Advertising/Marketing/Public Relations, Banking, Customer Service and Call Center, Finance/Economics, Financial Services, Information Technology, Insurance, Military, Real Estate, Retail/Wholesale, Sales, Executive Management
At Wells Fargo, we want to satisfy our customersâ financial needs and help them succeed financially. Weâre looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youâll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wholesale Banking provides financial solutions to businesses across the United States and globally.Â Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital.Â We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.
â¢Responsible for supporting a moderate to large and/or complex portfolio of customers and shares leadership role with relationship managers and/or customer support manager in managing a portfolio of accounts. â¢Independently and proactively handles customer issues, monitors overdrafts, confirms additional source of funds and partners with office management in decision making process; evaluates profitability and risk of designated portfolio; provides alternative pricing structure. â¢Monitors accounts/portfolios/loan bookings to assure compliance with regulatory and companyrequirements; communicates regulatory and company requirements, tracks compliance and reports/escalates identified issues for resolution. â¢Helps with customer onboarding, due diligence and other associated risk management matters where required. â¢Acts as the customers main point of contact for operational questions. â¢Manages "owning the customer experience" approach and effectively executes on all standard protocols regarding interactions with customers. â¢Conducts customer courtesy calls, by phone and in-person, to build relationships and identify cross-sell opportunities.
Team members 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 unitâs risk appetite and all risk and compliance program requirements.
3+ years of account relationship management support experience, customer service experience or a combination of both
Strong attention to detail and accuracy skills
Strong organizational, multi-tasking, and prioritizing skills
Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
Ability to develop partnerships and collaborate with other business and functional areas
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
Knowledge and understanding of wholesale banking products and services
Other Desired Qualifications
Experience with a customer service mindset and a focus on continuous improvement
Experience identifying inefficiencies, finding opportunities to streamline business processes, and implementing change
Ability to travel up to 25% of the time
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.