Business Relationship Support Representative - Dedicated Team

Wells Fargo

El Monte, CA, US
Base: $25.96 - $34.13 hourly; bonus/equity: incent...
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Customer experience oversight
Loan reports and forms
Financial statement analysis
** Wells Fargo is seeking a Business Relationship Support Representative for its Global Payments & Liquidity team in El Monte, CA. The role involves managing a small portfolio of customers, providing support, and ensuring a positive customer experience while collaborating with business client managers. **

Job Summary

  • Provide support for a small 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.
  • Wells Fargo provides eligible employees with a comprehensive set of benefits including health benefits, 401(k) Plan, and paid time off.

Matching Summary

Match Score: 75

** Wells Fargo is seeking a Business Relationship Support Representative for its Global Payments & Liquidity team in El Monte, CA. The role involves managing a small portfolio of customers, providing support, and ensuring a positive customer experience while collaborating with business client managers. **

Salary

Base: $25.96 - $34.13 Hourly; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive set of benefits

Skills & Requirements

Must-have

  • customer experience oversight
  • loan reports and forms
  • financial statement analysis
  • customer issue resolution
  • portfolio profitability and risk

Nice-to-have

  • Treasury Management product knowledge
  • strong telephone etiquette
  • navigating multiple computer systems
  • fast-paced deadline driven environment
  • collaborating across organizational levels

Key Requirements

  • 2+ years Business Relationship Support experience
  • Intermediate Microsoft Office skills
  • Strong analytical skills
  • Excellent communication skills
  • Effective organizational skills

Work Rights

Not specified

Tailored Resume

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