Business Relationship Support Representative, Wells Fargo

Wells Fargo

Location:
United States, Minneapolis

Category:
Banking

Contract Type:
Employment contract

Salary:

24.04 - 31.25 USD / Hour

Save Job

Apply Position

Job Description:

Wells Fargo is seeking a Business Relationship Support Representative (CSO2) to join the Global Payments & Liquidity team. This position provides support for customer portfolios, works with business client managers, oversees customer experience, and handles various financial and risk management tasks.

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 work experience, training, military experience, or education
Financial Services Experience
Treasury management experience
Call center customer service experience in the financial services industry
Customer service experience with Wells Fargo channels Contact Center, Digital or Store
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Good PC skills with the aptitude to learn new systems quickly
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels
Ability to work in a fast-paced deadline driven environment
Energetic, quick learner, positive attitude, self-motivated
Ability to work independently, organizing and managing multiple priorities
Strong telephone etiquette skills

Nice to have:

Financial Services Experience
Treasury management experience
Call center customer service experience in the financial services industry
Customer service experience with Wells Fargo channels Contact Center, Digital or Store

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
October 07, 2025

Expiration:
October 12, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Business Relationship Support Representative