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Business Relationship Support Specialist - Treasury Management Service Team Lead

Wells Fargo
United Statesfull_timeVerifiedPosted 28 Sept 2025

About the role

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 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.

Wells Fargo’s Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world. 

About this role:

Wells Fargo is seeking a Business Relationship Support Representative (GPL Service Team Lead) to join the Global Payments & Liquidity team.


In this role, you will:

  • Be accountable for a complex portfolio of customers

  • Share leadership role with managers to oversee a portfolio of accounts

  • Identify opportunity for process improvements within the portfolio

  • Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio

  • Verify compliance and report identified issues for resolution

  • Make decisions on complex customer issues

  • Partner with managers to resolve issues and provides status updates on implementations

  • Develop expertise in the policies, procedures, and compliance requirements

  • Handle complex customer issues which include escalation and resolution

  • Lead team and serve as a subject matter expert for the department

  • 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:

  • 2+ years’ Treasury Management Dedicated Client Services Experience 

  • 2+ years’ experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan) 

  • Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders

  • Ability to act as an extension of management supporting the broader team, leading escalations and managing partner relationships 

  • Advanced knowledge and ability to support high profile, complex clients within the Commercial banking or Corporate Investment Banking client base  

  • Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others 

 
Job Expectations:

  • This position is not eligible for Visa sponsorship

  • This position is a hybrid work model. Must be willing to work out of the Irving, TX location approximately 3 days a week

  • The hours for this position may vary between 7 AM and 6 PM Local Standard Time

  • Ability to travel 10% 

  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Posting End Date: 

9 Oct 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, sta

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Company

Wells Fargo

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