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Custom Lending Leader at Wells Fargo
Los Angeles, California, United States - Full Time
Skills Needed
Wealth Custom Lending, Management, Lending Solutions, Client Relationship Management, Credit Analysis, Risk Assessment, Interpersonal Skills, Communication Skills, Advisory Skills, Lending Strategies, Talent Development, Regulatory Compliance, Market Opportunities, Team Development, Collaboration, Innovative Solutions
Specialization
Candidates must have 8+ years of Wealth Custom Lending experience and 4+ years of management or leadership experience. A bachelor's degree in business, finance, economics, or a related field is required, along with advanced certifications in lending or credit analysis.
Experience Required
Minimum 10 year(s)
Personal Banker Roanoke Area at Wells Fargo
Salem, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to engage customers proactively and build strong relationships with internal partners.
Senior Premier Banker-Mainline at Wells Fargo
Haverford, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Financial Consultation, Sales Practices, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Mentoring, Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Senior Quality Assurance Administrator at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Quality Assurance, Compliance, Risk Assessment, Training, Coaching, Financial Statement Analysis, Accounting, Documentation Review, Process Review, Team Collaboration, Performance Tracking, Scoring Guidance, Calibration, Deficiency Identification, Escalation, Database Development
Specialization
Candidates must have 4+ years of Quality Assurance experience or equivalent. A strong background in Financial Statement Analysis and Accounting is desired.
Experience Required
Minimum 5 year(s)
Associate Relationship Manager at Wells Fargo
Irving, Texas, United States - Full Time
Skills Needed
Commercial Banking, Relationship Management, Credit Underwriting, Financial Analysis, Communication Skills, Time Management, Problem Solving, Risk Management, Microsoft Office, Sales Skills, Client Relationship, Financial Statements, Organizational Skills, Decision Making, Initiative, Collaboration
Specialization
Candidates should have at least 2 years of experience in Commercial Banking Relationship Management or Credit Underwriting. A bachelor's degree in finance, accounting, or a related field is preferred, along with strong communication and analytical skills.
Experience Required
Minimum 2 year(s)
Securities Operations Associate for Check Processing at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Securities Operations, Client Account Onboarding, Cash Payments, Customer Service, Funding Operations, Custodial Operations, Securities Settlement Services, Structured Loan Operations, General Ledger Reconciliation, Research, Process Improvement, Issue Resolution, Collaboration, Data Gathering, Operational Tasks, Risk Management
Specialization
Candidates must have at least 6 months of Securities Operations experience or equivalent. Desired qualifications include experience in Banking and Finance, a back-office background, and a willingness to work a permanent night shift schedule.
Principal Engineer - AI Engineering at Wells Fargo
Concord, California, United States - Full Time
Skills Needed
Ai Engineering, Machine Learning, Data Engineering, Generative Ai, Rag Pipelines, Agentic Ai Systems, Infrastructure As Code, Cloud Platforms, Automation Solutions, Model Lifecycle Management, Programming, Mentorship, Cross Functional Collaboration, Technical Leadership, Predictive Ai, Cloud Migration
Specialization
Candidates must have at least 7 years of engineering experience and 5 years of hands-on programming experience in languages such as Java or Python. Experience with cloud platforms and AI solutions is also required.
Experience Required
Minimum 10 year(s)
Digital Product Manager - CMS Publishing at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Digital Product Management, Content Management Systems, Html, Xhtml, Css, Accessibility Standards, Json, Xml, Xsl, Web Publishing, Office365, Sharepoint, Jira, Analytical Skills, Project Management, Customer Service
Specialization
Candidates should have 4+ years of digital product management experience and familiarity with enterprise CMS like SDL Tridion. Proficiency in HTML and knowledge of web content lifecycles are also required.
Experience Required
Minimum 5 year(s)
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)
Securities Operations Associate at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Securities Operations, Process Improvements, Client Account Onboarding, Cash Payments, Customer Service, Funding Operations, Custodial Operations, Securities Settlement Services, General Ledger Reconciliation, Trade Lifecycle Knowledge, Communication, Collaboration, Regulatory Awareness, Compliance Awareness
Specialization
