Treasury Management Business Support Associate
Wells Fargo
Charlotte, NC0–2 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- Business analysisStakeholder managementCustomer serviceExcelMicrosoft Office
- Work
- Hybrid in Charlotte
- Pay
- Not stated by the employer.
- Skill demand
- Excel53%Customer service40%Stakeholder management28%Business analysis26%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 6, 2026 · still open
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About the Role
Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL). This role supports the WellsOne Commercial Card business and serves as an operational partner to internal teams managing a large portfolio of commercial card clients. This is a primarily internal-facing role that requires strong commercial card knowledge, attention to detail, sound judgment, and the ability to effectively manage multiple priorities in a high-volume environment.
Key Responsibilities
- Manage and support a portfolio of commercial card accounts and servicing requests.
- Research and resolve customer inquiries in accordance with established policies, procedures, and controls.
- Review account-related requests, validate required documentation, and ensure compliance with authorization requirements.
- Prioritize and manage a queue of requests while meeting service level expectations.
- Identify process improvement opportunities and support operational efficiency initiatives.
- Partner with internal stakeholders to resolve issues and meet client needs.
- Develop expertise in WellsOne Commercial Card products, servicing processes, and compliance requirements.
- Exercise independent judgment when researching issues and recommending solutions.
Requirements & Tech Stack
- 6+ months of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Commercial Card servicing experience
- Treasury Management Dedicated Client Services experience
- Experience with TSYS, CCAT, ServiceView, WellsOne Expense Manager or other commercial card servicing platforms
- Strong understanding of commercial card products, account maintenance, servicing processes, and customer authorization requirements.
- Experience researching and resolving complex servicing inquiries while managing multiple requests and service level commitments.
- Experience supporting customers through email-based servicing or case management environments.
- Intermediate Microsoft Office skills, particularly Outlook, Excel, and PowerPoint.
Job Expectations
- Schedule: Monday - Friday, hybrid work schedule. Core business hours: 7 am to 6 pm MT.
- Ability to travel up to 10% of the time.
- Specific compliance policies may apply regarding outside activities and/or personal investing.
Locations
- Salt Lake City, UT
- Des Moines, IA
- Charlotte, NC
- Winston-Salem, NC