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Business Relationship Support Representative

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Business Relationship Support Representative (CSO2) in Global Payments & Liquidity (GPL) as part of Enterprise Functions.

Job Responsibility:

  • 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

Requirements:

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

Nice to have:

  • 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
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to work in a fast-paced deadline driven environment

Additional Information:

Job Posted:
April 16, 2026

Expiration:
April 19, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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