Business Relationship Support Associate
Wells Fargo
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