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Treasury Service Associate 1

Company: Wells Fargo
Location: El Monte
Posted on: March 24, 2020

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.-- In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Treasury Management includes managing and optimizing our customers' cash flow and mitigating its operational, financial, and reputational risk. We focus on creating operating efficiencies, cost savings and time savings for our customers by delivering treasury solutions through a consultative approach.We put our customers at the center of every decision we make by focusing on their needs, being a leader in innovation, keeping things simple, and making our solutions easy to implement.Wells Fargo Treasury Management Client Services (TMCS) supports a wide range of Treasury Management products and services to help small business, middle-market, and corporate customers manage their receivables, payments, and account information. TMCS supports both regional and national sales, and works with retail business banking, regional commercial banking, U.S. corporate, International, and other wholesale banking teams.TMCS assists external and internal customers with Treasury Management products. With multiple centers across the U.S., the team supports over 50,000 Treasury Management customers across the bank.This role is primarily to provide exceptional service and support to our wholesale customers mainly through phone and email communication channels. Many of the services the candidate will assist with are Lockbox, Cash Vault, and general account inquiries. We also support many of the products within the Wells Fargo Commercial Electronic Office (CEO) including online Wire transfers, ACH payments, Desktop Deposit, Treasury Information Reporting, and along with other Wells Fargo Commercial Treasury products.Duties May Include:--- Identifying and resolving client issues by having a dynamic customer service attitude through telephone and email--- Fielding an average of 40 incoming calls per day--- Responding, completing, and interacting through Microsoft Outlook and Lync communication channels--- Acting as a liaison between the client and bank operations, sales officers, vendors and relationship managers to ensure the delivery of quality services to meet the client's needs--- Responsible for accurately creating, monitoring, and managing requests to meet and exceed expectations--- Assist client with product training and walk thru of Treasury Management services--- Participate in assigned special projectsWant to learn more?Paste this link into a new browser () to watch as team members share their career paths and talk about what makes Treasury Management Client Services a great place to work. They share their passion for problem-solving and talk about providing best-in-class customer support to commercial banking customers.

Required Qualifications

  • 1+ year of financial services experience, demonstrated through work, military, or education

    Desired Qualifications
    • 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

      Other Desired Qualifications
      --- A BS/BA degree or higher--- Call center experience--- Knowledge and understanding of treasury management industry, products and services--- Strong telephone etiquette skills--- Bilingual speaking proficiency in Spanish/English--- Demonstrated experience corresponding with clients via phone, email, and live chat--- Ability to make decisions and use creative problem solving skills to successfully resolve customer inquiries--- Email etiquette skills--- Energetic, quick learner, positive attitude, self-motivated--- Ability to effectively and quickly assess customer needs while working in a fast-paced environment--- Flexibility to adjust work schedule to accommodate business needs



      Street Address
      CA-El Monte: 3440 Flair Dr - El Monte, CA


      Disclaimer

      All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

      Relevant military experience is considered for veterans and transitioning service men and women.
      Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo, El Monte , Treasury Service Associate 1, Accounting, Auditing , El Monte, California

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