Full-Time

Business Relationship Support Representative

Posted on 4/24/2025

Deadline 4/29/25
Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

No salary listed

Junior, Mid

Salt Lake City, UT, USA

This position offers a hybrid work schedule.

Category
Customer Success
Sales & Account Management
Required Skills
Risk Management
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
Responsibilities
  • 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 direction from leaders
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Desired Qualifications
  • Call center customer service experience in the financial services industry
  • Strong telephone etiquette skills
  • Financial 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

Wells Fargo offers a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products include checking and savings accounts, personal and business loans, credit cards, and investment advisory services. Revenue is generated from interest on loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its extensive network and commitment to simplifying financial management for its clients, with a focus on security and customer success.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased digital banking adoption enhances customer engagement and reduces operational costs.
  • AI integration improves customer service and fraud detection capabilities.
  • Open banking expansion fosters innovation and collaboration in financial services.

What critics are saying

  • Labeling Bitcoin as speculative may alienate potential cryptocurrency investors.
  • Selling the private-label credit card unit could lead to market share loss.
  • Adoption challenges for virtual commercial cards may affect digital payment growth.

What makes Wells Fargo unique

  • Wells Fargo offers a comprehensive range of financial products and services.
  • The company is committed to innovation in digital banking and payment solutions.
  • Wells Fargo has a strong focus on customer success and financial management simplification.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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