Candidates must have 6+ months of Securities Operations experience or equivalent demonstrated through work experience, training, military experience, or education. Desired qualifications include trade lifecycle knowledge and the ability to communicate clearly with clients and stakeholders.
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)
Supervisory Control Specialist at Wells Fargo
St. Louis, Missouri, United States - Full Time
Skills Needed
Supervisory Control, Risk Management, Negotiation Skills, Microsoft Office, Communication Skills, Attention To Detail, Time Management, Research Skills, Data Analysis, Conflict Management, Decision Making Skills, Independent Judgment, Process Improvement, Regulatory Compliance, Financial Analysis, Team Collaboration
Specialization
Candidates must have 2+ years of relevant experience in supervisory control or risk management, along with successful completion of FINRA Series 7 and 63 examinations. Strong negotiation, communication, and analytical skills are desired, along with the ability to work independently and manage multiple projects.
Experience Required
Minimum 2 year(s)
Supervisory Control Specialist at Wells Fargo
St. Louis, Missouri, United States - Full Time
Skills Needed
Supervisory Control, Risk Management, Negotiation Skills, Microsoft Office, Verbal Communication, Written Communication, Interpersonal Communication, Attention To Detail, Time Management, Research Skills, Documentation Skills, Data Analysis, Conflict Management, Decision Making Skills
Specialization
Candidates must have 2+ years of relevant experience in Supervisory Control or Risk Management, along with successful completion of FINRA Series 7 and 63 examinations. Strong negotiation, communication, and analytical skills are desired, along with the ability to work independently and manage multiple projects.
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)
Senior Compliance Specialist at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Compliance, Risk Management, Regulatory Requirements, Policy Interpretation, Process Improvement, Consulting, Monitoring, Oversight, Corrective Action Plans, Subject Matter Expertise, Collaboration, Escalation, Business Acumen, Governance, Reporting, Problem Solving
Specialization
Candidates must have 4+ years of compliance experience or equivalent. A combination of work experience, training, military experience, or education is acceptable.
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, 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)
Relationship Banker Northeast Houston District at Wells Fargo
New Caney, Texas, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Problem Solving, Communication, Sales Development, Compliance, Risk Management, Mentoring, Financial Consultation, Digital Banking, Team Objectives, Customer Needs Assessment, Proactive Approach, Interpersonal Skills, Technology Education
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of assessing customer needs. Desired qualifications include FINRA Series 6 and 63 examinations and strong communication skills.
Experience Required
Minimum 2 year(s)
Branch Manager-Inverness at Wells Fargo
Crystal River, Florida, United States - Full Time
Skills Needed
Leadership, Coaching, Customer Engagement, Team Development, Risk Management, Compliance, Digital Banking, Relationship Building, Performance Analysis, Problem Solving, Financial Services, Operational Excellence, Adaptability, Collaboration, Critical Thinking, Talent Development
Specialization
Candidates must have at least 4 years of banking or financial services experience, with 2 years in a leadership role. Desired qualifications include management experience, strong analytical skills, and knowledge of banking regulations.
Experience Required
Minimum 5 year(s)
Finance - Senior Lead Operational Risk Officer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Operational Risk, Risk Management, Compliance, Audit, Credit Risk, Market Risk, Liquidity Risk, Interest Rate Risk, Finance Functions, Leadership, Communication Skills, Analytical Skills, Microsoft Office, Artificial Intelligence Tools, Problem Solving, Team Collaboration, Data Analysis
Specialization
Candidates must have 7+ years of operational risk experience and strong knowledge of risk management across various domains. Desired qualifications include industry certifications and strong interpersonal skills to influence and negotiate with stakeholders.
Experience Required
Minimum 5 year(s)
Branch Operations Coordinator - University Place, WA at Wells Fargo
University Place, Washington, United States - Full Time
Skills Needed
Customer Service, Issue Resolution, Cash Handling, Fraud Prevention, Risk Management, Operational Support, Relationship Building, Technology Education, Compliance Knowledge, Team Motivation, Problem Solving, Judgment, Organization, Independence, Professionalism, Communication
Specialization
Candidates must have 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)
Custom Lending Leader at Wells Fargo
Los Angeles, California, United States -
Full Time

