Business Relationship Support Associate
ALPFA Baltimore Chapter
About the Role
- Wells Fargo is seeking a Business Relationship Support Associate (CSO3) in Global Payments & Liquidity (GPL) as part of Enterprise Functions.
- The team supports Internal partners as well as external customers for various banking products.
- This role is in an Inbound Call Center Environment: 100% of the day is on the phone.
Key Responsibilities
- Provide exceptional customer experience.
- Interact with internal and external customers.
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
- 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 quality delivery of services.
- Identify trends through client interactions.
- Identify exceptions and suggest products, procedures or services that will assist in streamlining clients' interactions.
- Train clients on products and services to ensure optimal delivery and meet implementation needs.
- Identify opportunities for process improvements.
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
Requirements & Tech Stack
- 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Strong knowledge with a wide variety of Treasury Management products.
- Experience in a call center environment with strong telephone etiquette skills.
- Bank Branch experience.
- Ability to lead, train & mentor new hires and internal partners.
- Demonstrated ability to navigate multiple computer systems and applications while efficiently and effectively using search tools to locate and verify 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
- Working hours are from 9 AM to 6 PM local standard time.
- Position Location Option: Des Moines, Iowa (IA) - 801 Walnut Street. Must be based in the above location or willing to relocate at your own expense. Relocation assistance is not available for this position.
- This position currently offers a hybrid work schedule.
- This position is not eligible for Visa sponsorship.
- Specific compliance policies may apply regarding outside activities and/or personal investing.