Business Relationship Support Representative - CSO2 NSG

at  Wells Fargo

El Monte, California, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate04 Jan, 2025USD 33 Hourly05 Oct, 20242 year(s) or aboveTraining,Collaboration,Analytical Skills,Communication Skills,New Hires,Product KnowledgeNoNo
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Description:

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.

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:

  • Treasury Management product knowledge and experience
  • Strong telephone etiquette skills
  • Ability to lead, train & mentor new hires and internal partners
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Intermediate Microsoft Office skills
  • 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 .

IN THIS ROLE, YOU WILL:

Please note this role is in a Call Center Environment: 100% of day is on the phone

  • Service treasury management products and services
  • Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services to meet and exceed client needs
  • Identify trends through client interactions
  • Identify exceptions and suggest products, procedures or services that will assist in streamlining the clients’ interactions
  • Train clients on products and services to ensure optimal delivery and meet implementation needs
  • Perform post implementation product usage and customer billing reviews
  • Identify opportunity for process improvements
  • Review and analyze the decision process for customer accounts
  • Verify compliance and report identified issues for resolution
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

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:

  • Treasury Management product knowledge and experience
  • Strong telephone etiquette skills
  • Ability to lead, train & mentor new hires and internal partners
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Intermediate Microsoft Office skills
  • 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:

  • Must be able to work at the posted location
  • Hybrid schedule available - 5 days required in office one week, 5 days at home the next week
  • Position hours are Monday - Friday 9:00 am until 6:00 pm no exceptions PACIFIC TIME

GlobalTreasuryManagement

CommercialBanking


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

El Monte, CA, USA