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Business Relationship Support Representative – GPL Dedicated CSO 2

Manage and optimize client relationships and operations for the GPL Dedicated CSO portfolio
Des Moines, Iowa, United States
Junior
19 hours agoBe an early applicant
Wells Fargo

Wells Fargo

Provides banking, mortgage, investment, and consumer financial services through a large branch network and digital platforms across the United States.

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Business Relationship Support Representative (CSO2)

Wells Fargo is seeking a Business Relationship Support Representative (CSO2) in Global Payments & Liquidity (GPL) as part of Enterprise Functions.

In this role, you will:

  • Provide support for a portfolio of customers
  • Work with business client managers to maintain a portfolio of accounts
  • Oversee overall customer experience
  • 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 directions 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:

  • 1+ year of Treasury Management product knowledge and experience
  • Previous call center experience preferred and strong telephone etiquette skills
  • Ability to provide strong customer service and develop customer relationships
  • Branch banking experience preferred
  • Experience effectively navigating multiple computer systems, applications, and utilize search tools to find information.
  • Strong analytical skills with high attention to detail and accuracy
  • Intermediate Microsoft Office skills, especially with Outlook, Excel and PowerPoint
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to work in a fast-paced deadline driven environment

Job Expectations:

Ability to travel up to 5% of the time.

Position Location Option:

Des Moines, Iowa (IA) – 801 Walnut Street

Must be based in the above location or willing to relocate at your own expense. Relocation assistance is not available for this position. This position currently offers a hybrid work schedule. This position is not eligible for Visa sponsorship. 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.

Posting End Date:

10 May 2026

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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Business Relationship Support Representative – GPL Dedicated CSO 2
Des Moines, Iowa, United States
Support
About Wells Fargo
Provides banking, mortgage, investment, and consumer financial services through a large branch network and digital platforms across the United States.