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Business Relationship Support Associate
3 months ago
About Wells Fargo
Wells Fargo India and Philippines (WFIP) is an integral part of the Well Fargo Enterprise and provides Operations and Technology support to the WF Enterprise Business.
WFIP operates out of 4 sites across 2 countries and currently has 28,000 employees supporting all lines of business covering business operations, technology development and support.
Department Overview
Wells Fargo Middle Market Banking (MMB) delivers a comprehensive suite of products and industry expertise to serve the diverse financial needs of companies with annual sales typically ranging from $5 million to $2 billion.
As a leader in serving commercial customers, Wells Fargo offers financial services including credit and treasury management solutions as well as specialized expertise across industries including Technology, Food, Beverage & Agribusiness, Investor Real Estate and Government.
Key Responsibilities:
- Interact with internal customers like relationship managers, relationship associates
- Provide general servicing and transaction assistance (nonmoney movement)
- Perform commercial banking systems updates. These include, but are not limited to
- Internal cleanup of product codes
- Authorized representative updates and signer maintenance
- Address changes
- Legal entity management requests
- Customer call preparation and transaction support
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Required experience:
- 0 to 2 years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Experience in Commercial loan servicing or commercial lending operations
- Customer support focus with the ability to understand servicing needs and recommend solutions
- Experience in Commercial loan servicing or operations
- Customer service experience
- Ability to provide strong customer service support and develop internal relationships with front line teams
- Ability to participate in moderately complex customer transactions
- Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
Required Qualifications and skills:
- At least a B. Com or an equivalent degree preferably MBA / M.Com
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
- Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
- Sound analytical thinking / high attention to detail with focus on research across various platforms
- Must be able to work in a fastpaced production environment and juggle a variety of tasks (time management skills are important)
- Strong communication skills both verbal and written.
- High level of personal motivation, strong interpersonal skills to work across time zone
- Must be comfortable working independently and as part of a team
- Flexible to work in shifts
We Value Diversity
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.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.