Wells Fargo Business Relationship Support Specialist - CSO4 

United States, Texas, Irving 

692794229

About this role:

Duties may include proactively handling client account and/or product issues, monitoring account overdrafts, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries tasks (i.e. customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met).

In this role, you will:

• Be accountable 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 and evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Make decisions on complex customer issues
• Partner with managers to resolve issues and provides status updates on implementations
• Develop expertise in the policies, procedures, and compliance requirements
• Handle complex customer issues which include escalation and resolution
• Lead team and serve as a subject matter expert for the department
• 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:

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

Desired Qualifications:

• 2+ years’ Treasury Management Dedicated Client Services Experience
• 2+ years’ experience supporting Complex Treasury Management Products (i.e. ACH, RTP, Wires) and utilizing Treasury Management Tools and Applications (i.e. UAM, ServiceView, Hogan)
• Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
• Ability to act as an extension of management supporting the broader team, leading escalations and managing partner relationships
• Advanced knowledge and ability to support high profile, complex clients within the Commercial banking or Corporate Investment Banking client base
• Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others

Job Expectations:

• The hours for this position may vary between 7 AM and 6 PM Local Standard Time.
• This position offers a hybrid work schedule
• Ability to travel 10%

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.