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Business Relationship Support Representative

Assist business clients with credit card account support and risk management
Salt Lake City
Junior
12 hours agoBe an early applicant
Utah Staffing

Utah Staffing

A government-affiliated entity providing employment services and resources within the state of Utah.

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Wells Fargo Business Relationship Support Representative

We are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo's Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity, and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world.

About this Role

Wells Fargo is seeking a Business Relationship Support Representative (CSOII) to join the WellsOne Commercial Credit Cards team within Global Payments & Liquidity. WellsOne Service Center supports commercial credit card holders with general inquiries related to their card programs while delivering exceptional customer service.

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
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications

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

Desired Qualifications

Knowledge and understanding of treasury management products and services

Excellent customer service experience with previous client contact

Excellent verbal, written, and interpersonal communication skills

Ability to work in a fast paced, deadline driven environment

Proven problem solving and decision-making skills

Strong organizational, multi-tasking, and prioritizing skills

Intermediate Microsoft Office, including Excel, Word, and Power Point

Experience with Hogan and Service View

Proven ability to partner with internal and external partners to meet the needs of the customer

Well organized with attention to detail

Ability to work in a close team environment

Job Expectations

This position is not eligible for Visa sponsorship

This position is a hybrid work model. Must be willing to work out of the Salt Lake City, UT office approximately 3 days a week

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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Business Relationship Support Representative
Salt Lake City
Support
About Utah Staffing
A government-affiliated entity providing employment services and resources within the state of Utah.