26 Oct
The Wells Fargo Foundation
Secunderabad
About this role:
Wells Fargo is seeking a Relationship Management Specialist
Job Profile:
Business Relationship Management Specialist:
Summary:
- Covers jobs providing high levels of general support to corporates/ institutions through relationship management on customer's business through relationship management support, operations and customer servicing within the business customer portfolios.
- Acts as the customers main point of contact for operational and product questions.
- Duties may include setting up customer's profile, limits, proactively handling client account and/or product issues, monitoring account overdrafts, confirming source of funds,
and partnering with internal teams to resolve office management on ad-hoc client inquiries.
- Setting up customer profiles, making changes to customer profiles, communicating through authorized channels to interested parties as appropriate, providing reporting as required by circumstances and document generation, if applicable.
- Helps with customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.
In this role, you will:
.
Manage the relationship support function for an assigned team or office
. Manage the end-to-end customer experience including onboarding, limit set-up, handling customer's requests, queries, resolution, servicing and extensive problem-solving
. Oversee customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements
. Complete all required assessments, exercises, training,
and affirmations in accordance with Bank Policies and Audit requirements
. Make decisions and resolve issues for operations of the business relationship team to meet objectives
. Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies identified, if any
. Interpret and develop policies and procedures to implement compliance and to resolve issues.
Complete required assessments, training, and affirmations in accordance with bank policies and audit requirements
. Collaborate and influence all levels of professionals including other relationship associates and the Managers
.
Guide the customers where required and be one point of contact for their issues, queries, resolution and remediation as well as consultant where needed
. Manage allocation of corporates and deliver on expected results
Required Qualifications:
.
.12+ years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
. In-depth understanding of CIB products
. Knack for customer relationship and customer fulfilment for Banking products
Desired Qualifications:Graduate with suitable experience. Management education is an added advantage
Additional information:
This role shares in managing a moderate-large portfolio of accounts within the CIB Coverage teams that support the Corporate Banking and Financial Institutions Groups of CIB.
- 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 client support.
- 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 servicing.
- Partners with the customer service team where needed 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. 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
In this role, you will:
- Be accountable for a complex portfolio of customers
- Oversee a portfolio of accounts
- Identify opportunity for process improvements within the portfolio
- Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
- Verify compliance and report identified issues for resolution
- Make decisions on complex customer issues
- Partner with managers to resolve issues and provides status updates on implementations
- Develop expertise in the policies, procedures, and compliance requirements
- Handle complex customer issues which include escalation and resolution
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Job Expectations:
Shift Timings:
Since this role is managing US clients based out of India, the work timings will be mirroring the US work timings, i.e, 6.30 pm - 3.30 am IST.
Required Competency Target Rating
Adaptability / Agility- Advanced
Administrative Operations- Proficient
Client / Customer Centricity- Advanced
Client / Customer Service Delivery- Proficient
Communication- Advanced
Execution- Advanced
Leading Change- Developing
Organizational & Business Insight- Advanced
Partnership- Advanced
Product / Service Acumen- Proficient
Retention & Expansion- Proficient
Risk & Compliance- Proficient
Stakeholder Relations- Proficient
- Posting End Date:
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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