Business Relationship Support Representative
4 weeks ago
Business Relationship Support Representative (CSO2)Wells Fargo is seeking a Business Relationship Support Representative to join the Global Payments & Liquidity team. In this role, you will:Provide support for a small portfolio of customersWork with business client managers to maintain a portfolio of accountsOversee overall customer experienceProduce loan reports and forms related to initiation of the documentation processAssist in financial statement analysis for non-complex relationshipsHandle customer issues and assist in decisions with business client managersEvaluate profitability and risk of designated portfolioHelp with customer associated risk managementCollaborate and consult with peers, colleagues, and managers to resolve issues and achieve goalsInteract with internal customersReceive direction from leadersExercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirementsRequired Qualifications:2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Treasury Management product knowledge and experienceCall Center customer service experience in the financial services industryAbility to provide strong customer service and develop customer relationshipsStrong telephone etiquette skillsIntermediate Microsoft Office skillsAbility to navigate multiple computer systems, applications, and utilize search tools to find informationStrong analytical skills with high attention to detail and accuracyExcellent verbal, written, and interpersonal communication skillsEffective organizational, multi-tasking, and prioritizing skillsAbility to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are importantAbility to work in a fast-paced deadline driven environmentJob Expectations:This position is not eligible for Visa sponsorshipThis position is a hybrid work modelThe hours for this position are 9 AM to 6 PM Local Standard TimeSpecific 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 processWe Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.Candidates applying to job openings posted in Canada:Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:Third-Party recordings are prohibited unless authorized by Wells Fargo.Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.Req Number: R-495556
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GPL Business Relationship Support Representative
3 weeks ago
Charlotte, United States Charlotte Staffing Full timeBusiness Relationship Support RepresentativeWells Fargo is seeking a Business Relationship Support Representative in Global Payments and Liquidity (GPL) as part of Enterprise Functions. In this role, you will:Provide support for a small portfolio of customersWork with business client managers to maintain a portfolio of accountsOversee overall customer...
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