Middle Market Relationship Associate 2
The Relationship Associate 2 shares leadership role with relationship managers in managing a moderate-large portfolio of commercial middle market accounts. Acts as the customers’ main point of contact for operational questions. Independently and proactively handles customer issues and problems. Monitors overdrafts and other funds movement activity in a customer-focused manner, understanding risk and securing necessary approvals. Confirms additional source of funds and partners with office management in decision making process. Coordinates activities and solves problems with various operations center, internal bank departments and outside vendors. Manages “owning the customer experience” approach and effectively executes on all standard protocols regarding interactions with customers. Independently and/or collaboratively with relationship manager and/or other treasury management office sales staff, conducts customer courtesy calls, both by phone and in-person, for the purposes of relationship building and identifying cross-sell opportunities. Gathers deposit and treasury management documentation from customers in a customer-focused manner. Serves as a key partner with treasury management in managing the customer experience during treasury management implementations and beyond for all net new customers and new product sales. Partners with the customer service manager to resolve issues and provides status updates on implementations. Helps with customer onboarding, due diligence as well as any other associated risk management matters where required. May serve as a subject matter expert for the office and provide new hire and/or ongoing systems, processes, policies and procedures training. Trains and/or mentors less experienced Relationship Associates. Partners with customer service manager to complete line of business operational projects as necessary.
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 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
- Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
- Strong attention to detail and accuracy skills
- Excellent verbal, written, and interpersonal communication skills
- Strong organizational, multi-tasking, and prioritizing skills
- Ability to manage client relationships
Other Desired Qualifications
Extensive knowledge and understanding of commercial or specialty group servicing operations
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.
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