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Business Relationship Support Associate - GPL Dedicated CSO 3

Remote · USA Full-time New today

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity as part of Enterprise Functions. This role involves acting as the main point of contact for customers, managing a complex portfolio, and ensuring compliance with regulatory and company requirements.

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

Skills

  • 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience servicing requests from non-banking financial institutions, correspondent banks, as well as payment operations
  • 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
  • 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

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

Company Overview

  • Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services. It was founded in 1852, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is http://www.wellsfargo.com.
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