Business Relationship Support Associate - GPL NSG CSO3

Wells Fargo is seeking a Business Relationship Support Associate within National Services Group (NSG) in Global Payments & Liquidity (GPL) as part of Enterprise Functions.

Responsibilities

• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunities 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

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

Qualifications

• Treasury Management Client Services experience
• Treasury Management product knowledge and experience
• Call Center experience
• Strong telephone etiquette
• Strong customer service background
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
• Intermediate Microsoft Office skills
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment

Schedule

• Monday - Friday, 9:00 AM - 6:00 PM
• Hybrid work schedule

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.

Pay

Base pay range: $30.77 - $45.67 hourly. 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.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Location: 3440 E Flair Drive - El Monte, CA