Wells Fargo

Senior Administrative Assistant – Commercial Banking

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Charlotte • North Carolina • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Senior

About the role

  • Serve as the operational point person for the Commercial Banking team, ensuring seamless coordination across offices and partners.
  • Identify opportunities to reduce administrative tasks Leaders and Relationship Managers and improve workflow efficiency, including support with scorecard management, business reviews, and pipeline materials.
  • Execute special projects and business initiatives on behalf of leadership, delivering clear, actionable reporting and insights.
  • Prepare reporting and dashboards using Excel, PowerPoint, and Microsoft Copilot; source and pull data from ProfitView and other internal systems.
  • Maintain and update operational scorecards, ensuring accuracy, timeliness, and clear visibility for leadership.
  • Conduct light research and analysis to support market strategy and client engagement efforts.
  • Manage scheduling, calendar coordination, and meeting logistics for key leaders as needed.
  • Partner closely with the Executive Administrative Assistant to ensure smooth operational alignment across teams.
  • Coordinate events and internal/external marketing tasks, materials, and communications in collaboration with the broader Commercial Banking team.
  • Assist with client‑facing and internal communications, ensuring brand and messaging consistency.
  • Support event planning coordination, executive briefings, and follow‑up materials.

Requirements

  • 4+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience in commercial banking, financial services, or a business operations/support role preferred.
  • Demonstrated ability to manage multiple priorities, meet deadlines, and maintain exceptional organization and accuracy.
  • Strong proficiency in Excel, PowerPoint, and Microsoft 365; Copilot experience a plus.
  • Proven ability to manage multiple deadlines and coordinate with cross-functional partners.
  • Strong critical thinking skills with the ability to anticipate needs, connect information, and propose practical solutions.
  • Excellent communication and relationship‑building skills; comfortable partnering across teams and levels.
  • Proven ability to work independently, take initiative, and maintain a high level of confidentiality and professionalism.
  • Comfortable working in a fast‑paced environment with shifting priorities.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Flexible work arrangements
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
administrative supportworkflow efficiencyreportingdata analysisevent planningscorecard managementmarket strategyclient engagementschedulingcalendar coordination
Soft Skills
organizationcommunicationrelationship-buildingcritical thinkinginitiativeconfidentialityprofessionalismtime managementadaptabilitycollaboration