Business Relationship Support Representative - CSO 2 GPL NSG
About The Position
Wells Fargo is seeking a Business Relationship Support Representative in Global Payments & Liquidity (GPL) 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: Oversee overall customer experience Service treasury management products and services for external and internal customers 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 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 Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- Call center customer service experience in the financial services industry
- Strong telephone etiquette skills
- Financial Services experience
- Treasury Management products and services experience
- 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
Responsibilities
- Oversee overall customer experience
- Service treasury management products and services for external and internal customers
- 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
- 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
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