Start Date

Immediate

Expiry Date

21 Feb, 26

Salary

420000.0

Posted On

23 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Wealth Custom Lending, Management, Lending Solutions, Client Relationship Management, Credit Analysis, Risk Assessment, Interpersonal Skills, Communication Skills, Advisory Skills, Lending Strategies, Talent Development, Regulatory Compliance, Market Opportunities, Team Development, Collaboration, Innovative Solutions

Industry

Financial Services

Description
Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. About this role: Wells Fargo Banking and Credit Solutions group within BL&T is seeking a Manager of Wealth Custom Lending to lead a team of Custom Credit Bankers in our Western Markets focused on delivering sophisticated lending solutions for high-net-worth clients. With a core emphasis on driving lending growth, this leader will work closely with financial advisors to proactively source new lending opportunities and expand the business’s portfolio. The manager is responsible for preparing and presenting proposals to credit decision makers, guiding deals through the credit process, and serving as a champion for both clients and the team’s lending objectives. In this role, you will: Lead and develop a team of lending professionals, fostering deep expertise in custom credit structures and innovative client solutions. Collaborate extensively with Bankers, financial advisors and other partners to identify, develop, and source new lending opportunities, expanding relationships with both existing and prospective clients. Develop strategies and initiatives to drive lending business growth, continually seeking avenues to increase lending volume and market share. Shepherd deals through the credit approval process and advocate for optimal outcomes for both clients and the organization. Refine and implement lending policies, frameworks, and best practices that encourage innovative client solutions and robust risk controls. Identify and act on opportunities to enhance the team's lending capabilities and client offerings. Build and sustain strong partnerships with financial advisors, clients, internal partners, and credit decision makers, serving as the primary liaison to advance lending opportunities through the pipeline. Coach team members on advanced lending practices, credit presentation, and client relationship management. Ensure all lending activities comply with internal policies and regulatory requirements, even without direct credit authority. Monitor relevant regulatory changes and industry trends to keep the team’s lending strategies current and compliant. Required Qualifications: 8+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 4+ years of management or leadership experience Desired Qualifications: Demonstrated ability to drive new lending business and capitalize on market opportunities. Ability to develop and deliver lending solutions tailored to unique client needs and objectives. Identify market opportunities and shape team strategy for sustained lending growth. Experience with complex collateral, cross-border lending, or emerging lending technologies. Deep knowledge of lending products, credit analysis, risk assessment, and relationship management for high-net-worth clients. Strong interpersonal, communication, and advisory skills, with the ability to present to and influence decision makers. Experience developing lending strategies and presenting complex deals for approval. Commitment to talent development and client service excellence. Bachelor’s degree or higher in business, finance, economics, or a related field. Advanced certifications in lending, credit analysis, or private banking. FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Job Expectations: Ability to travel to throughout West Coast Markets regularly FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. 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. Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Location: Los Angeles Other West Coast Market locations may be considered Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $250,000.00 - $420,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 8 Dec 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. 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
Lead and develop a team of Custom Credit Bankers to deliver sophisticated lending solutions for high-net-worth clients. Collaborate with financial advisors to source new lending opportunities and expand the business’s portfolio.
Custom Lending Leader at Wells Fargo
Los Angeles, California, United States - Full Time
Skills Needed
Wealth Custom Lending, Management, Lending Solutions, Client Relationship Management, Credit Analysis, Risk Assessment, Interpersonal Skills, Communication Skills, Advisory Skills, Lending Strategies, Talent Development, Regulatory Compliance, Market Opportunities, Team Development, Collaboration, Innovative Solutions
Specialization
Candidates must have 8+ years of Wealth Custom Lending experience and 4+ years of management or leadership experience. A bachelor's degree in business, finance, economics, or a related field is required, along with advanced certifications in lending or credit analysis.
Experience Required
Minimum 10 year(s)
Personal Banker Roanoke Area at Wells Fargo
Salem, Virginia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Integrity, Professionalism
Specialization
Candidates must have at least 6 months of customer interaction experience and demonstrate a customer service focus. Desired qualifications include the ability to engage customers proactively and build strong relationships with internal partners.
Senior Premier Banker-Mainline at Wells Fargo
Haverford, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Risk Management, Compliance, Communication, Financial Consultation, Sales Practices, Problem Solving, Team Collaboration, Client Needs Assessment, Investment Services, Mortgage Services, Business Acumen, Mentoring, Coaching
Specialization
Candidates must have at least 4 years of customer service experience and 3 years of experience in building customer relationships. Desired qualifications include financial services experience and successful completion of relevant licensing exams.
Experience Required
Minimum 5 year(s)
Senior Quality Assurance Administrator at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Quality Assurance, Compliance, Risk Assessment, Training, Coaching, Financial Statement Analysis, Accounting, Documentation Review, Process Review, Team Collaboration, Performance Tracking, Scoring Guidance, Calibration, Deficiency Identification, Escalation, Database Development
Specialization
Candidates must have 4+ years of Quality Assurance experience or equivalent. A strong background in Financial Statement Analysis and Accounting is desired.
Experience Required
Minimum 5 year(s)
Associate Relationship Manager at Wells Fargo
Irving, Texas, United States - Full Time
Skills Needed
Commercial Banking, Relationship Management, Credit Underwriting, Financial Analysis, Communication Skills, Time Management, Problem Solving, Risk Management, Microsoft Office, Sales Skills, Client Relationship, Financial Statements, Organizational Skills, Decision Making, Initiative, Collaboration
Specialization
Candidates should have at least 2 years of experience in Commercial Banking Relationship Management or Credit Underwriting. A bachelor's degree in finance, accounting, or a related field is preferred, along with strong communication and analytical skills.
Experience Required
Minimum 2 year(s)
Securities Operations Associate for Check Processing at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Securities Operations, Client Account Onboarding, Cash Payments, Customer Service, Funding Operations, Custodial Operations, Securities Settlement Services, Structured Loan Operations, General Ledger Reconciliation, Research, Process Improvement, Issue Resolution, Collaboration, Data Gathering, Operational Tasks, Risk Management
Specialization
Candidates must have at least 6 months of Securities Operations experience or equivalent. Desired qualifications include experience in Banking and Finance, a back-office background, and a willingness to work a permanent night shift schedule.
Principal Engineer - AI Engineering at Wells Fargo
Concord, California, United States - Full Time
Skills Needed
Ai Engineering, Machine Learning, Data Engineering, Generative Ai, Rag Pipelines, Agentic Ai Systems, Infrastructure As Code, Cloud Platforms, Automation Solutions, Model Lifecycle Management, Programming, Mentorship, Cross Functional Collaboration, Technical Leadership, Predictive Ai, Cloud Migration
Specialization
Candidates must have at least 7 years of engineering experience and 5 years of hands-on programming experience in languages such as Java or Python. Experience with cloud platforms and AI solutions is also required.
Experience Required
Minimum 10 year(s)
Digital Product Manager - CMS Publishing at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Digital Product Management, Content Management Systems, Html, Xhtml, Css, Accessibility Standards, Json, Xml, Xsl, Web Publishing, Office365, Sharepoint, Jira, Analytical Skills, Project Management, Customer Service
Specialization
Candidates should have 4+ years of digital product management experience and familiarity with enterprise CMS like SDL Tridion. Proficiency in HTML and knowledge of web content lifecycles are also required.
Experience Required
Minimum 5 year(s)
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)
Securities Operations Associate at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Securities Operations, Process Improvements, Client Account Onboarding, Cash Payments, Customer Service, Funding Operations, Custodial Operations, Securities Settlement Services, General Ledger Reconciliation, Trade Lifecycle Knowledge, Communication, Collaboration, Regulatory Awareness, Compliance Awareness
Specialization
