Business Relationship Support Representative – GPL Dedicated CSO

Wells Fargo

. Provide support for a portfolio of customers .

Posted 5/20/2026full-timeCharlotte • California, Iowa, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $22 - $34 per hourWebsite

About the role

Key responsibilities & impact

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

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
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
Excellent verbal, written, and interpersonal communication skills
Effective organizational, multi-tasking, and prioritizing skills
Ability to work in a fast-paced deadline driven environment

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial statement analysisrisk managementcustomer serviceanalytical skillsMicrosoft OfficeTreasury Management product knowledgetelephone etiquette

Soft Skills

customer relationship developmentteam collaborationflexibilityadaptabilityverbal communicationwritten communicationinterpersonal communicationorganizational skillsmulti-taskingprioritizing