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Wells Fargo

Diversified financial services: banking, lending, investments

Operations Specialist - Trainer

Corporate & Technical TrainingPosted on Nov 10
Full-timeWest Des Moines, IA, USANo salary listed

About the Job

Requirements

  • At least 2 years of operations experience, or equivalent demonstrated through work experience, training, military experience, or education.

Responsibilities

  • Participate in low to moderately complex operational initiatives and identify process improvement opportunities within the functional area.
  • Research and resolve operational tasks from receipt through closure, including discrepancies, exceptions, and unique processing issues.
  • Review and analyze inquiries and operational challenges that require research, evaluation, and selection of alternatives.
  • Use data, quality results, and risk information to develop recommendations for resolving low to moderately complex situations.
  • Apply working knowledge of policies, procedures, controls, and systems to guide medium-risk deliverables.
  • Exercise independent judgment within the defined scope and consult with management on more complex issues.
  • Collaborate with functional colleagues, internal partners, and stakeholders to resolve issues and achieve operational goals.
  • Conduct comprehensive on-the-job training on processes, policies, and soft skills for new and tenured employees, providing hands-on instruction and guidance to strengthen job knowledge, reinforce procedures, and support consistent application of skills in day-to-day responsibilities.
  • Develop, maintain, and certify procedures and job aids to ensure accuracy, consistency, and adherence to organizational standards.
  • Oversee SharePoint site governance, ensuring ongoing compliance with established guidelines, documentation standards, and best practices.
  • Coordinate and support mass external customer communications.
  • Lead or provide key support for assigned projects, contributing to planning, execution, and successful delivery of project objectives.
  • Execute control-related activities, including monitoring, documentation, and compliance checks, to support operational effectiveness and risk mitigation.
  • Cross-train and support additional team duties, such as training, event escalation and survey coordination, monthly reporting activities, and project engagement.

Desired Qualifications

  • Ability to facilitate and deliver concise information to an audience.
  • Experience with learning and development, design, and delivery.
  • Ability to research and create training materials.
  • Ability to manage process delivery and operational transactions through completion.
  • Commercial Banking Operations experience.
  • Experience designing and developing solutions to address operational needs and improve processes.
  • Experience prioritizing work and organizing operational or administrative workflows.
  • Knowledge of compliance requirements and risk control practices.
  • Project management and/or research skills.
  • Ability to assess current processes and procedures and make recommendations for efficiency.
  • Ability to develop operational reporting and perform data analysis.
  • Experience or knowledge with one or more of the following systems: AFS, Loan IQ, Blast, GSS, ISM, InfoLease, Lease Connect, Siebel, ServiceNow, My Accounts, COMS, and AIMS.
  • Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
  • Experience utilizing AI tools such as Copilot.
  • Knowledge and understanding of Tableau or Power BI.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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