Wells Fargo Business Relationship Support Representative - GPL Dedicated CSO 

United States, California, El Monte 

566947241

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
• Thisposition offers a hybrid work schedule
• Ability to travel up to 10% of the time
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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.

• 3440 E Flair Drive- El Monte, CA

Salary Range:

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

Pay Range

$22.36 - $33.51

4 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.