Business Relationship Support Associate (CSO 3)– Dedicated Team

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 in Global Payments &Liquidity (GPL) Dedicated Service Team as Part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Be responsible 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
• Evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Present recommendations to resolve and exercise independent judgment
• Develop expertise in the policies, procedures, and compliance requirements
• 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:

• 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 6+ months Treasury Management Dedicated Client Services Experience

Desired Qualifications:

• 6+ months experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires)
• Intermediate knowledge of Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
• Intermediate knowledge of Commercial banking or Corporate Investment Banking client base
• Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
• Ability to navigate multiple Treasury Management systems, applications, and utilize search tools to find information
• Ability to provide strong customer service and develop customer relationships
• Problem analysis and resolution skills
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills 
• Ability to work effectively in a team environment and across all organizational levels
• Ability to work in a fast-paced deadline driven environment
• Strong telephone etiquette skills
• Intermediate Microsoft Office skills

Job Expectations:

• Ability to travel 10%
• ​Position hours currently are Monday - Friday 9:00 AM - 6:00 PM CST
• This position currently offers a hybrid work schedule
• 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: 

27 Apr 2025

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

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, Financ