Business Relationship Support Representative - NSG CSO 2

Wells Fargo•Des Moines, IA

10d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Representative in Global Treasury Management (GTM) as part of Enterprise Functions. This role operates in an Inbound Call Center Environment where 100% of the day is spent on the phone. The representative will service treasury management products and services, identify and resolve client issues by acting as a liaison between the client and bank operations, sales officers, vendors, and Relationship Managers. They will also identify trends through client interactions, identify exceptions and suggest products, procedures, or services for streamlining client interactions, and train clients on products and services for optimal delivery and implementation. Additionally, the role involves performing post-implementation product usage and customer billing reviews, identifying opportunities for process improvements, reviewing and analyzing the decision process for customer accounts, and verifying compliance while reporting identified issues for resolution. Collaboration and consultation with peers, colleagues, and managers are essential for resolving issues and achieving goals.

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
Must be able to work at the posted location
Position hours are Monday - Friday 9:00 am until 6:00 pm CST, no flex arrangements

Nice To Haves

Treasury Management product knowledge and experience
Strong telephone etiquette skills
Bank Branch experience
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

Responsibilities

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