Business Relationship Support Representative
Wells Fargo
Salt Lake City, Utah, US
About the Role
Wells Fargo - - Responsibilities: 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
Responsibilities
- Support portfolio of customers
- Maintain accounts with client managers
- Oversee customer experience
Qualifications
- Bachelor's degree preferred
- 2+ years experience in banking/finance
- Experience with loan documentation is a plus
Required Skills
customer service
financial statement analysis
loan documentation
portfolio management
data reporting
Keywords
business relationships
customer support
financial services
banking
loan processing
Interested in this role?
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Job Overview
Date Posted
5 days ago
Location
Salt Lake City, Utah, US
Job Type
Full-time
Work Mode
Remote
Category
Finance accounting banking, Banking operations, Relationship management
About the Company
Wells Fargo
financial services
San Francisco, United States
215000 employees
122.3B
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