Business Execution Associate

About this role:

Wells Fargo is seeking a Relationship Support Specialist

In this role, you will:

• Manage the relationship support function for an assigned team or office
• Manage the end-to-end customer experience and support including onboarding, limit set-up, handling customers 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
• 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:

• 4+ years of Business Relationship Support 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

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 is relationship management for US clients, shift timings generally will be 6.30 pm- 3.30am IST with +/- 2 hours.