Level

Wells Fargo

Operations Processor

Wells Fargo is hiring an Operations Processor. Level rates it ; you can apply on Wells Fargo.

Level's read on this job

  • Level rates this role Little AI ●○○○: aI is not part of the work.
  • The posting mentions Microsoft Excel, operations support and treasury management among its tools and skills.
  • Level classes it as a mid-level role.
  • Wells Fargo has 1,600+ other open roles on Level.

AI in this role

Perform operations duties and support treasury management products and services at Wells Fargo.

microsoft-excel
operations-supporttreasury-managementdata-collectionquality-assurance

About this role:

Wells Fargo is seeking a Operations Processor. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.

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


Required Qualifications:

  • 1+ year of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • At least two (2) years of college education, preferably Banking & Finance, Business related course

  • Over ( 2 ) years' professional experience in the Financial Services

  • Preferably with strong knowledge in MS Excel and its advance features

  • Preferably with professional experience in QA tasks or function

  • Strong written and verbal English communication skills


Job Expectations:

  • Applicants must be amenable to work full-time onsite.

  • Applicants must be amenable to work on shifting (mid, night shift)

  • Applicants must be amenable to work during PHL holiday

  • Provides maintenance and implementation support for moderately complex treasury management products and services.

  • Coordinates with customer service representatives regarding submitted customer requests.

  • Ensures customer implementation data is accurately captured/recorded, and systems are correctly installed.

  • Communicates product dependencies and establishes timeline for implementation.

  • Acts as a liaison between the client, sales officers, vendors, Relationship Managers and client services as needed to deliver quality services that meet client needs.

  • May perform post implementation analysis.

Posting End Date: 

30 Dec 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.

How we rate this

Operations Processor at Wells Fargo rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Operations SupportTreasury ManagementData CollectionQuality AssuranceMicrosoft Excel

Questions you could be asked

  1. Tell me about a project where operations support was part of your work. What did you do?
  2. Tell me about a project where treasury management was part of your work. What did you do?
  3. Tell me about a project where data collection was part of your work. What did you do?
  4. Tell me about a project where quality assurance was part of your work. What did you do?
  5. Walk me through how you've used Microsoft Excel in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Operations Support, Treasury Management, Data Collection, Quality Assurance, and Microsoft Excel. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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