Business Relationship Support Representative - NSG CSO 2

Wells Fargo•Des Moines, IA

2d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Representative in Global Treasury Management (GTM) as part of Enterprise Functions. In this role, you will be responsible for a complex portfolio of customers, share leadership roles with managers to oversee a portfolio of accounts, and identify opportunities for process improvements within the portfolio. You will review and analyze the decision process for customer accounts, evaluate the profitability and risk of designated portfolios, and verify compliance and report identified issues for resolution. You will also present recommendations to resolve and exercise independent judgment, develop expertise in the policies, procedures, and compliance requirements, and collaborate and consult with peers, colleagues, and managers to resolve issues and achieve 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 product knowledge and experience
Strong telephone etiquette skills
Bank Branch experience
Ability to lead, train & mentor new hires and internal partners
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Intermediate Microsoft Office skills
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
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

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