Portfolio Account Manager

In this role, you will:

The Portfolio Account Manager will be responsible for the administration of an assigned portfolio of accounts. This will primarily include administrative tasks via engagement with both dealers of WFBI in line with policies and procedures of WFBI.

Responsibilities:

Administrate the day-to-day customer relationship for existing Dealers to ensure smooth in life running of the account. This includes:

Logging complaints and support resolution

Manage administrative and related issues

Daily operational support : submit credit extension (DIF) to WFBI, Manage invoice issues-queries (EDI Incomplete Reports / Manual Booking), resolve with customer cash applications queries ( Unapplied Cash, CN & Unidentified Cash), submit fee waives & refunds.

Administrative support to WFBI credit function in communicating with customer WFBI risk decisions

Various internal portfolio/commercial reporting requirements

Managing day to day Vendor relationship for administrative related activities including:

Releasing of orders within the existing approved limits

Submitting overline requests to WFBI for approval as no local delegations

Attending vendor conventions and shows

Communicating to customers on WFBI risk decisions

Manage credit line submission 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

Skills/Experience Required:

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

Understand products/services offered

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

• Fluency in French and English

Fluency in French and English

Posting End Date:

1 Jul 2025

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.

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.

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