Business Relationship Support Specialist (Client Service Officer 4) – Dedicated Teams

About this role:

Wells Fargo is seeking a Business Relationship Support Specialist in Global Payments & Liquidity Dedicated Service Team. Covers jobs providing high level of general support to relationship managers on customer business customers and partners (relationship managers, sales, marketing, operations) within the business customer portfolios. Acts as the customers' main point of contact for operational and product questions. Duties may include proactively handling client account and/or product issues, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries. Helps with 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:

• Provide support for a portfolio of complex customers
• Work with business client managers to maintain a portfolio of accounts
• Oversee overall customer experience
• Handle complex customer issues and assist in decisions with business client managers
• Help with customer associated risk management
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Share knowledge and best practices across GTM teams (Ex; Subject Matter Expert for products)
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, 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 medium to complex issues
• Work on special projects as serving as a Subject Matter Expert

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:

• Treasury Management Dedicated Client Services Experience
• 2+ years’ experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, 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%
  

Pay Range

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.