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Business Relationship Support Representative

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Des Moines

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Category:
Banking

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Contract Type:
Not provided

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Salary:

20.29 - 30.48 USD / Hour

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
Job Link Share:
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