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Corporate Trust Services (CTS) Relationship Manager 2

Company: Wells Fargo
Location: Dallas
Posted on: August 23, 2019

Job Description:

Job DescriptionAt Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll 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. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Wells Fargo Commercial Capital (WFCC) combines Wholesales secured lending businesses including Asset Backed Finance (ABF), Commercial Distribution Finance (CDF), Corporate Trust Services (CTS), Wells Fargo Capital Finance (WFCF) and Wells Fargo Equipment Finance (WFEF). This consolidated group of businesses helps customers leverage their companys assets into flexible financing solutions. WFCC is a leading contributor to Wholesales revenue, assets, and net income.

This position is within Corporate Trust Services (CTS) - a division within Commercial Capital.

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 and may have individual goals for sales to existing customers and/or referral sources. 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; increase account profit through cross-selling products and services to existing 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 units 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


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




      Other Desired Qualifications


      • Experience administering M&A Escrow, along with Paying Agent, Business Escrows, Regulatory Trust or other related experience (1031 Like Kind or Insurance Trust products)
      • Trust and/or securities product experience


        Job Expectations


        • Ability to travel up to 10% of the time




          Street AddressIL-Chicago: 10 S Wacker Drive - Chicago, IL

          CA-LA-Downtown Los Angeles: 333 S Grand Avenue - Los Angeles, CA

          TX-DAL-Downtown Dallas: 1445 Ross Ave - Dallas, TXDisclaimerAll 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.

Keywords: Wells Fargo, Grapevine , Corporate Trust Services (CTS) Relationship Manager 2, Executive , Dallas, Texas

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