Treasury Service Associate 1
Wells Fargo
Manila Philippines
3d ago

About Wells Fargo

Wells Fargo & Company (NYSE : WFC) is a diversified, community-based financial services company with $2.0 trillion in assets.

Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.

com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy.

With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No.

25 on Fortune’s 2017 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.

News, insights and perspectives from Wells Fargo are also available atWells Fargo Stories.

About Enterprise Global Services

Enterprise Global Services (EGS) 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.

EGS operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about EGS at our International Careers website.

Department Overview

The Business Services team across locations provides processing and voice support and to enable a follow-the-sun delivery model for Wells Fargo that would help us service our customers faster.

Business Services teams perform bank operation processes across divisions of WF Home Lending, Wholesale Ops, Wealth & Investment Management (WIM), PVSI & Community banking.

About the Role

Responsible for implementing and servicing treasury management products and services that are moderate to complex in nature.

Responsibilities

  • Identifying and resolving client issues
  • Acts 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.
  • Identifies 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.
  • Trains clients on products and services to ensure optimal delivery and meet implementation needs
  • Performs post implementation product usage and customer billing reviews.
  • May attend on-site client visits with manager to learn more about the business.
  • Market Skills and Certifications

  • Completed 2nd year without back subjects
  • At least 1 year of working background in a back office role which requires investigation and research and communicating to different parties
  • Proficient in MS Excel is an advantage
  • Organizational and detail-oriented skills. Ability to manage and prioritize work to meet deadlines despite frequent interruptions. Able to multi-task.
  • Good in both verbal and written communication skills.
  • Willing to work in a night and shifting schedule
  • Must be amenable to work in Taguig
  • APAC

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