GPL Business Relationship Support Representative CSO2 Dedicated at Wells Fargo
Charlotte, North Carolina, USA -
Full Time


Start Date

Immediate

Expiry Date

29 Jul, 25

Salary

0.0

Posted On

29 Apr, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Product Knowledge, Training, Problem Analysis, Customer Service, Communication Skills, Collaboration, Analytical Skills

Industry

Financial Services

Description

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 diversity, equity and inclusion in 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.

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

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, educatio

Desired Qualifications:

  • 1+ year of Treasury Management product knowledge and experience
  • Call center customer service experience in the financial services industry
  • Ability to provide strong customer service and develop customer relationships
  • Problem analysis and resolution skills
  • Intermediate Microsoft Office 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
  • 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
  • Good PC skills with the aptitude to learn new systems quickly
  • Customer service experience with Wells Fargo channels Contact Center, Digital or Store
  • Commercial credit card experience
  • Strong telephone etiquette skill
Responsibilities

Wells Fargo is seeking Business Relationship Support Representative in Global Payments & Liquidity Dedicated Service Team within Enterprise Functions.
Learn more about the career areas and lines of business at wellsfargojobs.com .

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:

  • 1+ year of Treasury Management product knowledge and experience
  • Call center customer service experience in the financial services industry
  • Ability to provide strong customer service and develop customer relationships
  • Problem analysis and resolution skills
  • Intermediate Microsoft Office 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
  • 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
  • Good PC skills with the aptitude to learn new systems quickly
  • Customer service experience with Wells Fargo channels Contact Center, Digital or Store
  • Commercial credit card experience
  • Strong telephone etiquette skills

Job Expectations:

  • Position hours for this position are Monday - Friday, 9:00 AM to 6:00 PM EST
  • This position offers a hybrid work schedule
  • 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.
  • Ability to travel 10%
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