Business Relationship Support Representative (CSO 2) - Global Treasury Mana

at  Wells Fargo

Winston-Salem, NC 27101, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate06 Feb, 2025Not Specified07 Nov, 20242 year(s) or aboveCollaboration,Training,Communication Skills,Analytical SkillsNoNo
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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, educatio

Desired Qualifications:

  • Call center customer service experience in the financial services industry
  • Strong telephone etiquette skills
  • Financial Services experience
  • Treasury management experience and knowledge
  • Intermediate Microsoft Office 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
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Ability to work in a fast-paced deadline driven environmen

Responsibilities:

ABOUT THIS ROLE:

Wells Fargo is seeking a Business Relationship Support Representative in Global Treasury Management (GTM) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com .

PLEASE NOTE - THIS ROLE IS IN A CALL CENTER ENVIRONMENT.

In this role, you will:

  • Provide support for a small portfolio of customers
  • Work with business client managers to maintain a portfolio of accounts
  • Oversee overall customer experience
  • Produce loan reports and forms related to initiation of the documentation process
  • Assist in financial statement analysis for non-complex relationships
  • Handle customer issues and assist in decisions with business client managers
  • Evaluate profitability and risk of designated portfolio
  • 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

Desired Qualifications:

  • Call center customer service experience in the financial services industry
  • Strong telephone etiquette skills
  • Financial Services experience
  • Treasury management experience and knowledge
  • Intermediate Microsoft Office 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
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Ability to work in a fast-paced deadline driven environment

Job Expectations:

  • Position hours are Monday - Friday 9:00 AM - 6:00 PM ET
  • This position offers a hybrid work schedule

Position Location:

  • 100 N Main Street - Winston Salem, NC

GlobalTreasuryManagement

CommercialBanking


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Winston-Salem, NC 27101, USA