Wells Fargo

Business Relationship Support Representative

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Winston Salem • North Carolina • United States

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Salary

💰 $22 - $28 per hour

About the role

  • Oversee overall customer experience
  • Service treasury management products and services for external and internal customers
  • 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
  • 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
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements

  • 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Call center customer service experience in the financial services industry
  • Strong telephone etiquette skills
  • Financial Services experience
  • Treasury Management products and services experience
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Business Relationship SupportTreasury Management productsCall center customer serviceMicrosoft OfficeAnalytical skillsAttention to detailProblem resolutionProcess improvementClient trainingCompliance verification
Soft Skills
Telephone etiquetteVerbal communicationWritten communicationInterpersonal communicationOrganizational skillsMulti-taskingPrioritizingTeam collaborationFlexibilityAdaptability