Responsibilities

• Responsible for implementing and servicing treasury management products and services that are less complex in nature.
• Duties may include: Identifying and resolving 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 and to meet client needs;
• Identifying trends through tracking and monitoring the client s portfolio to ensure compliance, identify exceptions or suggest products, procedures or services that may streamline the client s interactions;
• Training clients on products and services to ensure optimal delivery and meet implementation needs;
• Performing post implementation product usage and customer billing reviews

Market Skills and Certifications

• Bachelor's degree or at least completed 2nd year level in College
• 1-3 years of relevant experience in the back office or non-voice BPO set up; financial related background is highly preferred; treasury experience is an advantage
• Ability to communicate effectively
• Ability to demonstrate accuracy and attention to details
• Knowledge on standard CRM related systems and tools
• Above average MS excel skills
• Work is still currently on a work from home set up until further notice
• Work shift will follow a fixed 9pm-6am (night shift)

We Value Diversity

At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.

RWF

We Value Diversity

At Wells Fargo, we believe in diversity 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, or national origin.

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.