Business Relationship Support Associate

About the Role

Wells Fargo is seeking a Business Relationship Support Associate (CSO3) in Global Payments & Liquidity (GPL) as part of Enterprise Functions. This team supports internal partners and external customers for various banking products. This role operates in an Inbound Call Center Environment, with 100% of the day spent on the phone.

Key Responsibilities

• Provide exceptional customer experience.
• Interact with internal and external customers.
• Exercise independent judgment while developing knowledge of function, policies, procedures, and compliance requirements.
• Service treasury management products and services.
• Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, vendors, and Relationship Managers to ensure the delivery of quality services that meet and exceed client needs.
• Identify trends through client interactions.
• Identify exceptions and suggest products, procedures, or services to streamline clients' interactions.
• Train clients on products and services for optimal delivery and to meet implementation needs.
• Identify opportunities for process improvements.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.

Requirements & Tech Stack

• Inbound Call Center Environment (100% phone).
• Microsoft Office (Intermediate skills).
• Proficiency navigating multiple computer systems and applications, using search tools effectively.

Qualifications

• 6+ months of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Strong knowledge of a wide variety of Treasury Management products.
• Experience in a call center environment with strong telephone etiquette skills.
• Bank Branch experience.
• Ability to lead, train, and mentor new hires and internal partners.
• 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 effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important.
• Ability to work in a fast-paced, deadline-driven environment.

Job Expectations

• Working hours: 9 AM to 6 PM local standard time.
• Position Location Option: Des Moines, Iowa (IA) – 801 Walnut Street. Must be based in this location or willing to relocate at your own expense. Relocation assistance is not available.
• This position currently offers a hybrid work schedule.
• This position is not eligible for Visa sponsorship.
• Specific compliance policies may apply regarding outside activities and/or personal investing. Information will be shared during the recruitment process.
• Job posting may come down early due to volume of applicants.