Relationship Associate 2

Job Description
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.
The Relationship Associate 2 shares leadership role with relationship managers in managing a moderate-large portfolio of corporate banking 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.

Required Qualifications

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

Desired Qualifications
  • A BS/BA degree or higher
  • 2+ years of customer service experience
  • Wholesale banking experience
  • Ability to work effectively in a team environment
  • Advanced Microsoft Office (Word, Excel, and Outlook) skills
  • Excellent verbal, written, and interpersonal communication skills
  • Strong attention to detail and accuracy skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Experience developing and managing client relationships
  • Sales support 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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