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Wholesale Relationship Associate 2

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application. 

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

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

Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions.

Middle Market Banking
o    Services private and public companies with annual sales of $5 million to $2 billion
o    Specialized expertise across industry sectors

Treasury Management & Payment Solutions
o    Provides cash management services and digital channel capabilities for customers of Commercial Banking and Corporate & Investment Banking 
o    Also serves some Consumer and Small Business Banking and Wealth and Investment Management customers, and Auto Dealer Finance partner relationships in Consumer Lending

Responsible for supporting a moderate to large and/or complex portfolio of customers and shares leadership role with relationship managers and/or customer support manager in managing a portfolio of accounts. Independently and proactively handles customer issues, 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. Monitors accounts/portfolios/loan bookings to assure compliance with regulatory and company requirements; communicates regulatory and company requirements, tracks compliance and reports/escalates identified issues for resolution. Helps with customer onboarding, due diligence and other associated risk management matters where required. Acts as the customers main point of contact for operational questions. Manages "owning the customer experience" approach and effectively executes on all standard protocols regarding interactions with customers. Conducts customer courtesy calls, by phone and in-person, to build relationships and identify cross-sell opportunities.

Employees 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 demonstrated through work or military experience

Desired Qualifications

  • Customer service focus with the ability to listen to customer needs and recommend solutions
  • Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
  • Ability to work effectively, as well as independently, in a team environment
  • Treasury experience
  • Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
  • Ability to manage client relationships
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Strong attention to detail and accuracy skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Face-to-face customer service experience

Other Desired Qualifications
  • Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
  • Experience with partner/collaboration efforts with Commercial Banking Group and/or a Wholesale group
  • Extensive knowledge and understanding of commercial or specialty group servicing operations
  • Knowledge of various systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, Relationship View and Service View

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

CA-San Jose: Min: $63,100 Mid: $87,600 Max: $112,100
CA-Monterey: Min: $57,800 Mid: $80,300 Max: $102,800

Street Address

CA-San Jose: 50 West San Fernando Street - San Jose, CA
CA-Monterey: 50 Ragsdale Dr - Monterey, CA


    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.

Benefits Summary


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Wells Fargo
Full time
Monterey, CA 93941, US