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Operations Processor 3 - Centralized Account Opening Team

at Wells Fargo

Posted: 10/2/2019
Job Reference #: 13560124
Keywords: operations

Job Description

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally.  Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital.  We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Commercial Banking delivers a comprehensive suite of products and industry expertise to serve the diverse financial needs of companies with annual sales typically ranging from $5 million to $2 billion. As a leader in serving commercial customers, Wells Fargo offers financial services including credit and treasury management solutions as well as specialized expertise across industries including Technology, Food, Beverage & Agribusiness, Investor Real Estate and Government.
Join the newly created Centralized Deposit Account Open team (CDAO) which is expanding to support the account open needs of Commercial Banking relationship team members and customers. This role will be responsible for performing a variety of operational tasks for the most complex processes or functions. Requires taking accountability for entire process from receipt of work to resolution and closure. Tasks require coordination of information among various operational areas and customers while using multiple online systems. Duties may include: receiving and reviewing incoming work, contacting appropriate resources as needed; entering transactions online, verifying accuracy; resolving complex customer issues using multiple resources and records; preparing, editing, distributing, and/or correcting specialized and/or complex documents. Works under general supervision following established procedures while exercising some judgment within guidelines. Considered a subject matter expert on operational issues related to process or function. Acts as escalation point for less senior processors for complex issues or transactions, providing training and support as needed.

This role will be responsible for performing all required duties associated with the centralized deposit account open process for Commercial Banking.  Specific responsibilities will include (but are not limited to):
Successfully executing deposit account open requests received from Commercial Banking relationship team members.
*  Front line collaboration
o Will serve as a single point of contact with the BBG, MMB, and GIB relationship teams (bankers/business associates, relationship managers/relationship associates) to ensure effective, efficient and accurate deposit account opening
o Strong communication skills (verbal and written) are required for all interactions
o Will provide excellent customer service for front line team members with a commitment to timely follow-up
*  Request prescreen (Business and Wholesale deposit accounts)
o Review account open information provided by relationship team members for accuracy and completeness
o Ensure legal entity has been successfully on-boarded in Cornerstone prior to initiation of account opening tasks
*  Business deposit account opening
o Fulfill account open requests received by Commercial Banking team members in Online Forms (OLF)
o Perform tasks associated with account open error-free
o Upload appropriate documents to Deposit Imaging Process Redesign (DIPR)
*  Wholesale deposit account opening
o Serve as a liaison between Treasury Management Implementations (TMI) and Commercial Banking relationship team for Wholesale account open requests
o Engage TMI as needed to process Wholesale requests
*  Quality Control (Business and Wholesale deposit accounts)
o Partner with Financial Crimes team and Deposit Product Support Services (DPSS) as needed to resolve discrepancies or errors
o Review and verify all documentation to ensure completeness and accuracy
o Ensure work request is completed accurately and in accordance with documented SLAs

Team members 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.

Hours: Flexibility between 8:00am - 6:00pm
***Work schedule subject to change based on business need.

***Important Reminder When Applying: Based on the volume of applications received, this job posting may be removed prior to the indicated close date.

Required Qualifications

  • 3+ years of operations experience

Desired Qualifications

  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to independently provide summary and recommendations on operational data
  • Basic Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Business banking experience
  • Knowledge and understanding of business banking products, policies, and procedures; within a call center environment
  • Deposit products experience
  • Experience using business knowledge and critical thinking

Other Desired Qualifications
  • Strong analytical skills with high attention to detail and accuracy.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to independently provide summary and recommendations on operational data.
  • Basic Microsoft Office skills.
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Street Address

AZ-Tempe: 1150 W Washington St - Tempe, AZ


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!