Business Relationship Support Associate

Wells Fargo

Minneapolis, MNFresher4m agovia LinkedIn

About This Role

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL).

Key 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 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 & Tech Stack

  • 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

  • Treasury Management Dedicated Client Services experience
  • Experience supporting Complex Treasury Management Products (e.g., ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (e.g., 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 call center experience
  • Strong telephone etiquette
  • 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

Job Expectations

  • The schedule for this position is Monday - Friday 9:00 AM and 6:00 PM
  • This position offers a hybrid work schedule
  • Ability to travel up to 10% of the time
  • This position is not eligible for Visa sponsorship
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.

Locations

  • 801 Walnut Street - Des Moines, IA
  • 600 S 4th Street - Minneapolis, MN

Pay Range

$25.48 - $41.83

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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