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Due Diligence Associate at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Due Diligence, Risk Management, Client Service, Operations Support, Business Process Management, Regulatory Compliance, Financial Crimes, Customer Identification Program, Microsoft Office, Customer Relationships, Organizational Skills, Time Management, Research Skills, Analytical Skills, Training Skills, Project Management
Specialization
Candidates should have at least 6 months of due diligence experience or equivalent in risk management or client service. A university degree in business or a related discipline is desired, along with knowledge of regulatory compliance requirements.
Commercial Loan Closing Representative at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Commercial Loan Closing, Legal Documentation, Risk Evaluation, Document Review, Negotiation, Process Improvement, Team Interaction, Customer Interaction
Specialization
Candidates must have 2+ years of Commercial Loan Closing experience or equivalent demonstrated through work experience, training, military experience, or education. The position requires the ability to evaluate risks and devise strategies to mitigate documentation risk.
Experience Required
Minimum 2 year(s)
Branch Manager Wilkes Barre Scranton PA District at Wells Fargo
Dallas, Pennsylvania, United States - Full Time
Skills Needed
Leadership, Coaching, Customer Engagement, Risk Management, Team Development, Relationship Building, Digital Banking, Compliance, Financial Services, Problem Solving, Performance Analysis, Adaptability, Collaboration, Judgment, Critical Thinking, Community Engagement
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)
Senior Business Execution Administrator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Administrative Support, Business Support, Analytical Skills, Problem Solving, Customer Due Diligence, Financial Crimes Investigations, Bsa/Aml Programs, Time Management, Communication Skills, Office Suite Proficiency, Risk Management, Attention To Detail, Quality Assurance, Project Management, Process Improvement, Team Collaboration
Specialization
Candidates must have 4+ years of administrative or business support experience, with a strong preference for those with knowledge in AML and KYC. A bachelor's degree in business, finance, or economics is required, along with strong analytical skills and proficiency in Office Suite.
Experience Required
Minimum 5 year(s)
Branch Manager Streeterville NEW BUILD at Wells Fargo
Chicago, Illinois, United States - Full Time
Skills Needed
Leadership, Coaching, Customer Engagement, Relationship Building, Risk Management, Operational Excellence, Team Development, Digital Banking, Compliance, Financial Services, Problem Solving, Performance Analysis, Adaptability, Collaboration, Communication, Judgment
Specialization
Candidates must have at least 4 years of banking or financial services experience, with 2 years in a leadership role. Strong skills in team building, performance analysis, and customer relationship management are essential.
Experience Required
Minimum 5 year(s)
Teller Zephyr Cove at Wells Fargo
Zephyr Cove, Nevada, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Teamwork, Integrity, Professionalism, Risk Management, Fraud Prevention, Operational Efficiency, Relationship Building, Technology Education, Problem Solving, Prioritization, Judgment, Communication, Attention To Detail, Adaptability
Specialization
Candidates should have at least 6 months of experience interacting with customers, either through work, military, or education. A customer service focus and the ability to handle complex transactions are desired.
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.
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)
