In this role, you will:
Be responsible for a complex portfolio of customers
Share leadership role with managers to oversee a portfolio of accounts
Identify opportunity for process improvements within the portfolio
Review and analyze the decision process for customer accounts
Evaluate the profitability and risk of designated portfolio
Verify compliance and report identified issues for resolution
Present recommendations to resolve and exercise independent judgment
Develop expertise in the policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customer
Receive direction from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service experience
Knowledge and understanding of financial services or call center environment
Ability to manage initiatives involving process improvements
Ability to provide leadership by coaching, training, and mentoring
Problem solving skills
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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