DES MOINES, IA, USA
1 day ago
Business Relationship Support Representative (CSO 2) – Dedicated Team

About this role:

Wells Fargo is seeking a Business Relationship Support Representative - Client Service Officer 2 in Global Treasury Management (GTM) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Provide support for a portfolio of customersAct as the customers' main point of contact for operational and product questionsWork with business client managers to maintain a portfolio of accountsHelp with customer onboarding, due diligence, proactive outreachOversee overall customer experienceHandle customer issues and assist in decisions with business client managersHelp with customer associated risk managementCollaborate and consult with peers, colleagues, and managers to resolve issues and achieve goalsInteract with internal customersReceive direction from leadersExercise 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 product knowledge and experienceCall center customer service experience in the financial services industryAbility to provide strong customer service and develop customer relationshipsStrong telephone etiquette skillsCommercial credit card experienceIntermediate Microsoft Office skillsAbility to navigate multiple computer systems, applications, and utilize search tools to find informationStrong analytical skills with high attention to detail and accuracyExcellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skillsAbility to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are importantAbility to work in a fast-paced deadline driven environment


Job Expectations:

The position hours are 9:00 AM to 6:00 PM CTThis position offers a hybrid work scheduleAbility to travel up to 10% of the time

Location:

801 Walnut Street, Des Moines, IA 50309

#GlobalTreasuryManagement

#CommercialBanking

Posting End Date: 

25 Sep 2024

*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 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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