Business Relationship Support Representative – GPL Dedicated CSO 2

About this role:

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
• 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

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 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.
• 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

Job Expectations:

Working hours are from 9 AM to 6 PM local standard time

Position Location Options:

Charlotte, North Carolina (NC) – 1525 West WT Harris Blvd. (CIC)
Des Moines, Iowa (IA) – 801 Walnut Street
El Monte, California (CA) – 3440 E. Flair Drive

Must be based in one of the above locations or willing to relocate at your own expense.
Relocation assistance is not available for this position.
This position currently offers a hybrid work schedule.
This position is not eligible for Visa sponsorship.

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$21.63 - $34.13