Relationship Associate 1
The Relationship Associate 1 works closely with relationship managers in managing a portfolio of commercial middle market accounts. The first 12-18 months will be primarily focused on BSA/AML remediation in conjunction, may manage the service needs of a small portfolio of accounts. Remediation work requires collaboration with the relationship team to collect, review and submit customer due diligence related documents. May involve customer outreach as part of the document collection process. As remediation work approaches completion, additional time will be spent on servicing clients by acting as the customers' main point of contact for operational questions. Handles moderately complex to complex 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 the 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. 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
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.
- 1+ year of account relationship management support experience, customer service experience or a combination of both
- Banking operations experience
- 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
Other Desired Qualifications
- BSA/AML regulatory compliance experience
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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Lauren audits Wells Fargo’s financial reports to assess accuracy and risk. She reviews processes in place, analyzes management controls, and communicates calculations and findings with business partners.
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