Operations analyst 2Wells Fargo
Workplace: MetroManila, Manila
Salary: Agreement
Work form: Full time
Posting Date: 12/11/2025
Deadline: 16/02/2021
About Wells Fargo India & Philippines
Wells Fargo India & Philippines (WFI&P) enables global talent capabilities for Wells Fargo & Company, by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. WFI&P operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WFI&P at our .
Department Overview
Wholesale Operations within WFIP supports the Commercial Banking (CB) and Corporate & Investment Banking (CIB) businesses across number of key operational activities covering the entire client life cycle. The function sits under the CB/CIB business vertical with in WFIP and undertakes variety of operation - Lending operations, Trade Finance operations, Treasury Management and Payment solutions, International payments and Financial Crime Ops. The operations covers all stages of client lifecycle including onboarding and ongoing maintenance and involves deal closing, financial statement spread, cash management, account onboarding & management, customer service, collateral management, documents preparation & management and collections. These operations support all of Commercial Banking business i.e. Business Banking Group, Middle Market, Commercial Capital, Trade Finance, Treasury Management and Payments Solutions.
About the Role
Internally known as Operations Analyst 2, this role is responsible for liaising customer inquiries related to their payments to their outstanding accounts and ensure closure and resolution; involves researching and investigation to resolve clients' inquiries and coordination with internal stakeholders and customers.
Junior Analyst will perform simple to moderately complex transactions and escalate any issues or potential risk to senior team member or SME.
Responsibilities
Serves as Operational Relationship Manager for clients within their portfolio
Review and correct any Accounts Receivable misapplications
Processing correspondence received
Reviewing inbox and resolving Customer inquiries and fulfilling requests
General operations reporting on assigned portfolio
Processing of Transfer of contracts between entities
Processing various contract changes such as addresses lease copies, effective dates, etc.
Creates manual invoices for specific customers that require specialized information that cannot be provided through a system generated invoice.
Communicate daily with client, RMs, collectors, and all department managers through phone, email and in person
Market Skills and Certifications
Market Skills and Required Qualifications
Bachelor's degree in Finance and Accounting
More than 2 years relevant working experience in the field of Accounting/Finance preferably in General Accounting, Accounts Receivable accounting, Loan accounting, Bookkeeping.
1 to 2 years experience in banking industry - Wholesale, Commercial Banking or Corporate Investment Banking or Shared Service organization
Business and accounting Skills (concept of Debit and Credit)
Excellent English comprehension, written and verbal communication skills, and interpersonal skills
Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines
Strong Organizations skills - detail oriented
Sound risk management mindset and good understanding of compliance
Proficient in MS Office especially MS Excel
Able to perform work and report on PH public holidays if falling on Mondays to Fridays including Christmas and New Year's eve
Amenable to work on US shift: 9PM to 6AM
Desired Qualifications
Knowledge GAAP Accounting
Quick learner
Highly motivated individual who is able to work well independently and in a team environment
Ability to recognize and escalate issues to management for any process breaches
Ability to multitask to accomplish tasks and meet deadlines effectively
Ability to work quickly & accurately while maintaining acceptable standards of workmanship
Flexibility to stretch to accomplish projects timely
Job Family
Operations
Region
APAC
We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo
Wells Fargo India & Philippines (WFI&P) enables global talent capabilities for Wells Fargo & Company, by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. WFI&P operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WFI&P at our .
Department Overview
Wholesale Operations within WFIP supports the Commercial Banking (CB) and Corporate & Investment Banking (CIB) businesses across number of key operational activities covering the entire client life cycle. The function sits under the CB/CIB business vertical with in WFIP and undertakes variety of operation - Lending operations, Trade Finance operations, Treasury Management and Payment solutions, International payments and Financial Crime Ops. The operations covers all stages of client lifecycle including onboarding and ongoing maintenance and involves deal closing, financial statement spread, cash management, account onboarding & management, customer service, collateral management, documents preparation & management and collections. These operations support all of Commercial Banking business i.e. Business Banking Group, Middle Market, Commercial Capital, Trade Finance, Treasury Management and Payments Solutions.
About the Role
Internally known as Operations Analyst 2, this role is responsible for liaising customer inquiries related to their payments to their outstanding accounts and ensure closure and resolution; involves researching and investigation to resolve clients' inquiries and coordination with internal stakeholders and customers.
Junior Analyst will perform simple to moderately complex transactions and escalate any issues or potential risk to senior team member or SME.
Responsibilities
Serves as Operational Relationship Manager for clients within their portfolio
Review and correct any Accounts Receivable misapplications
Processing correspondence received
Reviewing inbox and resolving Customer inquiries and fulfilling requests
General operations reporting on assigned portfolio
Processing of Transfer of contracts between entities
Processing various contract changes such as addresses lease copies, effective dates, etc.
Creates manual invoices for specific customers that require specialized information that cannot be provided through a system generated invoice.
Communicate daily with client, RMs, collectors, and all department managers through phone, email and in person
Market Skills and Certifications
Market Skills and Required Qualifications
Bachelor's degree in Finance and Accounting
More than 2 years relevant working experience in the field of Accounting/Finance preferably in General Accounting, Accounts Receivable accounting, Loan accounting, Bookkeeping.
1 to 2 years experience in banking industry - Wholesale, Commercial Banking or Corporate Investment Banking or Shared Service organization
Business and accounting Skills (concept of Debit and Credit)
Excellent English comprehension, written and verbal communication skills, and interpersonal skills
Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines
Strong Organizations skills - detail oriented
Sound risk management mindset and good understanding of compliance
Proficient in MS Office especially MS Excel
Able to perform work and report on PH public holidays if falling on Mondays to Fridays including Christmas and New Year's eve
Amenable to work on US shift: 9PM to 6AM
Desired Qualifications
Knowledge GAAP Accounting
Quick learner
Highly motivated individual who is able to work well independently and in a team environment
Ability to recognize and escalate issues to management for any process breaches
Ability to multitask to accomplish tasks and meet deadlines effectively
Ability to work quickly & accurately while maintaining acceptable standards of workmanship
Flexibility to stretch to accomplish projects timely
Job Family
Operations
Region
APAC
We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo
Other Info
Metro Manila
Permanent
Full-time
Permanent
Full-time
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