Business Relationship Support Associate- Global Payments & Liquidity Client Services - Dedicated Client Service Officer 3

Wells Fargo • Charlotte, NC

209d

About The Position

Wells Fargo is seeking Business Relationship Support Associate- Global Payments & Liquidity Client Services - Dedicated Client Service Officer 3. In this role, you will be responsible for a complex portfolio of customers, share leadership role with managers to oversee a portfolio of accounts, identify opportunity for process improvements within the portfolio, review and analyze the decision process for customer accounts, evaluate the profitability and risk of designated portfolio, verify compliance and report identified issues for resolution, present recommendations to resolve and exercise independent judgment, develop expertise in the policies, procedures, and compliance requirements, collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, and interact with internal customers. You will receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Requirements

• 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Nice To Haves

• 6+ months of Treasury Management product knowledge and experience
• 6+ months of Treasury Management Dedicated Client Services Experience
• 6+ months of experience supporting Complex Treasury Management Products such as ECS Product Suite, BAI, International Wires
• Intermediate knowledge of Treasury Management Tools and Applications such as UAM, Service View, Hogan
• Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
• Intermediate personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
• Energetic, quick learner, positive attitude, willing to work as a team player in a team environment
• Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information
• Ability to provide customer service and develop customer relationships
• Problem analysis and resolution skills
• Analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in a team environment and across all organizational levels
• Ability to work in a fast-paced deadline driven environment
• Telephone etiquette skills
• Intermediate Microsoft Office skills

Responsibilities

• Be responsible for a complex portfolio of customers
• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunity for process improvements within the portfolio
• Review and analyze the decision process for customer accounts
• Evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Present recommendations to resolve and exercise independent judgment
• Develop expertise in the policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers

Benefits

• This position offers a hybrid work schedule.
• Position Schedule is Monday- Friday from 9am - 6pm Eastern Time.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed