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Chalice Yehling
Business Automation Lead, CIB Intelligent Automation
Professional Background
Chalice Yehling is a highly accomplished business automation lead with a wealth of experience in the field of Intelligent Automation within the Chief Operating Office of Corporate & Investment Banking at Wells Fargo. With a proven track record of driving organizational efficiency and enhancing customer value through automation processes, Chalice excels in directing and supporting initiatives that utilize Intelligent Process Automation (IPA) and Robotic Process Automation (RPA). By leveraging these technologies, Chalice has been instrumental in elevating business strategies, streamlining operations, and contributing to the overall success of the organizations she has been part of.
In her nine years of tenure in investment banking capital markets, Chalice has gained extensive experience working with various financial products including equities, derivatives securities, fixed income securities, and more. Her knowledge spans key functions such as clearing, reconciliations, life-cycle events, and client accounts, all while ensuring compliance with federal securities laws and regulations. Chalice's expertise in project management has allowed her to successfully lead numerous process improvements and automation initiatives, thus enhancing operational efficiency and effectiveness.
Education and Achievements
Chalice's educational background is as diverse as her professional experiences. She studied Business Administration and Management in general at Fachhochschule Vorarlberg University, where she developed strong foundational skills in business principles that she applies to her current role. Additionally, Chalice holds a Bachelor's degree in Anthropology from the University of North Carolina at Chapel Hill. This unique combination of studies has equipped her with a versatile skill set, enabling her to approach business challenges from a multifaceted perspective.
Throughout her career at Wells Fargo, Chalice has held several progressive roles, showcasing her growth and adaptability in a fast-paced financial environment. She is currently the Vice President of CIB Intelligent Automation, where she continues to make impactful contributions. Her previous roles include Vice President of FCM & Prime Services Operations, Assistant Vice President of FCM Operations, and Officer roles in FCM and Listed Derivatives Operations. These positions have allowed Chalice to hone her leadership, project management, and operational skills while working collaboratively across departments to achieve shared goals.
Achievements
Chalice Yehling's career is marked by numerous significant achievements that reflect her dedication and expertise in the field of investment banking and automation. Notably, her success in managing and implementing process improvements has led to substantial efficiencies within the operations at Wells Fargo. By pushing the boundaries of innovation through the application of IPA and RPA, Chalice has been at the forefront of transforming traditional banking processes into agile, technology-driven solutions.
Her strategic planning capabilities are complemented by her ability to forge partnerships and collaborate effectively with cross-functional teams. This has proven essential in driving projects to successful completion while fostering an environment of teamwork and shared purpose.
Chalice's commitment to leadership and staff management is evident through her role as a mentor to junior professionals in the field. She emphasizes the importance of fostering a culture of learning and growth, ensuring that team members remain informed about industry trends and best practices in technology and operations. Chalice believes that empowered employees lead to greater organizational success and is dedicated to cultivating leadership qualities in her peers.
In summary, Chalice Yehling is an exemplary professional in the field of investment banking and Intelligent Automation. Her extensive experience combined with her educational background uniquely positions her to drive innovations in business processes that not only meet operational demands but also enhance customer experiences. Through her leadership at Wells Fargo and her proactive approach to automation, Chalice continues to be a significant contributor to the financial services sector.