Business Relationship Support Associate - GPL NSG Email CSO 3
About The Position
About this role: Wells Fargo is seeking a Business Relationship Support Associate in Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: 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 Receive direction from leaders 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
- Treasury Management Client Services experience
- Treasury Management product knowledge and experience
- Previous call center experience
- Previous email experience
- Strong telephone and email etiquette
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Intermediate Microsoft Office skills
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Effective organizational, multi-tasking, and prioritizing skills
- Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
- Ability to work in a fast-paced deadline driven environment
Responsibilities
- 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
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