Personal Banker Allegheny Ave at Wells Fargo
Philadelphia, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Proactive Outreach, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Compliance, Problem Solving, Communication, Military Experience, Service Requests, Credit Applications, Digital Solutions, Risk Management
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 proactively with customers and foster strong relationships.
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)
Senior Content Strategy Lead, Corporate & Investment Banking at Wells Fargo
Washington, District of Columbia, United States - Full Time
Skills Needed
Content Marketing, Brand Building, Digital Marketing, User Experience, Data Analysis, Collaboration, Creative Presentation, Client Engagement, Thought Leadership, Strategic Initiatives, Multi Channel Marketing, Investment Banking, B2b Financial Services, Content Optimization, Qualitative Data, Quantitative Data
Specialization
Candidates must have 7+ years of experience in marketing, digital marketing, or digital platforms, with a focus on crafting brand-building content strategies for financial services. Desired qualifications include experience in optimizing content and mapping it to user intent.
Experience Required
Minimum 10 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)
Relationship Banker - Alexander City, AL at Wells Fargo
Alexander City, Alabama, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Problem Solving, Communication, Sales Development, Risk Management, Compliance, Financial Services, Digital Banking, Mentoring, Consultation, Customer Needs Assessment, Proactive Sourcing, Interpersonal Skills, Innovation
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in assessing customer needs. Desired qualifications include FINRA Series 6 and 63 certifications and strong communication skills.
Experience Required
Minimum 2 year(s)
Lead Quantitative Analytics Specialist at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Quantitative Analytics, Statistical Theory, Credit Risk, Operational Risk, Predictive Modeling, Statistical Analysis, Python, Sql, Sas, Problem Solving, Analytical Skills, Model Development, Model Validation, Regulatory Compliance, Communication Skills, Data Analysis
Specialization
Candidates must have 5+ years of quantitative analytics experience and a master's degree in a quantitative discipline. Strong programming skills in Python and SQL, along with experience in predictive modeling and regulatory compliance, are essential.
Experience Required
Minimum 10 year(s)
Personal Banker Southern Westchester at Wells Fargo
Ardsley, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving, Communication, Integrity, Professionalism, Financial Needs Assessment, Service Requests, Credit Applications, Community Engagement
Specialization
Candidates must have at least 6 months of customer interaction experience, with a focus on customer service and handling complex transactions. Desired qualifications include the ability to engage proactively with customers and build strong relationships.
Relationship Banker - Nashville, TN at Wells Fargo
Franklin, Tennessee, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Sales Development, Financial Services, Communication, Compliance, Risk Management, Digital Banking, Mentoring, Consultation, Customer Needs Assessment, Team Objectives, Proactive Approach, Interpersonal Skills, Investment Knowledge
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 certifications and strong communication skills.
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 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)
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)
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)
Due Diligence Associate at Wells Fargo
Bengaluru, karnataka, India -
Full Time

