Business Relationship Support Specialist
4 weeks ago
About this role:
We are seeking a highly skilled Business Relationship Support Specialist - Team Lead to join our Global Treasury Management team at Wells Fargo. As a key member of our team, you will be responsible for overseeing a complex portfolio of customers and providing leadership support to our managers.
Key Responsibilities:
- Be accountable for a complex portfolio of customers
- Share leadership role with managers to oversee a portfolio of accounts
- Identify opportunities for process improvements within the portfolio
- Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
- Verify compliance and report identified issues for resolution
- Make decisions on complex customer issues
- Partner with managers to resolve issues and provide status updates on implementations
- Develop expertise in the policies, procedures, and compliance requirements
- Handle complex customer issues, including escalation and resolution
- Lead a team and serve as a subject matter expert for the department
- 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
Requirements:
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred Qualifications:
- 2+ years of leadership experience in Treasury, financial services, or customer service environment
- Strong knowledge and understanding of treasury management products and services
- Expert knowledge of Treasury Management Tools and Applications
- Demonstrated change management skills with the ability to grow a highly efficient team
- BS/BA degree or higher
- Intermediate Microsoft Office skills, including Excel, Word, and PowerPoint
- Excellent verbal, written, and interpersonal communication skills
- Ability to work in a fast-paced, deadline-driven environment
- Strong analytical skills with high attention to detail and accuracy
- Proven problem-solving and decision-making skills
- Proven ability to partner with internal and external partners to meet the needs of the customer
Job Expectations:
- This position offers a hybrid work schedule
- The schedule is 9:00 am - 6:00 pm EST
- Up to 10% travel
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