Wells Fargo
Business Relationship Support Representative-Dedicated CSO2
Wells Fargo, El Monte, California, us, 91734
About this role:
Wells Fargo is seeking a Business Relationship Support Representative to support Commercial Clients using Treasury Management products. This individual will provide general support to relationship managers on customer business customers and partners (relationship managers, sales, marketing, operations) within the business customer portfolios. Acts as the customers' main point of contact for operational and product questions. Duties may include proactively handling client account and/or product issues, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries.
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
Handle customer issues and assist in decisions with business client managers
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
Supported financial statement analysis for non-complex relationships (i.e. produced loan reports, evaluated P&L, assessed portfolio risk)
Ability to provide strong customer service and develop customer relationships
Strong telephone etiquette skills
Intermediate MS Office skills with ability to navigate multiple 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
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 for this position are Monday - Friday, 9:00 AM to 6:00 PM ET
This position offers a hybrid work schedule at one of the posted locations
Ability to travel up to 10% of the time
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
16 Aug 2025
*****
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.
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-479518
Wells Fargo is seeking a Business Relationship Support Representative to support Commercial Clients using Treasury Management products. This individual will provide general support to relationship managers on customer business customers and partners (relationship managers, sales, marketing, operations) within the business customer portfolios. Acts as the customers' main point of contact for operational and product questions. Duties may include proactively handling client account and/or product issues, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries.
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
Handle customer issues and assist in decisions with business client managers
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
Supported financial statement analysis for non-complex relationships (i.e. produced loan reports, evaluated P&L, assessed portfolio risk)
Ability to provide strong customer service and develop customer relationships
Strong telephone etiquette skills
Intermediate MS Office skills with ability to navigate multiple 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
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 for this position are Monday - Friday, 9:00 AM to 6:00 PM ET
This position offers a hybrid work schedule at one of the posted locations
Ability to travel up to 10% of the time
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
16 Aug 2025
*****
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.
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-479518