Business Relationship Support Associate – Cso 3 – Dedicated Team
| Company | Wells Fargo |
|---|---|
| Location | Des Moines, IA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 6+ months Treasury Management Dedicated Client Services Experience
Responsibilities
- 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
Preferred Qualifications
- 6+ months experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires)
- Intermediate knowledge of Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
- 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
- Ability to provide strong customer service and develop customer relationships
- Problem analysis and resolution skills
- Strong 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
- Strong telephone etiquette skills
- Intermediate Microsoft Office skills