Comml Relationship Associate 2
Shares leadership role with relationship managers and/or customer support manager in managing a portfolio of commercial middle market accounts. Strives to provide a superior customer experience at all times. Works 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, monitors overdrafts, confirms additional source of funds, and partners with office management in decision making process. 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.
4+ years banking relationship support experience.
Ability to maintain client relationships, identify cross-sell opportunities, and participate in moderately complex customer transactions. Demonstrated in-depth knowledge of commercial and/or specialty group servicing operations. Strong organizational skills and attention to detail; excellent verbal, written and interpersonal communications skills; proficient with Microsoft Office, including Word and Excel.
5+ years commercial banking relationship support experience.
- Working knowledge of Regional Commercial Banking Office operational policies and procedures
- Working knowledge of Wholesale Banking Regulatory Compliance requirements
-Knowledge of various bank systems used to support our Commercial banking customers including, Hogan, AFS, ProfitMax, Relationship Pricer, TM Legal Wizard and Planet Wholesale Online
Wells Fargo - 19 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...