Business Relationship Support Associate

ALPFA Baltimore Chapter

Des Moines, IAFresher1h agovia LinkedIn

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.

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