Business Relationship Support Representative

Wells Fargo•Salt Lake City, UT

7d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Representative (CSOII) to join the WellsOne Commercial Credit Cards team within Global Payments & Liquidity. The WellsOne Service Center supports commercial credit card holders with general inquiries about their card programs while delivering exceptional customer service. The role supports a small customer portfolio and works with business client managers to maintain accounts and oversee the overall customer experience. It also assists with loan documentation, financial statement analysis for non-complex relationships, customer issues, portfolio risk and profitability, and customer-associated risk management. The role involves collaboration with colleagues and internal customers, receiving direction from leaders, and exercising independent judgment while learning relevant functions, policies, procedures, and compliance requirements. The position follows a hybrid work model, with approximately three days per week in the office. It is not eligible for visa sponsorship.

Requirements

2+ years of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, education.
Willingness to work in a hybrid model, approximately three days per week in the office.
Must not require visa sponsorship for this position.

Nice To Haves

Knowledge and understanding of treasury management products and services.
Excellent customer service experience with previous client contact.
Excellent verbal, written, and interpersonal communication skills.
Ability to work in a fast-paced, deadline-driven environment.
Proven problem-solving and decision-making skills.
Strong organizational, multitasking, and prioritizing skills.
Intermediate Microsoft Office skills, including Excel, Word, and PowerPoint.
Experience with Hogan and Service View.
Ability to partner with internal and external partners to meet customer needs.
Well organized with attention to detail.
Ability to work in a close team environment.

Responsibilities

Provide support for a small portfolio of customers.
Work with business client managers to maintain a portfolio of accounts.
Oversee the 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 the designated portfolio.
Help manage risks associated with customers.
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 knowledge of the function, policies, procedures, and compliance requirements.
Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; escalate and remediate issues as appropriate.