Business Relationship Support Representative - Treasury Service Associate (WellsOne)


Date: 1 week ago
City: Charlotte, NC
Contract type: Full time
Why work for us?

At Wells Fargo, we support employees' career aspirations and growth. We ranked #3 on the 2022 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're proud of our employee-welfare-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. We also offer competitive salaries and one of the richest benefits packages in the industry.

About this role:

Wells Fargo is seeking a Business Relationship Support Representative - Treasury Service Associate within Commercial Banking - Global Treasury Management. Learn more about the career areas and lines of business at .

Please note this role is a call center environment and may require extensive time on the phone as well as a structured schedule.

This position will be a hybrid schedule and will be required to live in or nearby one of the listed posting locations.

In this role, you will:

  • Provide support for a small portfolio of customers

  • Work with business client managers to maintain a portfolio of accounts

  • Oversee overall customer experience

  • Produce loan reports and forms related to initiation of the documentation process

  • Assist in financial statement analysis for non-complex relationships

  • Handle customer issues and assist in decisions with business client managers

  • Evaluate profitability and risk of designated portfolio

  • Help with customer associated risk management

  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

  • Interact with internal customers

  • Receive direction from leaders

  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

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 experience

  • Call center customer service experience in the financial services industry

  • Commercial credit card experience

  • Problem analysis and resolution skills

  • 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

  • Good PC skills with the aptitude to learn new systems quickly

  • Customer service experience with Wells Fargo channels Contact Center, Digital or Store

  • Experience with TSYS processing system

  • Strong telephone etiquette skills

Job Expectations:

  • Work Schedule: Monday through Friday 7:00 AM to 3:30 PM Mountain Time


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, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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