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Business Relationship Support Associate – GPL Dedicated Client Service Officer
Wells Fargo. Manage a complex portfolio of customers .
About the role
Key responsibilities & impact- Manage a complex portfolio of customers
- Share a leadership role with managers overseeing a portfolio of accounts
- Identify process improvement opportunities within the portfolio
- Review and analyze decision processes for customer accounts
- Evaluate profitability and risk of designated portfolios
- Verify compliance and report identified issues for resolution
- Present recommendations, resolve issues, and exercise independent judgment
- Develop expertise in 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
- Support risk and compliance programs, including monitoring, governance, risk identification, escalation, and remediation
Requirements
What you’ll need- 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
- Treasury Management Dedicated Client Services experience
- Experience supporting complex Treasury Management Products, such as ECS Product Suite, BAI, and International Wires
- Experience utilizing Treasury Management Tools and Applications, such as UAM, Service View, and Hogan
- Ability to triage and troubleshoot complex issues, including root cause identification and communicating resolutions to clients and internal stakeholders
- Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
- Strong personal leadership skills, including initiative, accountability, and ability to inspire and motivate others
- Ability to navigate multiple Treasury Management systems, applications, and search tools
- Previous call center experience
- Strong telephone etiquette
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively in a team environment and across organizational levels
- Effective organizational, multitasking, and prioritizing skills
- Ability to work in a fast-paced, deadline-driven environment
- Ability to work Monday–Friday, 9:00 AM–6:00 PM
- Ability to travel up to 10% of the time
- Position is not eligible for visa sponsorship
Benefits
Comp & perks- 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
- Incentive opportunities may be available