Business Relationship Support Representative - GPL Dedicated CSO 2
Charlotte Staffing, Charlotte, North Carolina, United States, 28245
Business Relationship Support Representative In Global Payments & Liquidity (Gpl)
Wells Fargo is seeking a business relationship support representative in global payments & liquidity (gpl) as part of enterprise functions. 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: Treasury management product knowledge and experience Ability to provide strong customer service and develop customer relationships Previous call center experience Strong telephone etiquette skills Intermediate microsoft office skills (including ms excel) 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: The position hours are monday - friday 9:00 am - 6:00 pm Must be available for 8 weeks in-office training This position offers a hybrid work schedule (following completion of training) 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: 1525 w wt harris blvd - charlotte, nc Salary range: charlotte, nc: $21.63 - $28.37 hourly range 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. applicants with disabilities to request a medical accommodation during the application or interview process, visit disability inclusion at wells fargo.
Wells Fargo is seeking a business relationship support representative in global payments & liquidity (gpl) as part of enterprise functions. 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: Treasury management product knowledge and experience Ability to provide strong customer service and develop customer relationships Previous call center experience Strong telephone etiquette skills Intermediate microsoft office skills (including ms excel) 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: The position hours are monday - friday 9:00 am - 6:00 pm Must be available for 8 weeks in-office training This position offers a hybrid work schedule (following completion of training) 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: 1525 w wt harris blvd - charlotte, nc Salary range: charlotte, nc: $21.63 - $28.37 hourly range 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. applicants with disabilities to request a medical accommodation during the application or interview process, visit disability inclusion at wells fargo.