Please note this role is in an Inbound Call Center Environment: 100% of day is on the phone
- 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
Required Qualifications:
- 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:
- 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
Job Expectations:
- Must be able to work at the posted location
- Hybrid schedule available – 5 days required in office, one week, 5 days at home the next week
- Position hours are Monday - Friday 9:00 am until 6:00 pm CST no flex arrangements
16 Mar 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.