Processes client maintenance and treasury management implementation requests, validates customer and access data, prepares operational reports and forms, coordinates timelines with internal teams, vendors, sales partners, and clients, monitors service levels, resolves issues, conducts post-implementation reviews, and supports process improvements in an onsite, rotating-shift environment.
About this role:
Wells Fargo is seeking an Operations Processor to support client maintenance activities and the implementation of treasury management products and services. In this role, you will review, validate, and process requests for existing and new clients, including granting access to products and services, ensuring customer information is accurately captured, and supporting timely implementations. You will partner with customer service representatives, relationship managers, sales teams, vendors, and clients to coordinate requests, manage implementation timelines, and deliver a high-quality client experience. The ideal candidate must have strong analytical skills, exceptional attention to detail, and proven experience working in deadline-driven environments while meeting service level requirements.
In this role, you will:
29 Sep 2026
*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 is seeking an Operations Processor to support client maintenance activities and the implementation of treasury management products and services. In this role, you will review, validate, and process requests for existing and new clients, including granting access to products and services, ensuring customer information is accurately captured, and supporting timely implementations. You will partner with customer service representatives, relationship managers, sales teams, vendors, and clients to coordinate requests, manage implementation timelines, and deliver a high-quality client experience. The ideal candidate must have strong analytical skills, exceptional attention to detail, and proven experience working in deadline-driven environments while meeting service level requirements.
In this role, you will:
- Perform moderately complex operations duties in support of either a service center or department environment
- Require considerable knowledge of company personnel policies and practices
- Collect data and prepare related operational reports
- Prepare input forms for automated data processing system
- Utilize the company's internal operations to perform duties
- Coordinate projects
- Furnish information to authorized persons
- Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation
- 1+ year of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 1+ year of back-office operations experience in a BPO, shared services, financial services, or operations environment.
- Completed at least two (2) years of college education in any field with no back subjects.
- Experience in Quality Assurance (QA), Quality Control, Audit, Compliance Review, or Process Validation.
- Experience in banking operations, financial services, or back-office processing environments is preferred.
- Strong knowledge of Microsoft Office applications, including Outlook, Excel, Word, and SharePoint.
- Preferably advanced proficiency in Microsoft Excel.
- Strong attention to detail and commitment to accuracy.
- Excellent written and verbal communication skills.
- Demonstrated organizational and prioritization skills.
- Proven ability to work within established SLAs and turnaround times (TATs), manage competing priorities, and consistently meet deadlines.
- Provide maintenance and implementation support for moderately complex treasury management products and services.
- Coordinate with customer service representatives and internal partners to support customer requests and ensure timely completion of implementations.
- Review, validate, and accurately capture customer implementation data while ensuring systems and access requests are processed correctly.
- Communicate product dependencies, monitor implementation timelines, and support issue resolution as needed.
- Serve as a liaison among clients, sales partners, vendors, Relationship Managers, and client service teams to deliver quality service and meet client needs.
- Conduct post-implementation reviews and support continuous process improvement initiatives when applicable.
- Work Schedule: Quarterly rotating mid-shift and night-shift schedule; weekends off (Saturday and Sunday); observes US holidays; onsite work arrangement at Five/Neo, BGC, Taguig.
29 Sep 2026
*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.
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