Business Relationship Support Representative-CSO2 Dedicated Team

About the position

Wells Fargo is seeking a Business Relationship Support Representative in Dedicated Client Services within Global Treasury Management (GTM). This role focuses on providing exceptional service for treasury management products and services, acting as a liaison between clients and various internal teams to ensure quality service delivery. The representative will work in a call center environment, primarily on the phone, and will be responsible for identifying and resolving client issues, training clients on products, and suggesting improvements to streamline interactions.

Responsibilities
• Service treasury management products and services
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• Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, vendors, and Relationship Managers
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• Identify trends through client interactions
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• Identify exceptions and suggest products, procedures, or services that will assist in streamlining the clients' interactions
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• Train clients on products and services to ensure optimal delivery and meet implementation needs
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• Perform post-implementation product usage and customer billing reviews
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• Identify opportunities for process improvements
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• Review and analyze the decision process for customer accounts
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• Verify compliance and report identified issues for resolution
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• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

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
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• 1+ year of Treasury Management product knowledge and experience
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• Commercial credit card experience
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• Customer service experience with Wells Fargo channels
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• Contact Center, Digital or Store Call center customer service experience in the financial services industry
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• Ability to provide strong customer service and develop customer relationships
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• Problem analysis and resolution skills
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• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
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• Strong analytical skills with high attention to detail and accuracy
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• Excellent verbal, written, and interpersonal communication skills
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• Effective organizational, multi-tasking, and prioritizing skills
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• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
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• Ability to work in a fast-paced deadline driven environment
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• Good PC skills with the aptitude to learn new systems quickly

Nice-to-haves

Benefits

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