Business Relationship Support Specialist

Wells Fargo BankEl Monte, CA
12h$72,000 - $109,000Hybrid

About The Position

About this role: Wells Fargo is seeking a Business Relationship Support Specialist in Global Payments & Liquidity as part of Enterprise Functions to support the Banks Service team and portfolio of clients. In this role, you will: Be accountable 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 and evaluate the profitability and risk of designated portfolio Verify compliance and report identified issues for resolution Make decisions on complex customer issues Partner with managers to resolve issues and provides status updates on implementations Develop expertise in the policies, procedures, and compliance requirements Handle complex customer issues which include escalation and resolution Lead team and serve as a subject matter expert for the department 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

Requirements

  • 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Ability to work on-site at approved location at least three days a week
  • Ability to work schedule Monday - Friday 9:00 AM - 6:00 PM local standard time

Nice To Haves

  • Correspondent Banking experience
  • Treasury Management
  • Payments Product experience
  • International SWIFT and/or FedPayments experience
  • Bilingual - Spanish and English fluency
  • Customer service experience with the ability to balance needs of clients and stakeholders
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to execute in a fast paced, high demand environment while balancing multiple priorities

Responsibilities

  • Be accountable 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 and evaluate the profitability and risk of designated portfolio
  • Verify compliance and report identified issues for resolution
  • Make decisions on complex customer issues
  • Partner with managers to resolve issues and provides status updates on implementations
  • Develop expertise in the policies, procedures, and compliance requirements
  • Handle complex customer issues which include escalation and resolution
  • Lead team and serve as a subject matter expert for the department
  • 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

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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