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Wells Fargo

Senior Administrative Assistant - Commercial Banking, Greater Charlotte and Piedmont Triad Markets

Posted Yesterday
Be an Early Applicant
Hybrid
3 Locations
Senior level
Hybrid
3 Locations
Senior level
About this role:
We are seeking a proactive, execution-focused Senior Administrative Assistant to partner closely with our Market Executives, Commercial Banking Leaders and Relationship Managers (RMs). In addition to administrative support, this role provides meaningful lift through project execution, reporting, events and marketing coordination, and business operations that enhance banker efficiency and client impact. Learn more about career areas and business divisions at wellsfargojobs.com
In this role, you will:
  • 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.
Required Qualifications:
  • 4+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 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.
  • Provide onsite support in Charlotte across two office locations
Job Expectations:
  • This position is not eligible for Visa sponsorship
  • Ability to travel up to 25%
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • #CommercialBanking
Location:
  • 550 S Tryon Street Charlotte, NC 144039
  • 300 N Greene Street Greensboro, NC 141235
  • 100 N Main St, Winston Salem, NC 27101
Posting End Date:
10 Mar 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.

Top Skills

Excel
Microsoft 365
Microsoft Copilot
PowerPoint
Profitview

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