Business Relationship Support Representative (CSO 2) - Dedicated Team

at  Wells Fargo

Charlotte, North Carolina, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate29 Jan, 2025Not Specified30 Oct, 20241 year(s) or aboveCustomer Contact,Analytical Skills,Collaboration,Communication Skills,Customer Service,TrainingNoNo
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Description:

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Required Qualifications:

  • 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ years of customer contact within a Financial Services environment
  • Treasury Management product and services experienc

Desired Qualifications:

  • Experience providing support for a portfolio of internal and external customers
  • Systems knowledge and navigation experience (i.e. Hogan, OIB, Service View)
  • Ability to provide strong customer service and develop customer relationships
  • Strong telephone etiquette skills
  • Intermediate Microsoft Office/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
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to interact with integrity and a high level of professionalism with all levels of team members and management
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are importan

Responsibilities:

Wells Fargo is seeking a Business Relationship Support Representative in Middle Market Commercial Banking as part of Global Treasury Management (GTM) within Enterprise Functions.
The Dedicated Client Service Officer will be responsible for managing a portfolio of customers with complex Treasury Management products and services. This includes end-to-end case management and resolution for wide-ranging customer situations, conducting research, determining appropriate course of action, documenting findings, and supporting the issue through direct communication.
Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

  • Provide support for a portfolio of customers
  • Work with business client managers to maintain customer relationships
  • Oversee overall customer service experience
  • Handle customer issues and assist in decisions with business client managers
  • Help with customer associated risk management
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

  • 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ years of customer contact within a Financial Services environment
  • Treasury Management product and services experience

Desired Qualifications:

  • Experience providing support for a portfolio of internal and external customers
  • Systems knowledge and navigation experience (i.e. Hogan, OIB, Service View)
  • Ability to provide strong customer service and develop customer relationships
  • Strong telephone etiquette skills
  • Intermediate Microsoft Office/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
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to interact with integrity and a high level of professionalism with all levels of team members and management
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

Job Expectations:

  • Position hours for this position are Monday - Friday, 9:00 AM to 6:00 PM ET
  • This position offers a hybrid work schedule: 3 days minimum onsite per week, 2 days at home
  • Ability to travel up to 10% of the time

Posting Location:

  • 1525 West WT Harris Blvd - Charlotte, NC 28262

GlobalTreasuryManagement

CommercialBanking


REQUIREMENT SUMMARY

Min:1.0Max:2.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

Charlotte, NC, USA