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Wells Fargo

Nationwide banking and financial services

Business Relationship Support Specialist - Client Service Officer 4, Dedicated Teams

Customer SuccessPosted on Nov 9
Full-timeEl Monte, CA, USA

About the Job

Requirements

  • At least 2 years of Business Relationship Support experience, or equivalent demonstrated through a combination of work experience, training, military experience, or education.
  • Treasury Management Dedicated Client Services experience.
  • At least 2 years of experience supporting complex Treasury Management products, such as the ECS Product Suite, BAI, and international wires, and using Treasury Management tools and applications, such as UAM, Service View, and Hogan.
  • Ability to triage and troubleshoot complex issues, identify root causes, and communicate resolutions to clients and internal stakeholders.
  • Ability to act as an extension of management by 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.
  • Personal leadership skills, including initiative, accountability, and the ability to inspire and motivate others.
  • Ability to travel 10%.

Responsibilities

  • Provide support for a portfolio of complex customers.
  • Work with business client managers to maintain a portfolio of accounts.
  • Oversee the overall customer experience.
  • Handle complex customer issues and assist business client managers with decisions.
  • Help manage customer-associated risk.
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
  • Share knowledge and best practices across go-to-market teams, including serving as a subject matter expert for products.
  • Interact with internal customers.
  • Receive direction from leaders.
  • Exercise independent judgment while developing knowledge of the function, policies, procedures, and compliance requirements.
  • Handle complex customer issues, including escalation and resolution.
  • Lead the team and serve as a subject matter expert for the department.
  • Collaborate and consult with peers, colleagues, and managers to resolve medium- to complex-level issues.
  • Work on special projects as a subject matter expert.
  • Support relationship managers and business customers and partners across relationship management, sales, marketing, and operations.
  • Act as customers’ main point of contact for operational and product questions.
  • Proactively handle client account and product issues, confirm source of funds, and partner with internal teams to resolve ad hoc client inquiries.
  • Support customer onboarding, due diligence, proactive outreach, and associated risk-management matters to ensure regulatory and company requirements are met.

Desired Qualifications

  • Treasury Management Dedicated Client Services experience.
  • At least 2 years of experience supporting complex Treasury Management products, such as the ECS Product Suite, BAI, and international wires, and using Treasury Management tools and applications, such as UAM, Service View, and Hogan.
  • Ability to triage and troubleshoot complex issues, identify root causes, and communicate resolutions to clients and internal stakeholders.
  • Ability to act as an extension of management by 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.
  • Personal leadership skills, including initiative, accountability, and the ability to inspire and motivate others.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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