Business Relationship Associate

vor 4 Wochen


Frankfurt am Main, Hessen, Deutschland WELLS FARGO BANK Vollzeit
About this role:

Wells Fargo is seeking an experienced Business Relationship Support Specialist to support the Financial Institutions Group in the EMEA region. This is a varied role for an individual with exceptional client care skills, attention to detail, KYC and AML knowledge. As a subject matter expert, you will play a leading role notably in the completion of the Ongoing Due Diligence process as well as the new client Due Diligence onboarding process. This will include sourcing of KYC documentation, a close connectivity with clients, which will include building client rapport, and co-ordination of a timely completion.

Key Responsibilities:
  • Partner with Relationship Managers to resolve issues, provide status updates on implementations, and complete line of business operational projects, as necessary.
  • Coordinate with product partners on a range of client related matters.
  • Be accountable for a portfolio of Financial Institutions Group customers, specifically Banks.
  • Independently and/or collaboratively work with key internal and external stakeholders fostering strong relationships.
  • Conduct customer outreach for the purpose of relationship building and client support.
  • Primary point of contact for collecting AML documents and data elements in adherence with Customer Due Diligence Standards.
  • Identify opportunities for process improvements within the portfolio.
  • Develop expertise in the relevant 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.
  • Receive and follow direction from leaders.
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
Requirements:
  • Experience in Business Relationship Support, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Preferred Qualifications:
  • Strong organisational skills and ability to multi-task on concurrent projects.
  • Ability to work in a fast-paced, highly demanding team environment.
  • Strong verbal, written, and interpersonal communication skills.
  • Ability to foster strong relationships.
  • Familiarity and experience with Anti-Money Laundering (AML) and Customer Due Diligence (CDD).
Job Expectations:
  • Flexibility to adjust to work environment, client and business requirements as needed.
  • This is a hybrid role with the expectation to work 3 days in office, 2 days remote.


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