Business Relationship Support Associate

About This Role

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL) as part of Enterprise Functions.

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 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 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

Requirements & Tech Stack

• Business Relationship Support experience (6+ months) or equivalent demonstrated through work experience, training, military experience, or education.

Desired Qualifications

• Treasury Management Dedicated Client Services experience
• Experience supporting Complex Treasury Management Products (e.g., ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (e.g., 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
• Experience coaching, training, and mentoring
• 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

Job Expectations

• The position is Monday - Friday; hours may vary between 7 AM and 6 PM Local Standard Time.
• This position offers a hybrid work schedule.
• Ability to travel up to 10% of the time.
• 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.

Location

• 401 Las Colinas Blvd - Irving, TX 70539