Business Relationship Support Associate

About this role:

Wells Fargo is seeking a Business Relationship Support Associate

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

• Interact with internal customers like relationship managers, relationship associates
• Provide general servicing and transaction assistance (non-money movement)
• Perform commercial banking systems updates. These include, but are not limited to
  • Internal clean-up of product codes
  • Authorized representative updates and signer maintenance
  • Address changes
  • Legal entity management requests
  • Customer call preparation and transaction support
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Job Expectations:

• Experience in Commercial loan servicing or commercial lending operations
• Customer support focus with the ability to understand servicing needs and recommend solutions
• Experience in Commercial loan servicing or operations
• Customer service experience
• Ability to provide strong customer service support and develop internal relationships with front line teams
• Ability to participate in moderately complex customer transactions
• Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
• Required Qualifications and skills:
• At least a B. Com or an equivalent degree preferably MBA / M.Com
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
• Sound analytical thinking / high attention to detail with focus on research across various platforms
• Must be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important)
• Strong communication skills – both verbal and written.
• High level of personal motivation, strong interpersonal skills to work across time zone
• Must be comfortable working independently and as part of a team
• Flexible to work in shifts