Relationship Associate 2

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll 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. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

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. 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. Monitors accounts/portfolios/loan bookings to assure compliance with regulatory and company requirements; communicates regulatory and company requirements, tracks compliance and reports/escalates identified issues for resolution. Helps with customer onboarding, due diligence and other associated risk management matters where required. Acts as the customers main point of contact for operational questions. Manages "owning the customer experience" approach and effectively executes on all standard protocols regarding interactions with customers. Conducts customer courtesy calls, by phone and in-person, to build relationships and identify cross-sell opportunities.

Salary range is determined by the location of the job.
The salary range displayed below is based on a Full-time 40 hour a week schedule.

VA-Richmond: Min: $52,600 Mid: $73,000 Max: $93,400

May be considered for a discretionary bonus.

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.

• 3+ years of account relationship management support experience, customer service experience or a combination of both demonstrated through work or military experience

• Customer service focus with the ability to listen to customer needs and recommend solutions
• Customer service experience
• Ability to provide strong customer service and develop customer relationships
• Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
• Ability to work effectively, as well as independently, in a team environment
• Treasury experience
• A BS/BA degree or higher
• Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
• Ability to manage client relationships
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Strong attention to detail and accuracy skills
• Strong organizational, multi-tasking, and prioritizing skills
• Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
• Outstanding problem solving and decision making skills

• Knowledge of various systems used to support Commercial Banking clients including Hogan, AFS, CornerStone, TM Legal Wizard, Relationship View and Service View

The salary range displayed below is based on a Full-time 40 hour a week schedule.
VA-Richmond: Min: $52,600 Mid: $73,000 Max: $93,400

VA-Richmond: 1021 E Cary St - Richmond, VA

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.

Benefits

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.