Business Relationship Support Representative, Wells Fargo

Wells Fargo

Location:
United States, El Monte

Category:
Customer Service

Contract Type:
Employment contract

Salary:

25.96 - 34.13 USD / Hour

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Job Description:

Wells Fargo is seeking a Business Relationship Support Representative (CSO2) to join the Global Payments & Liquidity team. This position provides support for a small portfolio of customers, works with business client managers to maintain accounts, oversees customer experience, and assists with financial analysis and risk management.

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

Requirements:

2+ years of Business Relationship Support experience or equivalent through work experience, training, military experience, or education
Call Center customer service experience in the financial services industry
Ability to provide strong customer service and develop customer relationships
Strong telephone etiquette skills
Treasury Management product knowledge and experience
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
Ability to work in a fast-paced deadline driven environment

Nice to have:

Call Center customer service experience in the financial services industry
Treasury Management product knowledge and experience

What we offer:

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

Additional Information:

Job Posted:
September 05, 2025

Expiration:
September 07, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Business Relationship Support Representative