Business Relationship Support Representative-CSO2 Dedicated Team
About the position
Wells Fargo is seeking a Business Relationship Support Representative in Dedicated Client Services within Global Treasury Management (GTM). This role focuses on providing exceptional service for treasury management products and services, acting as a liaison between clients and various internal teams to ensure quality service delivery. The representative will work in a call center environment, primarily on the phone, and will be responsible for identifying and resolving client issues, training clients on products, and suggesting improvements to streamline interactions.
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
,
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 opportunities 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
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
,
1+ year of Treasury Management product knowledge and experience
,
Commercial credit card experience
,
Customer service experience with Wells Fargo channels
,
Contact Center, Digital or Store Call center customer service experience in the financial services industry
,
Ability to provide strong customer service and develop customer relationships
,
Problem analysis and resolution 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
,
Good PC skills with the aptitude to learn new systems quickly
Nice-to-haves
Benefits
Apply Now
Wells Fargo is seeking a Business Relationship Support Representative in Dedicated Client Services within Global Treasury Management (GTM). This role focuses on providing exceptional service for treasury management products and services, acting as a liaison between clients and various internal teams to ensure quality service delivery. The representative will work in a call center environment, primarily on the phone, and will be responsible for identifying and resolving client issues, training clients on products, and suggesting improvements to streamline interactions.
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
,
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 opportunities 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
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
,
1+ year of Treasury Management product knowledge and experience
,
Commercial credit card experience
,
Customer service experience with Wells Fargo channels
,
Contact Center, Digital or Store Call center customer service experience in the financial services industry
,
Ability to provide strong customer service and develop customer relationships
,
Problem analysis and resolution 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
,
Good PC skills with the aptitude to learn new systems quickly
Nice-to-haves
Benefits
Apply Now