Business Relationship Support Representative – GPL Dedicated CSO 2

Wells Fargo•Minneapolis, MN

5d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Representative (CSO2) in Global Payments & Liquidity (GPL) as part of Enterprise Functions. In this role, you will provide support for a portfolio of customers, work with business client managers to maintain a portfolio of accounts, and oversee the overall customer experience. You will also produce loan reports and forms related to the initiation of the documentation process, assist in financial statement analysis for non-complex relationships, and handle customer issues, assisting in decisions with business client managers. Additionally, you will evaluate the profitability and risk of your designated portfolio, help with customer-associated risk management, and collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals. You will interact with internal customers, receive directions from leaders, and 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

1+ year of Treasury Management product knowledge and experience
Previous call center experience
Ability to provide strong customer service and develop customer relationships
Strong telephone etiquette skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information. (e.g., Hogan, ServiceView, Vantage, OIB, MARS)
Strong analytical skills with high attention to detail and accuracy
Intermediate Microsoft Office skills, especially with Outlook, Excel and PowerPoint
Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
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

Responsibilities

Provide support for a 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 directions from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements