Business Relationship Support Representative - NSG CSO 2
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, with 100% of the day 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, suggest products/procedures for streamlining client interactions, train clients on products and services, perform post-implementation reviews, identify opportunities for process improvements, review and analyze customer account decision processes, and verify compliance, reporting identified issues for resolution. Collaboration with peers, colleagues, and managers is expected to resolve issues and achieve 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