Start Date

Immediate

Expiry Date

25 Jan, 26

Salary

0.0

Posted On

27 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Due Diligence, Risk Management, Client Service, Operations Support, Business Process Management, Regulatory Compliance, Financial Crimes, Customer Identification Program, Microsoft Office, Customer Relationships, Organizational Skills, Time Management, Research Skills, Analytical Skills, Training Skills, Project Management

Industry

Financial Services

Description
About this role: Wells Fargo is seeking a Due Diligence Associate who conducts due diligence and investigations on commercial customers and their related parties (owners, board of directors, and chief level executives), as well as the bank high net value clients seeking to expand or establish new credit relationships. Primary due diligence and investigative responsibilities involve conducting comprehensive background investigations on individuals and business entities to identify and mitigate credit (willingness to pay), financial crimes, and reputational risk associated with existing lines of business portfolios and prospects while adhering to the Corporate BSA/AML policies. The components of the background investigation include, but are not limited to criminal and civil litigation, bankruptcies, judgments, and tax liens, corporate registration, adverse news, and the initiation of in-country investigations for high risk international customers. The Due Diligence Associate are expected to review and analyze investigations data from a suit of sources compiled in a data aggregator. The investigation findings will have a high degree of complexity and will require confirmation or a phase positive determination. Investigation results are summarized in an investigation summary report and delivered to the line of business that is managing or establishing the relationship In this role, you will: Conducts reviews of bank customers (individuals/entities), related parties (owners, board of directors, executives) and/or transactions that present a moderate degree of complexity and risk to determine appropriateness for Wells Fargo. Conducts comprehensive research and/or background investigations on individuals, entities, organizations or locations to identify and mitigate associated sanctions, credit, financial crime, and reputational risks and thoroughly documenting findings. Reviews and analyzes due diligence data from a variety of sources to determine overall risk. Screens customers, prospects and/or transactions against various regulatory reporting lists and regionally based sanctions watch lists. Evaluates risks to determine permissibility under sanctions, regulations and/or BSA/AML regulations. Works with high risk customers (e.g. casinos, MSBs, payment processors) to understand controls and activities. Provides appropriate direction to the line of business. Escalates confirmed sanctions alerts, PEP matches and other risks appropriately. Performs non-documentary Customer Identification Program on domestic customers in accordance with regulations and bank policy. Ensures compliance with guidelines set forth in federal/state anti-money laundering laws and regulations including the Bank Secrecy Act and various sanctions regulations, and in accordance with policy/procedures set by the bank. Prepares and submits regulatory reporting and requests. Consults with peers, line of business managers and other external parties regarding due diligence findings. Participates in moderate to complex project initiatives as the primary subject matter expert Develops/delivers procedures or training; or mentors Associates with less experience. Effectively manages work requests to meet performance expectations. Required Qualifications: 6+ months of Due Diligence experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: experience in risk (includes compliance, financial crimes, operational risk, audit, legal, credit risk, market risk) and a University degree in Business or related discipline Ability to take initiative and work independently with minimal supervision in a structured environment Ability to research, analyze, and determine a course of action for financial transactions Knowledge and understanding of regulatory compliance requirements surrounding USA PATRIOT Act and Anti Money Laundering (AML) requirements Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Ability to provide strong customer service and develop customer relationships Subject matter expert and Training skills Strong organizational and time management skills with the ability to manage multiple responsibilities and tasks simultaneously. Posting End Date: 9 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
Conduct comprehensive background investigations on individuals and business entities to identify and mitigate risks associated with credit, financial crimes, and reputational issues. Summarize investigation findings in reports for the line of business managing or establishing customer relationships.
Due Diligence Associate at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Due Diligence, Risk Management, Client Service, Operations Support, Business Process Management, Regulatory Compliance, Financial Crimes, Customer Identification Program, Microsoft Office, Customer Relationships, Organizational Skills, Time Management, Research Skills, Analytical Skills, Training Skills, Project Management
Specialization
Candidates should have at least 6 months of due diligence experience or equivalent in risk management or client service. A university degree in business or a related discipline is desired, along with knowledge of regulatory compliance requirements.
Commercial Loan Closing Representative at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Commercial Loan Closing, Legal Documentation, Risk Evaluation, Document Review, Negotiation, Process Improvement, Team Interaction, Customer Interaction
Specialization
Candidates must have 2+ years of Commercial Loan Closing experience or equivalent demonstrated through work experience, training, military experience, or education. The position requires the ability to evaluate risks and devise strategies to mitigate documentation risk.
Experience Required
Minimum 2 year(s)
Branch Manager Wilkes Barre Scranton PA District at Wells Fargo
Dallas, Pennsylvania, United States - Full Time
