Business Relationship Support Representative

Wells Fargo•Des Moines, IA

12d•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 and delivers customer service. Global Payments & Liquidity provides payments, data, liquidity, and associated lending solutions to clients.

Requirements

At least 2 years of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, education.
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 proficiency with Microsoft Office, including Excel, Word, and PowerPoint.
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.

Nice To Haves

Knowledge and understanding of treasury management products and services.
Experience with Hogan and Service View.

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 initiating the documentation process.
Assist with 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.
Assist 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 knowledge of the function, policies, procedures, and compliance requirements.
Follow applicable risk programs, Wells Fargo policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely and effective manner.