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