Business Relationship Support Associate

Wells Fargo•Irving, TX
•Onsite

About The Position

Wells Fargo is hiring a Business Relationship Support Associate in the Lending Servicing department of the Wholesale Lending Operations division. The role supports Inventory Finance cash disbursements for U.S. and Canadian customers, including cash disbursements and foreign exchange requests. The associate manages a complex customer portfolio, works with managers on account oversight, evaluates portfolio profitability and risk, and helps ensure compliance. The position is based on-site in Irving, Texas.

Requirements

  • At least 6 months of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
  • Ability to work on-site.
  • Ability to represent one's own experience accurately and provide information and supporting documentation for lawful employment and education verification.

Nice To Haves

  • Treasury Operations experience.
  • Experience with Inventory Finance cash disbursements.
  • Experience processing, approving, or researching wire transfers, ACH, or check payments in the U.S., Canada, or internationally.
  • Experience with foreign exchange transactions.
  • Experience reviewing and managing domestic and international bank transactions in GSS, the system of record.
  • Experience working with online banking portals.
  • Ability to work under pressure in a fast-paced environment, independently and collaboratively, while meeting tight deadlines.
  • Strong analytical and time-management skills.
  • Excellent written and verbal communication skills.
  • Ability to ensure adherence to department and corporate policies and procedures.
  • Proficiency in Microsoft Office, including Excel, Word, and Outlook.

Responsibilities

  • Support Inventory Finance cash disbursements for U.S. and Canadian customers, including foreign exchange requests.
  • Manage a complex portfolio of customers and share account-portfolio oversight with managers.
  • Identify process-improvement opportunities within the portfolio.
  • Review and analyze decision processes for customer accounts.
  • Evaluate the profitability and risk of the designated portfolio.
  • Verify compliance and report identified issues for resolution.
  • Present recommendations and exercise independent judgment in resolving issues.
  • Develop expertise in applicable policies, procedures, and compliance requirements.
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
  • Interact with internal customers.
  • Follow directions from leaders while building functional knowledge and exercising independent judgment.
  • Execute applicable risk programs, follow Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.
  • Proactively monitor, identify, and escalate risks and make sound risk decisions consistent with business-unit risk appetite and program requirements.
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