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Wells Fargo Portfolio Account Manager 
United Kingdom, England, City of London 
870276312

18.02.2025

In this role you will:

  • Manage the day-to-day customer relationship to ensure smooth running of the account
  • Manage customer inquiries, payment performance and disputes
  • Oversee growth opportunities and recommend improvements for customer satisfaction
  • Resolve complex customer inquiries, billing errors, payment performance and disputes
  • Perform financial analysis of customers in underwriting
  • Identify and recommend opportunities for process improvement and risk control development
  • Make decisions and resolve issues to meet business objectives
  • Interpret policies, procedures, and compliance requirements
  • Collaborate and influence all levels of professionals including senior managers
  • Various internal reporting requirements.
  • Manage credit line submission to Credit
  • Visit key dealers and manufacturers
  • Engage in cross functional project and report out to management team
  • Manage soft collections

Required Qualifications:

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


Desired Qualifications:

  • Background in Finance / Banking / Factoring / Customer Service
  • Customer Service Orientation - acts to help or serve customers, focusing efforts on discovering and meeting their needs
  • Communication skills - ability to relay required information clearly and succinctly to the customer; ability to listen to the customer and answer queries in a clear, diplomatic and articulate manner; communicate directly with customers, vendors, sales reps, Risk contacts, & relationship managers
  • Microsoft products – excel, word, power point, outlook
  • Understand products/services offered
  • Work within the framework of company regulations e.g. data protection, ensuring compliance at all times
  • Fluent French is desired but not required.

Speaking French is a plus but not a requirement

27 Feb 2025


Wells Fargo Recruitment and Hiring Requirements:

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