Wells Fargo Junior Staff

BASHIR YUSUF

Experienced IT professional with

emphasis in accounting operations and

automations

PROFILE CONTACT

Experienced IT Professional with over a decade in the financial sector, specializing in automation through macros and VBA scripts to improve efficiency and reporting. Skilled in training junior staff, resolving complex financial transactions, and streamlining data workflows. Strong analytical skills and a commitment to leveraging technology for organizational success.

612-***-****

***********@*****.***

https://www.linkedin.com/in/bashir-

yusuf-76a81078

EXPERIENCE SKILLS

Senior Securities Operations Representative

Wells Fargo, Minneapolis, MN

2012 - 2025

- Developed, managed, and optimized macros and VBA scripts to automate routine processes, streamline data workflows, and enhance reporting accuracy.

- Provided technical training and guidance on macro and VBA usage to junior staff, boosting team productivity and technical capability.

- Investigated and resolved complex securities transactions, including corporate actions, mergers, and spin-offs.

- Executed and reconciled bond, stock, and cash operations.

- Delivered cost basis analysis for taxable accounts.

Programming in Java, C, VBA

Microsoft Office Suite (Excel, Word,

PowerPoint, Outlook)

Windows 8, 10, 11

Cisco Routers and Switches

Printer troubleshooting and hardware

diagnostics

Procedure development and process

documentation

Client Service Consultant

Wells Fargo Advisors, Saint Louis, MO

2010 - 2012

- Streamlined complex securities and cash transactions.

- Generated tax documentation and department reports.

- Resolved multi-department issues and delivered expert operational support.

- Trained and assisted staff on critical tasks.

EDUCATION

Securities Operations Service Specialist

Wells Fargo Investments, Minneapolis, MN

2008 - 2010

- Monitored and processed all incoming and outgoing fund transfers in Money Cashiering

- Executed ACH payments, Wells Trade transactions, check disbursements, and wire transfers

- Resolved issues proactively to prevent escalations

- Supported team members while efficiently managing individual responsibilities

- Performed analyst functions for the Money Cashiering team Metropolitan State University

2014 - 2018

Bachelor of Science in Computer Science

Hennepin Community and Technical

College

2008 - 2012

Associate of Applied Science (AAS) Degree

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