דרושים Account Representative ב-United States, Minnesota, Minneapolis

Duties & Responsibilities:

• Research and respond to telephone, fax, or other inquiries and investigations from internal and external customers in a timely manner.
• Prepare and maintain a record of all inquiries andinvestigations.
• Investigate and research more complex data and problems by gathering and analyzing appropriate information.
• Partner with appropriate resources to seek out solutions to problems.
• Research and resolve problems within established department timeframes.
• Perform duties and assignments within established timeframes, ensuring proper follow-up and completion.
• Communicate resolution to the appropriate party in a timely manner.

Required Qualifications:

• 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years financial services experience
• Call center customer service experience in the financial services industry
• Ability to coordinate completion of multiple tasks and meet aggressive time frames
• Ability to effectively listen and elicit information
• Ability to interact with all levels of an organization
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to provide strong customer service while actively listening and responding in an appropriate manner
• Ability to take initiative and work independently with minimal supervision in a structured environment
• Good PC skills with the aptitude to learn new systems quickly
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Strong data entry and attention to detail skills
• Strong research and documentation skills
• Knowledge and understanding of service level agreement process
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• 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
• Strong organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Solid problem analysis and resolution skills
• Strong analytical skills with high attention to detail and accuracy
• Exposure to Wells Fargo ACH (Automated Clearing House) System
• Accredited ACH Professional (AAP)

Job Expectations:

• Must be able to attend full duration of required training period (Approx. 60 days)
• Must work on-site at the location posted (3-day/week in-office requirement)
• Work Schedule Monday-Friday 8:30am-5pm CT

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support internal and external customers with inquiries and complaints regarding loan servicing needs
• Monitor loan system and resolve customer issues, and process complex transactions online
• Perform moderately complex administrative, transactional, operational and customer support tasks
• Act as primary loan servicing contact that involve construction monitoring and disbursements
• Monitor collateral and preparing payoff letters, releasing collateral
• Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
• Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualification:

• 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Basic knowledge and understanding of collateral documentation, perfection, and business entities
• Knowledge and understanding of equipment leasing or automobile title processing
• Ability to work effectively in a team environment
• Excellent verbal, written, and interpersonal communication skills
• Sound attention to detail and accuracy skills
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work in a fast-paced deadline driven environment
• Ability to work independently, proactively, and creatively while exercising sound judgement
• Basic knowledge and understanding of collateral documentation, perfection, and business entities
• Effective organizational, multi-tasking, and prioritizing skills
• Intermediate Microsoft Office skills

Job Expectations:

• Must be able to work on site 5 days a week Monday through Friday
• Ability to work additional hours as needed
• Relocation assistance is not available for this position
• This position is not eligible for Visa Sponsorship

Location:

• 600 South 4th Street, Minneapolis, MN

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Identify ways to improve loan processing within established procedures

• Perform routine administrative, transactional, operational, and customer support tasks

• Enter data, process payments and loan coding changes, monitor, research and correct exception reports, audit the system of record, and process cash management transactions

• Receive direction from supervisors, and escalate non-routine client concerns to experienced individuals

• Interact with internal and external customers to respond to the raised concerns as well as determine appropriate course of action

• Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly

Required Qualifications:

• 6+ months of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proficient in commercial loan documentation, with specialized expertise in title-related matters

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Intermediate Microsoft Office skills

• Ability to manage self-paced work environment

• Sound analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship

• Candidate must be based out of posted location

• This position offers a full time in office work schedule

• Relocation assistance is not available for this position

• Ability to work additional hours as needed

Posting Locations:

• MINNEAPOLIS, MN

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Collaborate with internal sales and deal team members to execute on customer fundings.
• Influence internal stakeholders to enable a positive outcome for Wells Fargo and it's customers.
• Toggle between tactical requirements and strategic initiatives.
• Review and consolidate deal backup for entry into system of record.
• Leverage system of record to document critical deal components.
• Communication with customers, vendors and internal stakeholders.
• Effectively manage conflict and escalate appropriately.
• Participate in establishing working relationships with clients which already have existing accounts and achieving business objectives related to these client accounts
• Exercise independent judgment in maintaining and enhancing working relationship with the existing clients and meet business objectives
• Present recommendations for resolving more complex client requests and exercise independent judgment while developing expertise in the Equipment Finance Account Management functional area
• Collaborate with existing internal and external customers to build a working relationship
• Assist the more experienced managers in supporting customer requests for accounts

Required Qualifications:

• 4+ years of Equipment Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong experience resolving and working through escalated and complex customer issues
• Extensive knowledge and understanding of lease and loan products, pricing, credit underwriting
• Strong analytical skills including the ability to analyze financial metrics
• Customer service focus with the ability to balance needs of clients, shareholders, and team members
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to interact with all levels of an organization
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Knowledge and understanding of equipment finance and leasing
• Outstanding problem solving skills

Job Expectations:

• This position offers a hybrid work schedule
• Willingness to work on-site in one of the listed locations
• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Call center customer service experience in the financial services industry
• Strong telephone etiquette skills
• Knowledge and understanding of treasury management products and services
• Excellent customer service experience with previous client contact
• Excellent verbal, written, and interpersonal communication skills
• Ability to work in a fast paced, deadline driven environment
• Proven problem solving and decision-making skills
• Strong organizational, multi-tasking, and prioritizing skills
• Intermediate Microsoft Office, including Excel, Word and Power Point
• Proven ability to partner with internal and external partners to meet the needs of the customer
• 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

Job Expectations:

• Position work hours are Monday - Friday 9:00 AM - 6:00 PM
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Location:

• 600 S 4th Street - Minneapolis, MN

Salary Range:

• $21.63 - $28.37 Hourly range

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.