Business Relationship Support Representative
at Wells Fargo
Winston-Salem, North Carolina, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 06 Nov, 2024 | Not Specified | 08 Aug, 2024 | 2 year(s) or above | Client Contact,Excel,Communication Skills,Microsoft Office,Training | 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:
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