Dedicated Business Relationship Support Associate

About the Role

Wells Fargo is seeking a Business Relationship Support Associate in Global Payments & Liquidity (GPL). This role provides dedicated service to Middle Market and Healthcare clients, supporting Commercial Banking and Treasury Management needs across a portfolio of high-value relationships. The position is highly client-facing, with approximately 70% of requests received through email and 30% by phone. Successful candidates will bring strong customer service skills, Commercial Banking knowledge, and the ability to independently research and resolve complex client needs while managing multiple priorities.

In This Role, You Will

• Manage and provide dedicated service to a portfolio of Middle Market and Healthcare clients
• Support client needs involving ACH, wires, file delivery, deposits, lockbox, cash vault, and other Commercial Banking and Treasury Management products and services
• Research, troubleshoot, and resolve complex client requests using available systems, resources, and product knowledge
• Prioritize multiple servicing requests and respond effectively to urgent or time-sensitive client needs
• Partner with product, operations, implementation, relationship management, and other internal teams to coordinate solutions and deliver positive client outcomes
• Develop and maintain knowledge of Commercial Banking and Treasury Management products, services, processes, and systems
• Communicate clearly and professionally with clients and internal partners
• Exercise independent judgment while adhering to applicable policies, procedures, risk, and compliance requirements
• Identify opportunities to improve servicing processes and the client experience

Requirements & Tech Stack

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

Desired Qualifications

• Experience in Commercial Banking, Business Banking, Treasury Management, financial services, or a related banking environment
• Experience providing direct client or customer service through email and phone
• Knowledge of Commercial Banking or Treasury Management products, including payments, deposits, ACH, wires, lockbox, cash vault, or related solutions
• Experience managing multiple clients, products, or complex servicing requests
• Ability to independently research, troubleshoot, and resolve client issues
• Ability to quickly learn and retain detailed product, process, and system knowledge
• Strong organizational, prioritization, attention-to-detail, and written and verbal communication skills
• Ability to effectively partner across teams to coordinate client solutions
• Experience navigating multiple systems, applications, and research tools

Job Expectations

• This position 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; 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.

Locations

• 801 Walnut St, Des Moines, IA or 100 N Main St, Winston-Salem, NC
• For candidates based in Des Moines, this role will initially work at 801 Walnut St and will move to 800 S Jordan Creek Pkwy, West Des Moines in 2027.