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Business Relationship Support Representative - Research Service Officer

Company: Wells Fargo
Location: El Monte
Posted on: January 18, 2023

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Business Relationship Support Associate within within within Wells Fargo Commercial Capital . Learn more about the career areas and lines of business at 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
  • 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 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:
      • Problem analysis and resolution skills
      • 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 in a fast-paced deadline driven environment
      • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
      • Treasury management experience
      • Advanced Microsoft Excel skills
      • Ability to mentor and train less senior staff
      • Ability to provide strong customer service while actively listening and responding in an appropriate manner
      • Ability to develop partnerships and collaborate with other business and functional areas
      • Good PC skills with the aptitude to learn new systems quickly
      • Strong research skills
      • Strong ability to research and resolve client issues Pay Range $22.36 - $33.51 Hourly Benefits
        • Information about Wells Fargo's employee benefits We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Keywords: Wells Fargo, El Monte , Business Relationship Support Representative - Research Service Officer, Sales , El Monte, California

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