Global Banking Relationship Associate
Wells Fargo Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance. We’re headquartered in San Francisco, California, with offices from coast to coast in the U.S. and overseas — and strategic relationships with more than 3,000 banks around the world.
Our international division truly spans the globe, with a combined workforce of more than 2,700 dedicated team members and more than 30 overseas offices. Through our coast-to-coast U.S. presence, overseas offices in strategic Locations, and technology platforms, we provide our clients the direct and on-the-ground support they need to effectively manage all their global business in 130 countries.
Our vision: “We want to satisfy all our customers’ financial needs and help them succeed financially.”
About the Department
Global Banking provides financial services to US Wells Fargo customers that have international business and European companies with business presence in the US.
Responsibilities
The primary areas of responsibility for the role are as follows:
• Responsible for working with the relationship team to support a portfolio of Global Corporate and subsidiary clients in Europe.
• Responsible for ensuring a high level of client satisfaction and retention by proactively taking ownership for solving problems, engaging appropriate partners and addressing client issues.
• Monitor overdrafts by reviewing reports and working with RM’s and customers for resolution as needed.
• Maintain credit tickler and default reports and act as a liaison between the office and external partners.
• Strengthen customer relationships by supporting cross sell opportunities and referrals.
• Prepare due diligence documents, coordinate the Credit investigation process, and organize results to comply with Know Your Customer, ensure satisfactory Data Integrity, and other regulatory and policy requirements.
• Supporting the RM/Sales throughout the entire sales process for our clients’ credit and non-credit needs (Loan Documentation/Structuring/Negotiation, Trade Guarantees, Account Openings including pricing where required, co ordination of internal and external support tasks).
• Interacting with the US Ireland offices, internal product partners, other members of the office (e.g., Legal, Compliance, Risk, Tax, Operations, Finance), and clients to deliver results in a timely manner.
• Ensure new deals are booked/ updated in relevant relationship systems and revenue captured at all times.
• Supporting the Operational Lending/booking capabilities and Trade Services capabilities, coordinating credit/TRE requests, Balance Monitoring, pricing proposals, and relationship reviews.
• Supporting the US syndicated customers with a MCCY tranche requiring an EMEA booking process
Assist team with pricing functions such as new pricing requests, exception pricing and regular price reviews.
Ad-hoc projects/initiatives/marketing/portfolio management/maintenance for all relevant product services.
Requirements
The successful candidate will be able to demonstrate:
• Demonstrated working knowledge of wholesale banking operations and/or systems
• Demonstrate in-depth knowledge of banking products and services related to treasury management, leadership skills, risk and regulatory compliance, accounting and bank operations.
• Excellent verbal, written, and interpersonal communication skills.
• Strong attention to detail and accuracy.
• Planning and budget management skills.
• Strong organizational and time management skills.
• Ability to multi-task and work in a deadline driven environment.
• Ability to work effectively in a team environment and interact, negotiate and communicate with all levels of management, staff and customers.
• Strong computer skills including MS Office, Outlook, Word and Excel.
• Strong customer service skills and demonstrated working knowledge of general banking operations and/or systems.
Please apply using our career portal via the link below, search for Req ID 2074BR.
https://sjobs.brassring.com/TGWebHost/home.aspx?partnerid=25486siteid=5553
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