Business Relationship Support Associate, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Job Responsibility:

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
6+ months of Treasury Management product knowledge and experience
6+ months of Treasury Management Dedicated Client Services Experience
6+ months of experience supporting Complex Treasury Management Products such as ECS Product Suite, BAI, International Wires
Intermediate knowledge of Treasury Management Tools and Applications such as UAM, Service View, Hogan
Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
Intermediate personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
Energetic, quick learner, positive attitude, willing to work as a team player in a team environment
Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information
Ability to provide customer service and develop customer relationships
Problem analysis and resolution skills
Analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels
Ability to work in a fast-paced deadline driven environment
Telephone etiquette skills
Intermediate Microsoft Office skills

Additional Information:

Job Posted:
June 17, 2025

Expiration:
June 21, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Business Relationship Support Associate

Wells Fargo

Location:United States, Charlotte

Category:Banking

Contract Type:Not provided