Level

Wells Fargo

Senior Operations Processor

Wells Fargo is hiring a Senior 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 allows some remote work.
  • Tools and skills the posting cites include Excel, Microsoft Office and cash management.
  • Level lists 1,500+ other open roles at Wells Fargo.
  • The role was posted in the last few days.

AI in this role

Process cash disbursements, reconcile accounts, and resolve bank account issues within the cash management operations group.

excelmicrosoft-office
cash-managementreconciliationaccountingdata-entryresearch

About this Role

Wells Fargo is seeking a Senior Operations Processor to join the Cash Management Operations Group within the Wholesale Lending Operations. Learn more about career areas and lines of business at wellsfargojobs.com.


Responsibilities

  • Process cash disbursements to customer accounts, including accounts payable, balances, and reconciliation-related transactions, with a focus on accuracy and timeliness.
  • Research customers’ accounts and process refunds based on the request details.
  • Research, resolve, and remediate bank account issues and related activity across multiple systems.
  • Build knowledge of cash disbursement processes that support partner teams across Cash Management Operations.
  • Support escheatment activities by researching funds, coordinating fund movement, and partnering with multiple lines of business.
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve team goals
  • Receive direction from leaders while independently managing assigned responsibilities and priorities

Required Qualifications:

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

Desired Qualifications:

  • Experience with automatic payment processing
  • 2+ years of accounting experience, accounts receivable or accounts payable
  • Experience in a financial operations environment
  • Customer service experience preferred
  • Structure of accounts experience preferred
  • Data entry experience preferred
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • 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 (advance) excel pivot tables

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • Candidate must be based out of posted location
  • This position offers a hybrid work schedule
  • Relocation assistance is not available for this position
  • Ability to work additional hours as needed

Posting Location:

  • DES MOINES, IA
  • CHARLOTTE, NC

Posting End Date: 

29 Oct 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

Senior 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

Cash ManagementReconciliationAccountingData EntryResearchExcelMicrosoft Office

Questions you could be asked

  1. Tell me about a project where cash management was part of your work. What did you do?
  2. Tell me about a project where reconciliation was part of your work. What did you do?
  3. Tell me about a project where accounting was part of your work. What did you do?
  4. Tell me about a project where data entry was part of your work. What did you do?
  5. Tell me about a project where research was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Cash Management, Reconciliation, Accounting, Data Entry, and Research. 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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