This job has expired and you can't apply for it anymore. Start a new search.

CTS Relationship Manager 2

Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

 

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

 

Wholesale Banking provides financial solutions to businesses across the United States and globally, with annual sales generally in excess of $5 million. Our 9 major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Securities, and the Investment Portfolio. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses. 

This position is within Corporate Trust Services (CTS).

Responsible for developing and maintaining strong customer relationships for large and/or critical/complex Corporate Trust Business Escrow accounts. Provides primary client contact, proactive communication and consultation, and coordination of internal partners for the effective delivery of Corporate Trust products and services. Provides support for new account sales. Ensure customer satisfaction through designing and implementing a relationship plan that meets customer needs. Duties include: represent CTS in developing and maintaining client relationships with large and/or critical/complex clients; ensure sound risk management and compliance practices, perform contractual document review, negotiation, and closing coordination, and subsequent amendments and supplements; maintaining appropriate levels of risk mitigation and adherence to relevant policies and procedures with the acceptance and on-boarding of new accounts and contract revisions. May participate in closing of deals and may independently close deals.

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

  • 7+ years of experience in one or a combination of the following: trust, financial services, or account management



Desired Qualifications

  • Ability to work in a fast paced deadline driven environment
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
  • Experience reading and interpreting complex legal documents
  • Ability to instruct others
  • Ability to interact with all levels of an organization
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Effective organizational, multi tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Extensive math skills
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Solid problem solving and decision making skills
  • Strong analytical skills with high attention to detail and accuracy



Other Desired Qualifications
  • Corporate Trust Account Administration experience
  • M&A business escrow product experience or other related experience (1031 Like Kind, Paying Agent, or Insurance products)
  • Relationship management experience
  • Experience reading and interpreting escrow agreements


Job Expectations

  • Ability to travel up to 10% of the time



Disclaimer


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.


AdvertisementAdvertisement