Business Relationship Support Specialist, Wells Fargo

Wells Fargo

Not provided

Save Job

Wells Fargo is seeking a Business Relationship Support Specialist within Global Payments and Liquidity as a part of Enterprise Functions.

Be accountable 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 and evaluate the profitability and risk of designated portfolio
Verify compliance and report identified issues for resolution
Make decisions on complex customer issues
Partner with managers to resolve issues and provides status updates on implementations
Develop expertise in the policies, procedures, and compliance requirements
Handle complex customer issues which include escalation and resolution
Lead team and serve as a subject matter expert for the department
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

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Strong knowledge and understanding of treasury management products and services
Expert knowledge of Commercial banking or Corporate Investment Banking client base
Ability to provide strong customer service and develop consultative approach to customer relationships
Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
Ability to lead, train & mentor junior level staff
Expert knowledge of Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
Experience using and/or supporting customers on the Commercial Electronic Office (CEO), ACH and Wires
Ability to support the broader team, leading escalations and managing partner relationships
Intermediate Microsoft Office skills (Word, Excel, PowerPoint)
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to work effectively in a team environment and across all organizational levels
where flexibility, collaboration, and adaptability are important
Energetic, quick learner and has a positive attitude

Employment Type:

Fulltime

Work Type:

Hybrid work

Job Link Share: