Business Relationship Support Associate – GPL National Service Group (NSG) CSO 3
About the position
About this role: Wells Fargo is seeking a Business Relationship Support Associate (CSO3) in Global Payments & Liquidity (GPL) as part of Enterprise Functions. The team supports Internal partners as well as external customers for various banking products. Please note this role is in an Inbound Call Center Environment: 100% of day is on the phone. In this role, you will: Provide exceptional customer experience Interact with internal and external customers Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements 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 Identify opportunities for process improvements Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Responsibilities
• Provide exceptional customer experience
• Interact with internal and external customers
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• 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
• Identify opportunities for process improvements
• 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
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
• 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
Benefits
• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement
Apply Now
Apply Now
About this role: Wells Fargo is seeking a Business Relationship Support Associate (CSO3) in Global Payments & Liquidity (GPL) as part of Enterprise Functions. The team supports Internal partners as well as external customers for various banking products. Please note this role is in an Inbound Call Center Environment: 100% of day is on the phone. In this role, you will: Provide exceptional customer experience Interact with internal and external customers Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements 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 Identify opportunities for process improvements Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Responsibilities
• Provide exceptional customer experience
• Interact with internal and external customers
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• 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
• Identify opportunities for process improvements
• 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
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
• 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
Benefits
• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement
Apply Now
Apply Now