal Documentation, Portfolio Management, Collaboration, Communication, Analytical Skills, Attention To Detail, Microsoft Office, Credit Policies, Due Diligence, Problem Solving
Specialization
Candidates must have at least 2 years of Secured Lending Underwriting experience or equivalent. Strong analytical skills, attention to detail, and effective communication abilities are essential.
Experience Required
Minimum 2 year(s)
Senior Valuations Coordinator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Collateral Operations, Financial Lending Documentation, Analytical Thinking, Attention To Detail, Borrowing Base Processes, Compliance Standards, Stakeholder Management, Excel, Powerpoint, Process Documentation, Workflow Optimization, Risk Frameworks, Communication Skills, Innovation, Accountability, Adaptability
Specialization
Candidates must have 4+ years of experience in valuations or lending, with strong analytical skills and the ability to interpret complex financial documents. Familiarity with Borrowing Base methodology and experience in collateral operations are preferred.
Experience Required
Minimum 5 year(s)
Due Diligence Coordinator at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Due Diligence, Client Onboarding, Research, Background Investigations, Risk Mitigation, Financial Crime, Regulatory Compliance, Quality Control, Communication, Problem Solving, Team Collaboration, Client Interaction, Policy Adherence, Escalation, Governance, Monitoring
Specialization
Candidates must have at least 2 years of Due Diligence experience or equivalent demonstrated through work experience, training, military experience, or education. The position requires effective communication and the ability to escalate non-routine questions to supervisors.
Experience Required
Minimum 2 year(s)
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