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Wells Fargo · 2 days ago

Business Relationship Support Representative - GPL Dedicated CSO 2

WINSTON SALEM, NC

Full-time

Hybrid

Entry Level

$21.63/hr - $28.37/hr

2+ years exp

Wells Fargo is seeking a Business Relationship Support Representative in Global Payments & Liquidity (GPL) as part of Enterprise Functions. In this role, you will provide support for a small portfolio of customers, oversee the overall customer experience, and collaborate with business client managers to maintain accounts.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Provide support for a small portfolio of customers

Work with business client managers to maintain a portfolio of accounts

Oversee overall customer experience

Produce loan reports and forms related to initiation of the documentation process

Assist in financial statement analysis for non-complex relationships

Handle customer issues and assist in decisions with business client managers

Evaluate profitability and risk of designated portfolio

Help with customer associated risk management

Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Interact with internal customers

Receive direction from leaders

Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Qualification

Treasury Management knowledgeCustomer service skillsMicrosoft Office skillsAnalytical skillsTelephone etiquetteCall center experienceInterpersonal communicationOrganizational skillsTeam collaborationAdaptability

Required

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

Treasury Management product knowledge and experience

Ability to provide strong customer service and develop customer relationships

Strong telephone etiquette skills

Previous call center experience

Intermediate Microsoft Office skills

Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Strong analytical skills with high attention to detail and accuracy

Excellent verbal, written, and interpersonal communication skills

Effective organizational, multi-tasking, and prioritizing skills

Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

Ability to work in a fast-paced deadline driven environment