Business Relationship Support Representative - CSO2

At Wells Fargo, 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 (CSO2) to join the Global Payments & Liquidity team.

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

• 2+ years of strong analytical skills with high attention to detail and accuracy 

• 2+ years of excellent verbal, written, and interpersonal communication skills  

• 2+ years of proven ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important 

Desired Qualifications:

• 1+ year of Treasury Management product knowledge and experience 

• Ability to provide exceptional customer service and develop strong customer and partner relationships  

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information 

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 Irving, TX location approximately 3 days a week

• The hours for this position may vary between 7 AM and 6 PM Local Standard Time

• Ability to travel 10% 

• 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
   

** Depending on applicant volume it is possible that this role could be taken offline early **

Posting End Date: 

*Job posting may come down early due to volume of applicants.

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.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

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.