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Customer Service Associate

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Philippines

Offer summary

Qualifications:

Bachelor's degree or completed 2nd year College, 1-3 years in back office or non-voice BPO, Financial experience preferred, treasury advantage, Effective communication skills, Above average MS Excel skills.

Key responsabilities:

Implement and service treasury management products
Identify and resolve client issues effectively
Train clients on products for optimal use
Perform post-implementation product reviews
Monitor client portfolio compliance and trends

Wells Fargo Financial Services XLarge http://www.wellsfargo.com/

273204 - 273204 Employees

See more Wells Fargo offers

Job description

About this role:

Wells Fargo is seeking a Customer Service Associate...

Market Job Description :

About Wells Fargo India & Philippines
Wells Fargo India & Philippines (WFIP) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. WFIP operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WFIP at our International Careers website.

Department Overview
Treasury Management & Payment Solutions
Provides cash management services and digital channel capabilities for customers of Commercial Banking and Corporate & Investment Banking. The Unit also serves some Consumer and Small Business Banking and Wealth and Investment Management customers, and Auto Dealer Finance partner relationships in Consumer Lending

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.