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Business Relationship Support Associate

Support complex customer portfolios by analyzing risks and identifying process improvements
Bangalore
Junior
18 hours agoBe an early applicant
Wells Fargo

Wells Fargo

A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.

Business Relationship Support Associate

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

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:

  • 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

Job Expectations:

  • 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
  • Required Qualifications and skills:
  • 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
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Business Relationship Support Associate
Bangalore
Support
About Wells Fargo
A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.