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Wells Fargo Customer Service Associate 
Philippines, Maypajo 
791864016

18.08.2024

Treasury Management & Payment Solutions
Responsibilities

  • Responsible for implementing and servicing treasury management products and services that are less complex in nature.
  • Duties may include: Identifying and resolving 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 and to meet client needs;
  • Identifying trends through tracking and monitoring the client s portfolio to ensure compliance, identify exceptions or suggest products, procedures or services that may streamline the client s interactions;
  • Training clients on products and services to ensure optimal delivery and meet implementation needs;
  • Performing post implementation product usage and customer billing reviews

Market Skills and Certifications

  • Bachelor's degree or at least completed 2nd year level in College
  • 1-3 years of relevant experience in the back office or non-voice BPO set up; financial related background is highly preferred; treasury experience is an advantage
  • Ability to communicate effectively
  • Ability to demonstrate accuracy and attention to details
  • Knowledge on standard CRM related systems and tools
  • Above average MS excel skills
  • Work is still currently on a work from home set up until further notice
  • Work shift will follow a fixed 9pm-6am (night shift)