In this role, you will:
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
Required Qualifications:
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years’ Treasury Management Dedicated Client Services Experience
2+years’ experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires)andutilizing Treasury Management Tools and Applications (Ex: 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
Ability to act as an extension of management supporting the broader team, leading escalations and managing partner relationships
Advanced knowledgeand ability to support high profile, complexclients withintheCommercial banking or Corporate Investment Banking client base
Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
Job Expectations:
This position is not eligible for Visa sponsorship
This position is a hybrid work model. Must be willing to work out of the Irving, TX location approximately 3 days a week
The hours for this position may vary between 7 AM and 6 PM Local Standard Time
Ability to travel 10%
Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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