Business Relationship Support Representative (CSO 2) - Global Treasury Mana
at Wells Fargo
Winston-Salem, NC 27101, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 06 Feb, 2025 | Not Specified | 07 Nov, 2024 | 2 year(s) or above | Collaboration,Training,Communication Skills,Analytical Skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
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