Skills Needed
Leadership, Coaching, Customer Engagement, Risk Management, Team Development, Relationship Building, Digital Banking, Compliance, Financial Services, Problem Solving, Performance Analysis, Adaptability, Collaboration, Judgment, Critical Thinking, Community Engagement
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)
Senior Business Execution Administrator at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Administrative Support, Business Support, Analytical Skills, Problem Solving, Customer Due Diligence, Financial Crimes Investigations, Bsa/Aml Programs, Time Management, Communication Skills, Office Suite Proficiency, Risk Management, Attention To Detail, Quality Assurance, Project Management, Process Improvement, Team Collaboration
Specialization
Candidates must have 4+ years of administrative or business support experience, with a strong preference for those with knowledge in AML and KYC. A bachelor's degree in business, finance, or economics is required, along with strong analytical skills and proficiency in Office Suite.
Experience Required
Minimum 5 year(s)
Branch Manager Streeterville NEW BUILD at Wells Fargo
Chicago, Illinois, United States - Full Time
Skills Needed
Leadership, Coaching, Customer Engagement, Relationship Building, Risk Management, Operational Excellence, Team Development, Digital Banking, Compliance, Financial Services, Problem Solving, Performance Analysis, Adaptability, Collaboration, Communication, Judgment
Specialization
Candidates must have at least 4 years of banking or financial services experience, with 2 years in a leadership role. Strong skills in team building, performance analysis, and customer relationship management are essential.
Experience Required
Minimum 5 year(s)
Teller Zephyr Cove at Wells Fargo
Zephyr Cove, Nevada, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Teamwork, Integrity, Professionalism, Risk Management, Fraud Prevention, Operational Efficiency, Relationship Building, Technology Education, Problem Solving, Prioritization, Judgment, Communication, Attention To Detail, Adaptability
Specialization
Candidates should have at least 6 months of experience interacting with customers, either through work, military, or education. A customer service focus and the ability to handle complex transactions are desired.
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.
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)
Personal Banker Allegheny Ave at Wells Fargo
Philadelphia, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Proactive Outreach, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Compliance, Problem Solving, Communication, Military Experience, Service Requests, Credit Applications, Digital Solutions, Risk Management
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 proactively with customers and foster strong relationships.
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)
Senior Content Strategy Lead, Corporate & Investment Banking at Wells Fargo
Washington, District of Columbia, United States - Full Time
Skills Needed
Content Marketing, Brand Building, Digital Marketing, User Experience, Data Analysis, Collaboration, Creative Presentation, Client Engagement, Thought Leadership, Strategic Initiatives, Multi Channel Marketing, Investment Banking, B2b Financial Services, Content Optimization, Qualitative Data, Quantitative Data
Specialization
Candidates must have 7+ years of experience in marketing, digital marketing, or digital platforms, with a focus on crafting brand-building content strategies for financial services. Desired qualifications include experience in optimizing content and mapping it to user intent.
Experience Required
Minimum 10 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)
Relationship Banker - Alexander City, AL at Wells Fargo
Alexander City, Alabama, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Products, Problem Solving, Communication, Sales Development, Risk Management, Compliance, Financial Services, Digital Banking, Mentoring, Consultation, Customer Needs Assessment, Proactive Sourcing, Interpersonal Skills, Innovation
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in assessing customer needs. Desired qualifications include FINRA Series 6 and 63 certifications and strong communication skills.
Experience Required
Minimum 2 year(s)
Lead Quantitative Analytics Specialist at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Quantitative Analytics, Statistical Theory, Credit Risk, Operational Risk, Predictive Modeling, Statistical Analysis, Python, Sql, Sas, Problem Solving, Analytical Skills, Model Development, Model Validation, Regulatory Compliance, Communication Skills, Data Analysis
Specialization
Candidates must have 5+ years of quantitative analytics experience and a master's degree in a quantitative discipline. Strong programming skills in Python and SQL, along with experience in predictive modeling and regulatory compliance, are essential.
Experience Required
Minimum 10 year(s)
Personal Banker Southern Westchester at Wells Fargo
Ardsley, New York, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Proactive Outreach, Bank Products Knowledge, Team Collaboration, Fraud Prevention, Technology Education, Cash Handling, Problem Solving, Communication, Integrity, Professionalism, Financial Needs Assessment, Service Requests, Credit Applications, Community Engagement
Specialization
Candidates must have at least 6 months of customer interaction experience, with a focus on customer service and handling complex transactions. Desired qualifications include the ability to engage proactively with customers and build strong relationships.
Relationship Banker - Nashville, TN at Wells Fargo
Franklin, Tennessee, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Sales Development, Financial Services, Communication, Compliance, Risk Management, Digital Banking, Mentoring, Consultation, Customer Needs Assessment, Team Objectives, Proactive Approach, Interpersonal Skills, Investment Knowledge
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 certifications and strong communication skills.
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 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)
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)
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)