Relationship Associate, Financial Institutions Group
Wells Fargo
Manila, National Capital Region
4d ago

Job Description

  • Responsible for providing customer service to a portfolio of bank customers, sharing leadership role with relationship managers.
  • Primary servicing responsibility for Philippines customers but will cover other geographies subject to business requirement.
  • This is an individual contributor role
  • Independently, proactively and effectively manage customer issues, monitors overdrafts, confirms additional source of funds and partners with office management in decision-making process.
  • Evaluate profitability and risk of designated portfolio.; Monitor accounts, portfolios and loan bookings to assure compliance with regulatory and company requirements.
  • Communicates regulatory and company requirements, tracks compliance and reports / escalates identified issues for resolution.
  • Assist with customer onboarding, due diligence and other associated risk management matters where required.
  • Act as the customers’ main point of contact for operational questions.
  • Manages "owning the customer experience" approach and effectively executes on all standard protocols regarding interactions with customers.
  • Conducts customer courtesy calls, by phone, promote relationship building and a positive customer experience during customer interactions and, where appropriate, identify cross-sell opportunities.
  • Provide the same standard of customer care to our internal team members, who may in turn be servicing Wells Fargo’s financial institution customers in various countries across the globe.
  • Serves as point of escalation for service issues when appropriate
  • Market Skills and Certifications

  • More than 10 years of customer service experience in a bank providing international payments services to financial institution clients.
  • Work collaboratively in a small team with a receptive attitude that allows him / her to take on additional tasks that ensure the smooth running of a small office.
  • Build key relationships with both internal partners and external clients.
  • Excellent English verbal and written communication skills.
  • Strong time management and prioritization, skills and ability to manage multiple assignments concurrently.
  • Exhibit strong attention to detail and organization.
  • Proficient with MS Office applications (Word, Excel & PowerPoint).
  • Filipino speaking, knowledge of Philippines market and financial institutions clients would be preferred.
  • This role is based in Singapore.

    Relocation support can be provided for candidates currently locating outside of Singapore.

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