GTM Business Relationship Support Representative (CSO2) NSG

In this role, you will:

Please note this role is in an Inbound Call Center Environment: 100% of day is on the phone

• 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 delivery of quality services to meet and exceed client needs
• Identify trends through client interactions
• Identify exceptions and suggest products, procedures or services that will assist in streamlining the clients' interactions
• Train clients on products and services to ensure optimal delivery and meet implementation needs
• Perform post implementation product usage and customer billing reviews
• Identify opportunity for process improvements
• Review and analyze the decision process for customer accounts
• Verify compliance and report identified issues for resolution
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Treasury Management product knowledge and experience
• Strong telephone etiquette skills
• Bank Branch experience
• Ability to lead, train & mentor new hires and internal partners
• Ability to navigate multiple computer systems, applications, and utilize search tools to find 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:

• Must be able to work at the posted location
• Hybrid schedule available – 5 days required in office, one week, 5 days at home the next week
• Position hours are Monday - Friday 9:00 am until 6:00 pm CST no flex arrangements

#GlobalTreasuryManagement

#CommercialBanking

Posting End Date: 

14 Feb 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all quali