Business Relationship Support Representative (CSO2) - GPL
About The Position
About this role: Wells Fargo is seeking a Business Relationship Support Representative (CSO2) to join the WellsOne Commercial Credit Cards team within Global Payments & Liquidity (GPL). 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: Oversee overall customer experience Produce loan reports and forms related to initiation of the documentation process-this doesn’t pertain to this job Assist in financial statement analysis for non-complex relationships Handle customer issues and assist in decisions with business client managers 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 one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- Knowledge and understanding of treasury management products and services
- Call Center experience
- 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 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
Responsibilities
- Oversee overall customer experience
- Produce loan reports and forms related to initiation of the documentation process-this doesn’t pertain to this job
- Assist in financial statement analysis for non-complex relationships
- Handle customer issues and assist in decisions with business client managers
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
