Wells Fargo Customer Service Associate 

Philippines, Maypajo 

791864016

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)