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Operations Analyst - Customer Care

Operations Analyst - Customer Care
Company:

(Confidential)



Job Function:

Customer Service

Details of the offer

Position: Operations Analyst - Customer Care

Job Description

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

Department Overview

Wholesale Operations within WFIP supports the Commercial Banking (CB) and Corporate & Investment Banking (CIB) businesses across number of key operational activities covering the entire client life cycle. The function sits under the CB/CIB business vertical with in WFIP and undertakes variety of operation – Lending operations, Trade Finance operations, Treasury Management and Payment solutions, International payments and Financial Crime Ops. The operations covers all stages of client lifecycle including onboarding and ongoing maintenance and involves deal closing, financial statement spread, cash management, account onboarding & management, customer service, collateral management, documents preparation & management and collections.? These operations support all of Commercial Banking business i.e. Business Banking Group, Middle Market, Commercial Capital, Trade Finance, Treasury Management and Payments Solutions.

About the Role

Operations Analyst – Customer Care
is responsible for liaising customer inquiries related to their payments to their outstanding accounts and ensure closure and resolution; involves researching and investigation to resolve clients’ inquiries and coordination with internal stakeholders and customers.
Junior Analyst will perform simple to moderately complex transactions and escalate any issues or potential risk to senior team member or SME.

Responsibilities

Serves as Operational Relationship Manager for clients within their portfolio

Review and correct any Accounts Receivable misapplications

Processing correspondence received

Reviewing inbox and resolving Customer inquiries and fulfilling requests

General operations reporting on assigned portfolio

Processing of Transfer of contracts between entities

Processing various contract changes such as addresses lease copies, effective dates, etc.

Creates manual invoices for specific customers that require specialized information that cannot be provided through a system generated invoice.

Communicate daily with client, RMs, collectors, and all department managers through phone, email and in person

Market Skills and Certifications

Market Skills and

Required Qualifications

Bachelor’s degree in
Finance and Accounting

1 to 2 years relevant working experience in the field of
Accounting/Finance
preferably in General Accounting, Accounts Receivable accounting, Loan accounting, Bookkeeping.

1 to 2 years experience in banking industry – Wholesale, Commercial Banking or Corporate Investment Banking or Shared Service organization

Business and accounting Skills (concept of Debit and Credit)

Excellent English comprehension, written and verbal communication skills, and interpersonal skills

Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines

Strong Organizations skills - detail oriented

Sound risk management mindset and good understanding of compliance

Proficient in MS Office especially MS Excel

Able to perform work and report on PH public holidays if falling on Mondays to Fridays including Christmas and New Year's eve

Amenable to work on US shift: 9PM to 6AM

Desired Qualifications

Knowledge GAAP Accounting

Quick learner

Highly motivated individual who is able to work well independently and in a team environment

Ability to recognize and escalate issues to management for any process breaches

Ability to multitask to accomplish tasks and meet deadlines effectively

Ability to work quickly & accurately while maintaining acceptable standards of workmanship

Flexibility to stretch to accomplish projects timely


Source: Learn4Good

Job Function:

Requirements

Operations Analyst - Customer Care
Company:

(Confidential)



Job Function:

Customer Service

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