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Business Relationship Support Associate Manager - Dedicated Client Services

Manage end-to-end customer experience and compliance for Global Payments client services team
Dallas
Mid-Level
3 days ago
Wells Fargo

Wells Fargo

A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.

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Business Relationship Support Associate Manager

Wells Fargo's Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world.

Wells Fargo is seeking a Business Relationship Support Associate Manager to join the Global Payments and Liquidity Dedicated Client Services team.

In this role, you will:

  • Manage the relationship support function for an assigned team or office
  • Manage the end-to-end customer experience including onboarding
  • Ensure timely completion, quality, and compliance on the team
  • Perform hiring, development, and retention of individuals
  • Identify opportunities for process improvement and risk control development and adhere to all policy and regulatory requirements
  • Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers
  • Oversee customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements
  • Oversee a compliance monitoring program and evaluating the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies
  • Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning
  • Make decisions and resolve issues related to work allocation and daily operations with client management
  • Interpret policies, procedures, and compliance requirements
  • Collaborate and influence all levels of professionals including more experienced managers
  • Lead team to achieve objectives
  • Manage allocation of people and financial resources for Business Relationship Support
  • Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

  • 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ years of leadership experience

Desired Qualifications:

  • Experience in treasury management client services, implementation, sales or product support.
  • Experience supporting Commercial Banking.

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • This position is a hybrid work model. Must be willing to work out of the Irving, TX office approximately 3 days a week
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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Business Relationship Support Associate Manager - Dedicated Client Services
Dallas
Customer Success
About Wells Fargo
A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.