Business Relationship Support Associate - GPL Dedicated CSO3

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL) as part of Enterprise Functions. The role involves managing a complex portfolio of customers, identifying process improvements, and ensuring compliance while collaborating with internal teams to resolve issues and achieve goals.

Responsibilities

• Be responsible for a complex portfolio of customers
• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunities 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 policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive directions from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Skills

• 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Treasury Management Dedicated Client Services experience
• 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
• 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
• Previous customer-facing experience
• Previous research experience
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work in a fast-paced deadline driven environment

Benefits

• This position offers a hybrid work schedule
• Ability to travel up to 10% of the time

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