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Wells Fargo Business Relationship Support Associate- Global 
United States, North Carolina, Charlotte 
353365365

18.08.2024

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

22 Aug 2024


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.