Business Relationship Support Representative – Gpl Dedicated Cso 2

Wells Fargo

Charlotte, North Carolina, US
Hybrid
Customer experience management
Financial statement analysis
Risk management collaboration
Provide support for a portfolio of customers and work with business client managers to maintain a portfolio of accounts

Job Summary

  • Provide support for a portfolio of customers and work with business client managers to maintain a portfolio of accounts.
  • Oversee overall customer experience, produce loan reports, and assist in financial statement analysis for non-complex relationships.
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals while exercising independent judgment.

Matching Summary

Provide support for a portfolio of customers and work with business client managers to maintain a portfolio of accounts.

Skills & Requirements

Must-have

  • customer experience management
  • financial statement analysis
  • risk management collaboration
  • loan report production
  • internal customer interaction

Nice-to-have

  • strong telephone etiquette
  • navigating multiple computer systems
  • adaptability and flexibility
  • fast-paced deadline driven environment
  • proactive monitoring and escalation

Key Requirements

  • 2+ years Business Relationship Support experience
  • Treasury Management product knowledge
  • Previous call center experience
  • Intermediate Microsoft Office skills
  • Excellent communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter