GPL Business Relationship Support Representative

3 weeks ago


Charlotte, United States Charlotte Staffing Full time

Business 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 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:The position hours Monday - Friday 9:00 AM - 6:00 PMThis position offers a hybrid work scheduleAbility to travel up to 10% of the timeWe 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.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-501284



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