Middle Market Banking Relationship Associate 2 (Oakland)

  • Address:Oakland, CA 94601 (map)
  • Date Posted:08/16/16
  • Job Type:Full-time
  • Description:
  • Job Title:Middle Market Banking Relationship Associate 2Job ID Number:5269871-1Location:Oakland,CAJob Description:Job DescriptionThe Middle Market Banking Relationship Associate 2 is responsible for small portfolio of non-borrowing customers and/or shares leadership role with relationship managers and/or customer support manager in managing a portfolio of commercial middle market accounts. Independently and/or collaboratively with relationship manager and/or other treasury management office sales staff to identify prospective opportunities to market or cross-sell non-credit products to new or existing customers, preparing presentation, materials and/or cross-sell packages, as needed; visits with customers for the purposes of relationship building and cross-sell. Independently handles moderately complex to complex customer issues and problems, reviews and approves wires and WEPOD up to designated limit; 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. Trains and/or mentors less experienced Relationship Associates. May serve as a subject matter expert for the office and/or division providing new hire and/or ongoing systems, processes, policies and procedures training. May perform and/or assist in performing financial statement analysis for non-complex relationships. May function as a team lead supervising other Relationship Assistants/Associates.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 transactionsAbility to manage client relationshipsExcellent verbal, written, and interpersonal communication skillsGood attention to detail and accuracy skillsIntermediate Microsoft Office (Word, Excel, and Outlook) skillsStrong organizational, multi-tasking, and prioritizing skills Other Desired Qualifications Extensive knowledge and understanding of commercial or specialty group servicing operationsDisclaimer 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.
Ad ID: 45636957
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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