Business Relationship Support Associate - CSO 3
About The Position
Wells Fargo is seeking a Business Relationship Support Associate in Global Payments & Liquidity Dedicated Service Team. This role provides a high level of general support to relationship managers on customer business customers and partners (relationship managers, sales, marketing, operations) within the business customer portfolios. The associate acts as the customers' main point of contact for operational and product questions. Duties may include proactively handling client account and/or product issues, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries. The role also assists with customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.
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 Dedicated Client Services Experience
- Experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
- Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
- Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
- Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
- Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information
Responsibilities
- Provide support for a portfolio of customers
- Work with business client managers to maintain a portfolio of accounts
- Oversee overall customer experience
- Handle customer issues and assist in decisions with business client managers
- Help with customer associated risk management
- 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
- Handle medium to complex customer issues which include escalation and resolution
- Collaborate and consult with peers, colleagues, and managers to resolve medium to complex issues
Benefits
- Wells Fargo is an equal opportunity employer.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
