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In this role, you will:
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
Required Qualifications:
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:
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
Job Expectations:
This position offers a hybrid work schedule.
Position Schedule is Monday- Friday from 9am - 6pm Central Time.
This position is not eligible for Visa Sponsorship
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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