lead securities Operations representativeWells Fargo

Job Description : About this role: Wells Fargo is looking for a Lead Securities Operations Representative for Cash Management Service Desk team under Wealth and Investment Management group. In this role, you will: * Support overall effectivenes Job Description : About this role: Wells Fargo is looking for a Lead Securities Operations Representative for Cash Management Service Desk team under Wealth and Investment Management group. In this role, you will: Support overall effectiveness of the team according to plans, monitor daily securities, and cash related production work Supervise daily production activities and staff Guide others on complex production improvement efforts and address procedural impacts Provide back-up for all department functions while providing coaching and feedback to staff Prioritize work and provide daily leadership to teams Contribute to solving corporate governance and address compliance issues for the department Lead the implementation of new or revised processes and procedures Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications, International: Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Completed 2nd year in College (Bachelor's degree) or finished 2/3 year Associate degree course At least 2 years of experience as a Team Lead 6 years of working experience (voice support) in the BPO/Contact Center industry Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc) Job Expectations: Responsible for responding to escalated inquiries and complaints on the most complex products/services and/or from WFAs, CAs, Branch Managers Resolves the most complex escalation items such as: research of complex issues, inquiries and complaints from internal team members and clients Duties may include: communicating with other departments, onshore partners, managers or vendors to resolve customer issues team lead responsibilities including providing assistance to less experienced representatives providing one-on-one feedback, coaching and mentoring on performance, training on policies and procedures, new or enhanced services and/or procedural changes perform quality audits for the team recommend process improvements/projects Reviews data and reports trends to management Flexible work hours preferably night shift Primary Responsibilities: VOICE SUPPORT (Inbound): Cash Management: Assist Team Members on Brokerage asset movement requests submitted through Smart Station (Check deposit, check disbursement, wire transfer, wire request status, foreign draft, cashier check, deposit correction, stop payment) by educating them on how to submit the request and directing them to related Infomax story names. Assist Team Members in filling-out the Wire Letter of Authorization (form) based from the instructions given to them by the receiving bank. Verify the status of a Check Disbursement whether cashed, outstanding, or voided (stopped/staled). Locate check deposits that are sent through our Home Office address whether in St. Louis or Glen Allen, and all Incoming Wires sent to our client's brokerage accounts by reaching out to our escalation team (via Instant Message through Skype). Escalate team members' concerns to Cash Management Escalation by assigning the Agent Desktop Case to CLA_STL Cash Mgmt Esc to ensure that client needs and expectations are met. Brokerage Cash Services: View and interpret checking activities through Customer Information View Platform (CIV) to provide information on client's Brokerage Cash Services balances and related checking activities. Submit the following requests through CIV: - Debit Card Replacement whether as Lost/Stolen or Damaged. - TravelNotification to avoid debit card transaction declines when client is travelling inside or outside UnitedStates. - Stop Payment AMA: Single Checks, Check Range, and Pre- authorized debits. Submit the following requests through Hogan: - Pin replacement - Temporary block on debit cards Submit templates to [HIDDEN TEXT] for customer profile/relationship update, debit card level name and or address update per caller's instructions. Escalate team members' concerns to Cash Management Escalation by assigning the Agent Desktop Case to AOM_STL Command Esc to ensure that client needs and expectations are met. VOICE SUPPORT (Outbound) : Brokerage Cash Services: Call Harland Clarke for Specialty and Overnight Check orders. Call Account Opening and Maintenance to confirm that the required paperwork for additional check signer, and if it has been imaged or booked on file prior submitting Hogan Update (Customer Profile Update). Call Credit Margin to get an approval to process Mark-Ups to bypass the overnight batch processing and update transactions real time. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 US:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 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.
Monster

Philippines
Permanent
Full-time