Candidates must have 6+ months of Securities Operations experience or equivalent demonstrated through work experience, training, military experience, or education. Desired qualifications include trade lifecycle knowledge and the ability to communicate clearly with clients and stakeholders.
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)
Supervisory Control Specialist at Wells Fargo
St. Louis, Missouri, United States - Full Time
Skills Needed
Supervisory Control, Risk Management, Negotiation Skills, Microsoft Office, Communication Skills, Attention To Detail, Time Management, Research Skills, Data Analysis, Conflict Management, Decision Making Skills, Independent Judgment, Process Improvement, Regulatory Compliance, Financial Analysis, Team Collaboration
Specialization
Candidates must have 2+ years of relevant experience in supervisory control or risk management, along with successful completion of FINRA Series 7 and 63 examinations. Strong negotiation, communication, and analytical skills are desired, along with the ability to work independently and manage multiple projects.
Experience Required
Minimum 2 year(s)
Supervisory Control Specialist at Wells Fargo
St. Louis, Missouri, United States - Full Time
Skills Needed
Supervisory Control, Risk Management, Negotiation Skills, Microsoft Office, Verbal Communication, Written Communication, Interpersonal Communication, Attention To Detail, Time Management, Research Skills, Documentation Skills, Data Analysis, Conflict Management, Decision Making Skills
Specialization
Candidates must have 2+ years of relevant experience in Supervisory Control or Risk Management, along with successful completion of FINRA Series 7 and 63 examinations. Strong negotiation, communication, and analytical skills are desired, along with the ability to work independently and manage multiple projects.
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)
Senior Compliance Specialist at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Compliance, Risk Management, Regulatory Requirements, Policy Interpretation, Process Improvement, Consulting, Monitoring, Oversight, Corrective Action Plans, Subject Matter Expertise, Collaboration, Escalation, Business Acumen, Governance, Reporting, Problem Solving
Specialization
Candidates must have 4+ years of compliance experience or equivalent. A combination of work experience, training, military experience, or education is acceptable.
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, 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)
Relationship Banker Northeast Houston District at Wells Fargo
New Caney, Texas, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Problem Solving, Communication, Sales Development, Compliance, Risk Management, Mentoring, Financial Consultation, Digital Banking, Team Objectives, Customer Needs Assessment, Proactive Approach, Interpersonal Skills, Technology Education
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of assessing customer needs. Desired qualifications include FINRA Series 6 and 63 examinations and strong communication skills.
Experience Required
Minimum 2 year(s)
Branch Manager-Inverness at Wells Fargo
Crystal River, Florida, United States - Full Time
Skills Needed
Leadership, Coaching, Customer Engagement, Team Development, Risk Management, Compliance, Digital Banking, Relationship Building, Performance Analysis, Problem Solving, Financial Services, Operational Excellence, Adaptability, Collaboration, Critical Thinking, Talent Development
Specialization
Candidates must have at least 4 years of banking or financial services experience, with 2 years in a leadership role. Desired qualifications include management experience, strong analytical skills, and knowledge of banking regulations.
Experience Required
Minimum 5 year(s)
Finance - Senior Lead Operational Risk Officer at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Operational Risk, Risk Management, Compliance, Audit, Credit Risk, Market Risk, Liquidity Risk, Interest Rate Risk, Finance Functions, Leadership, Communication Skills, Analytical Skills, Microsoft Office, Artificial Intelligence Tools, Problem Solving, Team Collaboration, Data Analysis
Specialization
Candidates must have 7+ years of operational risk experience and strong knowledge of risk management across various domains. Desired qualifications include industry certifications and strong interpersonal skills to influence and negotiate with stakeholders.
Experience Required
Minimum 5 year(s)
Branch Operations Coordinator - University Place, WA at Wells Fargo
University Place, Washington, United States - Full Time
Skills Needed
Customer Service, Issue Resolution, Cash Handling, Fraud Prevention, Risk Management, Operational Support, Relationship Building, Technology Education, Compliance Knowledge, Team Motivation, Problem Solving, Judgment, Organization, Independence, Professionalism, Communication
Specialization
Candidates must have 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)