Business Relationship Support Representative-Global Treasury Management Client Services - Dedicated Client Service Officer 2

11 Aug 2024

Vacancy expired!

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.About this role:Wells Fargo is seeking a Business Relationship Support Representative Global Treasury Management Client Services - Dedicated Client Service Officer 2. 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 product and services

Call center customer service experience in the financial services industry

Ability to provide customer service and develop customer relationships

Telephone etiquette skills

Problem analysis and resolution skills

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

Customer service experience with Wells Fargo channels Contact Center, Digital or Store

Commercial credit card experience

Job Expectations:

This position offers a hybrid work schedule.

Position schedule is Monday- Friday from 9am - 6pm Central Time.

This position is not eligible for Visa Sponsorship

Posting End Date:15 Aug 2024Job posting may come down early due to volume of applicants.We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.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.Company: WELLS FARGO BANKReq Number: R-389585Updated: Sun Aug 11 03:49:36 UTC 2024Location: CHARLOTTE,North Carolina

Full-time
  • ID: #52284532
  • State: North Carolina Charlotte 28201 Charlotte USA
  • City: Charlotte
  • Salary: USD TBD TBD
  • Showed: 2024-08-11
  • Deadline: 2024-10-10
  • Category: Et cetera