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Business Relationship Support Associate - GPL Dedicated CSO3
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 decision processes for customer accounts, and evaluate the profitability and risk of your designated portfolio. Additionally, you will verify compliance, report identified issues for resolution, and present recommendations. You will develop expertise in policies, procedures, and compliance requirements, collaborating 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 knowledge of the function, policies, procedures, and compliance 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
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
- 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
- Experience coaching, training and mentoring
- 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
