Business Relationship Support Representative - GPL CSO2 NSG (National Services Group)
About The Position
Wells Fargo is seeking a Business Relationship Support Representative in Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Work with business client managers to oversee 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
Requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- Treasury Management products and services experience
- Call Center experience
- Customer service experience with Wells Fargo channels Contact Center, Digital or Store
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Intermediate Microsoft Office skills
- Strong analytical skills with high attention to detail and accuracy
- Effective organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication 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
Responsibilities
- Work with business client managers to oversee 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
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
