Business Relationship Support Associate - GPL CSO 3 Reporting Team
About The Position
Wells Fargo is seeking a Business Relationship Support Associate in Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com. The GPL Reporting Team plays a key role in supporting multiple business units and is known for delivering high-quality insights that influence decision making across the GPL organization. The team supports Service (Dedicated, NSG), Implementation, WellsOne, Billing, Fraud, Tech & Research. In this role, you will: Be responsible for a complex portfolio of customers Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements 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
Requirements
- 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- Treasury Management product knowledge and experience
- Critical thinker with a focus on risk mitigation across varied scenarios
- Intermediate Microsoft Excel skills
- Strong analytical skills with high attention to detail and accuracy
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Excellent verbal, written, and interpersonal communication skills
- Effective organizational, multi-taking, and prioritizing skills
- Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
- Basic Tableau/CLEAR Analytics skills
- Basic understanding of data analysis with ability to identify patterns and support risk and control efforts
Responsibilities
- Be responsible for a complex portfolio of customers
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- 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
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
