Business Relationship Support Representative
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 providing exceptional customer service. The role supports a small customer portfolio and works with business client managers to maintain accounts, oversee the customer experience, and address customer issues. It also involves producing loan reports and forms related to documentation initiation, assisting with financial statement analysis for non-complex relationships, and evaluating portfolio profitability and risk. The representative collaborates with colleagues and managers, interacts with internal customers, and exercises independent judgment while developing knowledge of the function, policies, procedures, and compliance requirements. This position follows a hybrid work model, with approximately three days per week in the office. It is not eligible for visa sponsorship. Specific compliance policies may apply to outside activities and personal investing; affected employees must provide information to the Wells Fargo Personal Account Dealing Team and follow applicable policy requirements. The posting end date is November 26, 2026, though the posting may be removed earlier due to applicant volume.
Requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, education.
- Must be willing to work out of the office approximately three days a week.
- This position is not eligible for visa sponsorship.
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.
- Proven 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 with customer-associated risk management.
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
- Interact with internal customers.
- Exercise independent judgment while developing knowledge of the function, policies, procedures, and compliance requirements.
- Follow applicable risk programs, policies, procedures, and compliance obligations; escalate and remediate issues as required.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
