Business Relationship Support Associate - GPL Dedicated CSO3
Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL) as part of Enterprise Functions. The role involves managing a complex portfolio of customers, identifying process improvements, and ensuring compliance while collaborating with internal teams to resolve issues and achieve goals.
Responsibilities
- Be responsible for a complex portfolio of customers
- Share leadership role with managers to oversee a portfolio of accounts
- Identify opportunities 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 policies, procedures, and compliance requirements
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive directions 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
- 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 customer-facing experience
- Previous research experience
- 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
- This position offers a hybrid work schedule
- Ability to travel up to 10% of the time
Company Overview