Business Relationship Support Representative

Wells Fargo

Business Relationship Support Representative assisting Treasury Management clients with service and support needs. Resolving client issues and ensuring quality service delivery in a call center environment.

Posted 4/15/2026full-timeWinston Salem • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $22 - $28 per hourWebsite

About the role

Key responsibilities & impact

Oversee overall customer experience
Service treasury management products and services for external and internal customers
Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services to meet and exceed client needs
Identify trends through client interactions
Identify exceptions and suggest products, procedures or services that will assist in streamlining the clients' interactions
Train clients on products and services to ensure optimal delivery and meet implementation needs
Perform post implementation product usage
Identify opportunity for process improvements
Review and analyze the decision process for customer accounts
Verify compliance and report identified issues for resolution
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements

What you’ll need

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Call center customer service experience in the financial services industry
Strong telephone etiquette skills
Financial Services experience
Treasury Management products and services 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

Benefits

Comp & perks

🌐 Worldwide Post a Job Affiliates ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs Account Wells Fargo Website LinkedIn All Job Openings 10,000+ employees Founded 1852 🏦 Banking 💸 Finance 🤝 B2B Banking
Finance
B2B Wells Fargo is a multinational financial services company recognized for its dedication to providing inclusive employment opportunities and fostering a supportive work culture. The company emphasizes diversity and inclusion across various dimensions, offering numerous early career programs and leadership development initiatives. Wells Fargo is renowned for enabling career growth through collaboration and innovation, ensuring its employees have a meaningful impact within a diverse workforce. With operations spanning numerous countries, the company is frequently highlighted as a leading employer, as evidenced by its placement on the LinkedIn Top Companies list. Business Relationship Support Representative 🔥 0 minutes ago 🏢🏡 Winston Salem – Hybrid 💵 $21 - $28 / hour ⏰ Full Time 🟢 Junior 🟡 Mid-level 💝 Customer Support 🚫👨‍🎓 No degree required 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume for this job ☆ Save ☑️ Mark as applied ❌ Hide Report problem 📋 Description
Oversee overall customer experience
Service treasury management products and services for external and internal customers
Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services to meet and exceed client needs
Identify trends through client interactions
Identify exceptions and suggest products, procedures or services that will assist in streamlining the clients' interactions
Train clients on products and services to ensure optimal delivery and meet implementation needs
Perform post implementation product usage
Identify opportunity for process improvements
Review and analyze the decision process for customer accounts
Verify compliance and report identified issues for resolution
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements 🎯 Requirements
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Call center customer service experience in the financial services industry
Strong telephone etiquette skills
Financial Services experience
Treasury Management products and services 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

Business Relationship SupportTreasury Management productsCall center customer serviceMicrosoft OfficeAnalytical skillsAttention to detailProblem resolutionProcess improvementClient trainingCompliance verification

Soft Skills

Telephone etiquetteVerbal communicationWritten communicationInterpersonal communicationOrganizational skillsMulti-taskingPrioritizingTeam collaborationFlexibilityAdaptability