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Wells Fargo

Business Relationship Support Representative - GPL Dedicated CSO 2

Reposted 3 Days Ago
Be an Early Applicant
Hybrid
El Monte, CA
22-34
Junior
Hybrid
El Monte, CA
22-34
Junior
Provide support for a small portfolio of customers by assisting in financial statement analysis, managing customer experiences, and evaluating portfolio risks.
The summary above was generated by AI

About this role:

Wells Fargo is seeking a Business Relationship Support Representative in Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com.

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:

  • Call Center customer service experience in the financial services industry
  • Ability to provide strong customer service and develop customer relationships
  • Strong telephone etiquette skills
  • Treasury Management product knowledge and experience
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills 
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Ability to work in a fast-paced deadline driven environment

Job Expectations:

  • Position hours are Monday - Friday 9:00 AM - 6:00 PM
  • This position offers a hybrid work schedule
  • Ability to travel up to 10% of the time
  • 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.

Location:

  • 3440 E Flair Drive - El Monte, CA

Salary Range:

  • El Monte, CA: $22.36HR - $33.51HR range

#GlobalPayments&Liquidity

#CommercialBanking

    Pay Range
     

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $22.36 - $33.51

    Benefits

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    • Health benefits
    • 401(k) Plan
    • Paid time off
    • Disability benefits
    • Life insurance, critical illness insurance, and accident insurance
    • Parental leave
    • Critical caregiving leave
    • Discounts and savings
    • Commuter benefits
    • Tuition reimbursement
    • Scholarships for dependent children
    • Adoption reimbursement

    Posting End Date:

    12 May 2025

    *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.

    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.

    Top Skills

    MS Office

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