Business Relationship Support Associate - GPL Dedicated CSO 3

Wells Fargo•Charlotte, NC

3d•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, sharing a leadership role with managers to oversee a portfolio of accounts. You will identify opportunities for process improvements, review and analyze the decision process for customer accounts, and verify compliance, reporting identified issues for resolution. You will present recommendations to resolve issues, exercise independent judgment, and develop expertise in the policies, procedures, and compliance requirements. Collaboration and consultation with peers, colleagues, and managers are key to resolving issues and achieving goals. You will interact with internal customers, 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
Treasury Management products and services experience
Ability to utilize Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Intermediate Microsoft Office skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
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
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