Business Relationship Support Specialist

4 weeks ago


ValdeReuil, Normandie, United States Wells Fargo Full time

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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