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Business Relationship Support Associate

  • Client Management
  • Full time
  • R-357239

About this role:

Wells Fargo is seeking a Business Relationship Support Associate


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

  • Interact with internal customers like relationship managers, relationship associates

  • Provide general servicing and transaction assistance (non-money movement)

  • Perform commercial banking systems updates. These include, but are not limited to

    • Internal clean-up of product codes

    • Authorized representative updates and signer maintenance

    • Address changes

    • Legal entity management requests

    • Customer call preparation and transaction support

  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

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:

0 to 2 years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

  • Experience in Commercial loan servicing or commercial lending operations

  • Customer support focus with the ability to understand servicing needs and recommend solutions

  • Experience in Commercial loan servicing or operations

  • Customer service experience

  • Ability to provide strong customer service support and develop internal relationships with front line teams

  • Ability to participate in moderately complex customer transactions

  • Knowledge and understanding of business banking compliance controls, risk management, and loss prevention

Job Expectations:

  • At least a B. Com or an equivalent degree preferably MBA / M.Com

  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills

  • Knowledge and understanding of business banking compliance controls, risk management, and loss prevention

  • Sound analytical thinking / high attention to detail with focus on research across various platforms

  • Must be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important)

  • Strong communication skills – both verbal and written.

  • High level of personal motivation, strong interpersonal skills to work across time zone

  • Must be comfortable working independently and as part of a team

  • Flexible to work in shifts

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.


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