Business Relationship Support Associate - Global Treasury Management Dedica

at  Wells Fargo

Winston-Salem, NC 27101, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate01 Feb, 2025Not Specified01 Nov, 20246 year(s) or aboveAnalytical Skills,Communication Skills,Training,Customer Service,CollaborationNoNo
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Description:

APPLICANTS WITH DISABILITIES

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

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

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, educatio

Desired Qualifications:

  • Treasury Management products and services experience
  • Advanced knowledge of navigating Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
  • Strong customer service and relationship building experience
  • Call center customer service experience in the financial services industry
  • Strong telephone etiquette skills
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • 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 environmen

Responsibilities:

Wells Fargo is seeking a Business Relationship Support Associate within 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:

  • Treasury Management products and services experience
  • Advanced knowledge of navigating Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
  • Strong customer service and relationship building experience
  • Call center customer service experience in the financial services industry
  • Strong telephone etiquette skills
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • 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:

  • The hours for this position are Monday - Friday 9:00 AM to 6:00 PM EST
  • This position offers a hybrid work schedule.
  • Ability to travel up to 10% of the time

Location:

  • 100 N Main Street - Winston Salem, NC

GlobalTreasuryManagement

CommercialBanking


REQUIREMENT SUMMARY

Min:6.0Max:11.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Winston-Salem, NC 27101, USA