Relationship Associate

Job Description

Unique to the industry, Government & Institutional Banking (GIB) brings together Capital Markets and Commercial Banking solutions for the government, education, tax-exempt and non-for-profit healthcare sectors into one team, offering an integrated approach that centers our business around the needs of our client. We take great pride in approaching each relationship individually, as one team, leveraging the resources of Wells Fargo to create the most value for our client. This opportunity is in GIB on the not-for-profit Healthcare team.

The GIB Relationship Associate 2 is 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.

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

  • 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

Other Desired Qualifications

  • Demonstrated in-depth knowledge of commercial and/or specialty group servicing operations
  • Ability to build strong working relationships with clients and internal partners
  • Strong organizational, multi-tasking, problem solving, and prioritizing skills

Disclaimer

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.

0010887 WHOLESALE BANKING


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