Business Relationship Support Representative, Wells Fargo

Wells Fargo

Location:
United States, Des Moines

Category:
Banking

Contract Type:
Not provided

Salary:

20.29 - 30.48 USD / Hour

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Job Description:

Wells Fargo is seeking a Business Relationship Support Representative in Global Payments & Liquidity (GPL) as part of Enterprise Functions. 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, and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Job Responsibility:

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

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
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
Strong telephone etiquette 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

Nice to have:

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
Strong telephone etiquette 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

What we offer:

Hybrid work schedule
Ability to travel up to 10% of the time

Additional Information:

Job Posted:
July 01, 2025

Expiration:
July 11, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Business Relationship Support Representative