Business Relationship Support Associate - GPL National Service Group (NSG)
About the position
About this role: Wells Fargo is seeking a Business Relationship Support Associate in Global Payments and Liquidity (GPL) as part of Enterprise Functions. The GPL Reporting Team plays a key role in supporting multiple business units and is known for delivering high-quality insights that influence decision making across the GPLSI organization. The team supports internal partners as well as external customers for various banking products. In this role, you will: 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
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
Requirements
• 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 6+ months experience in Treasury Management call center customer service
Nice-to-haves
• Strong knowledge with a wide variety of Treasury Management products
• Experience in a call center environment with strong telephone etiquette skills
• Bank Branch experience
• Ability to lead, train & mentor new hires and internal partners
• Demonstrated ability to navigate multiple computer systems and applications while efficiently and effectively using search tools to locate and verify information (e.g., Vantage, Hogan, ServiceView)
• 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
Apply tot his job
Apply To this Job
About this role: Wells Fargo is seeking a Business Relationship Support Associate in Global Payments and Liquidity (GPL) as part of Enterprise Functions. The GPL Reporting Team plays a key role in supporting multiple business units and is known for delivering high-quality insights that influence decision making across the GPLSI organization. The team supports internal partners as well as external customers for various banking products. In this role, you will: 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
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
Requirements
• 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 6+ months experience in Treasury Management call center customer service
Nice-to-haves
• Strong knowledge with a wide variety of Treasury Management products
• Experience in a call center environment with strong telephone etiquette skills
• Bank Branch experience
• Ability to lead, train & mentor new hires and internal partners
• Demonstrated ability to navigate multiple computer systems and applications while efficiently and effectively using search tools to locate and verify information (e.g., Vantage, Hogan, ServiceView)
• 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
Apply tot his job
Apply To this Job