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Wells Fargo · 5 hours ago

Business Relationship Support Representative

SALT LAKE CITY, UT

Full-time

Hybrid

Entry Level

2+ years exp

Wells Fargo is a leading financial services company seeking a Business Relationship Support Representative to join their Global Payments & Liquidity team. The role involves providing support for a portfolio of customers, maintaining accounts, and ensuring an exceptional customer experience while collaborating with internal teams.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Qualification

Business Relationship SupportTreasury Management KnowledgeCustomer Service ExperienceMicrosoft OfficeProblem Solving SkillsHogan ExperienceService View ExperienceCommunication SkillsOrganizational SkillsTeam Collaboration

Required

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