Business Relationship Support Associate – Global Treasury Management Service – CSO3 in DALLAS, Texas

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

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About this role:

Wells Fargo is seeking a Business Relationship Support Associate – Global Treasury Management Service – CSO3 within Global Treasury Management as part of Enterprise Functions providing coverage of Enterprise Finance, Human Resources, Public Affairs, Legal, and Strategy, Digital and Innovation Group portfolios.

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:

• 6+ months Treasury Management Dedicated Client Services Experience

• 6+ months experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires)

• Intermediate knowledge of Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)

• Intermediate knowledge of Commercial banking or Corporate Investment Banking client base

• Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others

• Energetic, quick learner, positive attitude, willing to work as a team player in a team environment

• Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information

• Ability to provide strong customer service and develop customer relationships

• Problem analysis and resolution skills

• Strong analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

• Ability to work effectively in a team environment and across all organizational levels

• Ability to work in a fast-paced deadline driven environment

• Strong telephone etiquette skills

• Intermediate Microsoft Office skills

Job Expectations:

• This position offers a hybrid work schedule. Required 3 days in office and 2 days remote.

• Working hours will be 9am – 6pm Central Time.

• The work location for this position will transition to Irving, Texas in 2025.

Location:

• 1445 Ross Avenue – Dallas, TX

#GlobalTreasuryManagement

#CommercialBanking

Posting End Date:

11 Aug 2024

*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.

Company: WELLS FARGO BANK

Req Number: R-389501

Updated: Tue Aug 06 04:52:05 UTC 2024

Location: DALLAS,Texas