Business Relationship Support Representative
About The Position
Wells Fargo’s Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world. Wells Fargo is seeking a Business Relationship Support Representative (CSOII) to join the WellsOne Commercial Credit Cards team within Global Payments & Liquidity. WellsOne Service Center supports commercial credit card holders with general inquiries related to their card programs while delivering exceptional customer service.
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
- 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, multi-tasking, and prioritizing skills
- Intermediate Microsoft Office, including Excel, Word and Power Point
- Experience with Hogan and Service View
- Proven ability to partner with internal and external partners to meet the needs of the customer
- 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 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
- Wells Fargo is an equal opportunity employer.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
