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 , • Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, vendors, and Relationship Managers , • 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 opportunities 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 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 , • 1+ year of Treasury Management product knowledge and experience , • Commercial credit card experience , • Customer service experience with Wells Fargo channels , • Contact Center, Digital or Store Call center customer service experience in the financial services industry , • Ability to provide strong customer service and develop customer relationships , • Problem analysis and resolution 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 Nice-to-haves

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