The Professional Diversity Network has rebranded to TalentAlly. Click here for more information.
Wells Fargo
Business Relationship Support Associate- CSO3 Dedicated Team
CHARLOTTE, NC
Dec 24, 2024
Full-time
Full Job Description

About this role:
Wells Fargo is seeking a Business Relationship Support Associate in Global Treasury Management (GTM) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com.

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:

  • Experience supporting complex Treasury Management products and services within Dedicated Client Services
  • Experience supporting Commercial Banking customers
  • Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
  • Call center customer service experience in the financial services industry
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Intermediate Microsoft Office skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • 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

Job Expectations:

    • Position hours are Monday - Friday 9:00 AM - 6:00 PM
    • Training will be in office 5 days/week first 3 months
    • This position offers a hybrid work schedule
    • Ability to travel up to 10% of the time

    Position Location:

    • 1525 W W T Harris Blvd - Charlotte, NC 28262

    #GlobalTreasuryManagement

    #CommercialBanking

    Posting End Date:

    2 Jan 2025

    *Job posting may come down early due to volume of applicants.

    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements:

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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

    PDN-9dcdf756-0128-4824-aa61-57378f75000c
    Job Information
    Job Category:
    Finance
    Spotlight Employer
    Related jobs
    TJX Companies, Inc
    Retail Customer Experience SupervisorOpportunity: Contribute To The Growth Of Your CareerResponsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ens...
    Dec 26, 2024
    Jackson, MS
    TJX Companies, Inc
    Retail Administrative SupervisorOpportunity: Contribute To The Growth Of Your CareerSupports store management in the execution of store related administrative functions. Ensures an excellent customer...
    Dec 26, 2024
    Jackson, MS
    TJX Companies, Inc
    Retail Department Supervisor
    TJX Companies, Inc
    Retail Department SupervisorOpportunity: Contribute To The Growth Of Your CareerResponsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and...
    Dec 26, 2024
    Jackson, MS
    ©2024 TalentAlly.
    Powered by TalentAlly.
    Apply for this job
    Business Relationship Support Associate- CSO3 Dedicated Team
    Wells Fargo
    CHARLOTTE, NC
    Dec 24, 2024
    Full-time
    Your Information
    First Name *
    Last Name *
    Email Address *
    Zip Code *
    Password *
    Confirm Password *
    Create your Profile from your Resume
    By clicking the Apply button, you agree to the terms of use and privacy policy.
    Continue to Apply

    Wells Fargo would like you to finish the application on their website.

    Ace your interview with
    AI-powered interview practice

    Get comfortable talking to hiring managers, receive personalized feedback on areas for improvement, sharpen your ability to answer the most common questions, and build confidence in formulating strong responses on the spot. Click the button below to begin your three free virtual interviews!