Business Relationship Support Associate - GPL NSG CSO3

Wells Fargo Bank•El Monte, CA

1d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Associate within National Services Group (NSG) in Global Payments & Liquidity (GPL) as part of Enterprise Functions. In this role, you will share a leadership role with managers to oversee a portfolio of accounts, identify opportunities for process improvements, review and analyze the decision process for customer accounts, and evaluate the profitability and risk of the designated portfolio. You will also verify compliance, report identified issues for resolution, and present recommendations. The role involves developing expertise in policies, procedures, and compliance requirements, collaborating with peers and managers to resolve issues, and interacting with internal customers. You will receive direction from leaders and exercise independent judgment while developing knowledge of 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
Call Center experience
Strong telephone etiquette
Strong customer service background
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
Intermediate Microsoft Office skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
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