Portfolio Account Manager, Wells Fargo

Wells Fargo

Location:
United Kingdom, London

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Portfolio Account Manager to join our team in London. 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.

Job Responsibility:

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

Requirements:

Account Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Fluent French is required

Nice to have:

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

What we offer:

Diversity, equity and inclusion in the workplace
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process

Additional Information:

Job Posted:
April 25, 2025

Expiration:
May 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Portfolio Account Manager