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Portfolio Account Manager

About this role:

Wells Faro 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 administrative tasks via engagement with both Dealers ad Vendors in line with policies and procedures.

In this role, You will:

  • 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
  • Identify and recommend opportunities for process improvement and risk control development
  • Interpret policies, procedures, and compliance requirements
  • Represent Commercial Distribution Finance to key customers and has decision authority on over-lines, interest adjustment, payment workout
  • Collaborate and influence all levels of professionals including senior managers
  • Conduct daily operational support: submit due in full extension (DIF), manage invoice issues-queries (EDI Incomplete Reports / Manual Booking), resolve with customer cash applications queries ( Unapplied Cash, CN & Unidentified Cash), submit fee waives & refunds to WFBI. 
  • Conduct various internal portfolio/commercial reporting requirements
  • Manage day to day Vendor relationship
  • Release orders within the existing approved limits by WFBI 
  • Support Commercial functions initiative to grow volume with the dealers 
  • Manage credit line submission to WFBI Credit for existing Customers
  • Visit key dealers and manufacturers to support commercial function
  • Engage in cross functional project and report out to management team
  • Manage soft collections

Required Qualifications:

  • Fluency in French, Norwegian or Swedish is required

  • Experience in Portfolio Account Management or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • Background in Finance / Banking / Factoring / Customer Service 
  • Customer Service Orientation - acts to help or serve customers, focusing efforts on discovering and meeting their needs
  • Credit Control Experience
  • 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
  • Listening skills - ability to listen carefully to the customer, seeking clarification of details given where necessary
  • Problem solving/decision making skills
  • Ability to access and update computerized information – accurate data entry
  • Microsoft products – excel, word, power point, outlook
  • Understanding of products/services offered
  • Ability to work within the framework of company regulations e.g. data protection, ensuring compliance at all times

Fluency in French, Norwegian or Swedish is required

Posting End Date: 

29 Apr 2024

*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.

Drug and Alcohol Policy


Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

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