Business Relationship Support Representative - GPL Dedicated CSO 2

Wells Fargo & Co

CHARLOTTE, NC

JOB DETAILS
SKILLS
Analysis Skills, Business Support, Call Centers, Communication Skills, Computer Systems, Credit Risk, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, Establish Priorities, Financial Analysis, Financial Operations, GNU General Public License (GPL), Interpersonal Skills, Liquidity, Maintain Compliance, Management Consulting, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Multitasking, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Profit & Loss Management, Regulatory Compliance, Reporting Skills, Resolve Customer Issues, Risk, Risk Analysis, Risk Management, Sales Management, Team Player, Telephone Skills, Time Management, Treasury Management, Writing Skills
LOCATION
CHARLOTTE, NC
POSTED
30+ days ago

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:

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 • Previous call center experience • Ability to provide strong customer service and develop customer relationships • Strong telephone etiquette 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 • 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 • Strong 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:

Working hours are from 9 AM to 6 PM local standard time Position Location Option: Charlotte, North Carolina (NC) - 1525 West WT Harris Blvd. (CIC) Must be based in the above location 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: 8 Mar 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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.

About the Company

W

Wells Fargo & Co

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

COMPANY SIZE
10,000 employees or more
INDUSTRY
Financial Services
FOUNDED
1852