Easter Seals Jobs

About the Role:

Wells Fargo is seeking a Portfolio Account Manager

The Portfolio Account Manager will be responsible for the management of an assigned portfolio of accounts. This will primarily include the provision of customer service and risk management..

In this role you will:

• Manage the day-to-day customer relationship to ensure smooth running of the account

• Manage customer inquiries, payment performance and disputes

• Oversee growth opportunities and recommend improvements for customer satisfaction

• Resolve complex customer inquiries, billing errors, payment performance and disputes

• Perform financial analysis of customers in underwriting

• Identify and recommend opportunities for process improvement and risk control development

• Make decisions and resolve issues to meet business objectives

• Interpret policies, procedures, and compliance requirements

• Collaborate and influence all levels of professionals including senior managers

• Various internal reporting requirements.

• Manage credit line submission to Credit

• Visit key dealers and manufacturers

• Engage in cross functional project and report out to management team

• Manage soft collections

Required Qualifications:

• Account Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Background in Finance / Banking / Factoring / Customer Service

• Customer Service Orientation - acts to help or serve customers, focusing efforts on discovering and meeting their needs

• Communication skills - ability to relay required information clearly and succinctly to the customer; ability to listen to the customer and answer queries in a clear, diplomatic and articulate manner; communicate directly with customers, vendors, sales reps, Risk contacts, & relationship managers

• Microsoft products – excel, word, power point, outlook

• Understand products/services offered

• Work within the framework of company regulations e.g. data protection, ensuring compliance at all times

• Fluent French is desired but not required.

Speaking French is a plus but not a requirement

Posting End Date:

27 Feb 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity 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, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Req Number: R-430699