Business Relationship Support Associate - GPL Dedicated Client Service Officer (CSO3)

About this role:

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com .

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:

​Treasury Management Dedicated Client Services experience

Experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing 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.

• Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
• Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
• Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information
• Previous call center experience
• Strong telephone etiquette
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work in a fast-paced deadline driven environment

Job Expectations :

• The schedule for this position is Monday - Friday 9:00 AM and 6:00 PM
• This position offers a hybrid work schedule
• Ability to travel up to 10% of the time
• This position is not eligible for Visa sponsorship

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees 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

Locations:

801 Walnut Street - Des Moines, IA

600 S 4th Street - Minneapolis, MN

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$25.48 - $41.83