Business Relationship Support Representative

at  Wells Fargo

Winston-Salem, North Carolina, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate06 Nov, 2024Not Specified08 Aug, 20242 year(s) or aboveClient Contact,Excel,Communication Skills,Microsoft Office,TrainingNoNo
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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:

  • Knowledge and understanding of treasury management products and services
  • Excellent customer service experience with previous client contact
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work in a fast paced, deadline driven environment
  • Proven problem solving and decision-making skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Intermediate Microsoft Office, including Excel, Word and Power Point
  • Experience with Hogan and Service View
  • Proven ability to partner with internal and external partners to meet the needs of the customer
  • Well organized with attention to detail
  • Ability to work in a close team environmen

Responsibilities:

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:

  • 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:

  • Knowledge and understanding of treasury management products and services
  • Excellent customer service experience with previous client contact
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work in a fast paced, deadline driven environment
  • Proven problem solving and decision-making skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Intermediate Microsoft Office, including Excel, Word and Power Point
  • Experience with Hogan and Service View
  • Proven ability to partner with internal and external partners to meet the needs of the customer
  • Well organized with attention to detail
  • Ability to work in a close team environment

Job Expectations:

  • Must be able to work at a posted location
  • Hybrid schedule available - 3 days required in office
  • Position schedule is Monday - Friday, start times between 8am and 10am EST

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, USA