At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
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.
About this role:
Wells Fargo is seeking a Business Relationship Support Representative (CSO2) 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.
In this role, you will:
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
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:
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
Job Expectations
This position is not eligible for Visa sponsorship
This position is a hybrid work model. Must be willing to work out of the posted location's office approximately 3 days a week
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
