Business Relationship Support Associate

About This Role

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL).

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 a 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 direction from leaders.
• Exercise independent judgment while developing knowledge of function, policies, procedures, and compliance requirements.

Requirements & Tech Stack

• 6+ months of Business Relationship Support experience, or equivalent demonstrated through:
• Work experience
• Training
• Military experience
• Education

Desired Qualifications

• Treasury Management Dedicated Client Services experience.
• Treasury Management products and services experience.
• Ability to utilize Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan).
• Strong personal leadership skills, including initiative, accountability, and the ability to inspire and motivate others.
• Ability to build strong relationships.
• Strong telephone and email etiquette.
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Intermediate Microsoft Office skills.
• Excellent verbal, written, and interpersonal communication skills.
• Strong analytical skills with high attention to detail and accuracy.
• 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

• Position hours are Monday - Friday 8:30 AM - 5:30 PM.
• This position offers a hybrid work schedule.
• Ability to travel up to 10% of the time.
• Specific compliance policies may apply regarding outside activities and/or personal investing.

Location

• 1525 W WT Harris Blvd - Charlotte, NC