Business Relationship Support Associate - GPL Dedicated CSO3

Wells Fargo•Minneapolis, MN

1d•$25 - $42•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL) as part of Enterprise Functions. In this role, you will be responsible for a complex portfolio of customers, share leadership with managers to oversee a portfolio of accounts, and identify opportunities for process improvements. You will review and analyze the decision process for customer accounts, evaluate the profitability and risk of your designated portfolio, and verify compliance, reporting identified issues for resolution. You will present recommendations to resolve issues and exercise independent judgment. You will 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

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
Previous call center experience
Strong telephone etiquette
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
Effective organizational, multi-tasking, and prioritizing skills
Ability to work in a fast-paced deadline driven environment

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
Receive direction from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements