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.

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

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

Benefits

  • Wells Fargo is an equal opportunity employer.
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