Business Relationship Support Representative – GPL Dedicated CSO 2
Wells Fargo · Winston-Salem, Stati Uniti d'America · Hybrid
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About this role:
Wells Fargo is seeking a Business Relationship Support Representative (CSO2) in Global Payments & Liquidity (GPL) as part of Enterprise Functions.
In this role, you will:
Provide support for a 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 directions from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
Desired Qualifications:
1+ year of experience with Treasury Management products and services
Previous call center experience
Excellent customer service experience with client contact
Experience with TSYS, CCAT and other commercial card systems
Strong telephone etiquette skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
Experience with ServiceView
Strong analytical skills with high attention to detail and accuracy
Intermediate Microsoft Office skills, especially with Outlook, Excel and PowerPoint
Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
Excellent verbal, written, and interpersonal communication skills
Ability to work in a fast-paced deadline driven environment with attention to detail
Experience partnering with internal and external teams to meet the needs of the customer
Job Expectations:
Working hours are from 9 AM to 6 PM local standard time
Position Location Options:
Charlotte, North Carolina (NC) – 1525 West WT Harris Blvd. (CIC)
Salt Lake City, Utah (UT) 260 Chales Lindbergh Drive
Winston-Salem, North Carolina (NC) – 101 N. Main Street
Des Moines, Iowa (IA) – 801 Walnut Street
Must be based in one of the above locations or willing to relocate at your own expense.
Relocation assistance is not available for this position.
This position currently offers a hybrid work schedule.
This position is not eligible for Visa sponsorship.
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.
Posting End Date:
1 Jun 2026
*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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number: R-541964