Business Relationship Support Associate - GPL Dedicated Client Service Officer (CSO3)

Wells Fargo•Minneapolis, MN

2d•$25 - $42•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL) as part of Enterprise Functions. The associate supports a complex portfolio of customers and shares a leadership role with managers in overseeing a portfolio of accounts. The role reviews customer-account decision processes, evaluates portfolio profitability and risk, verifies compliance, reports issues, and presents recommendations for resolution using independent judgment. The associate develops expertise in relevant policies, procedures, and compliance requirements; identifies opportunities to improve portfolio processes; and collaborates with peers, colleagues, managers, and internal customers to resolve issues and achieve goals. The position receives direction from leaders while exercising independent judgment as it develops an understanding of the function and its requirements. The schedule is Monday through Friday, between 9:00 AM and 6:00 PM. This position offers a hybrid work schedule and may require travel up to 10% of the time. Locations are 801 Walnut Street in Des Moines, Iowa, or 600 S 4th Street in Minneapolis, Minnesota. The position is not eligible for visa sponsorship. The base pay range is $25.48–$41.83; employees may also be eligible for incentive opportunities. Specific compliance policies may apply to outside activities and personal investing.

Requirements

At least 6 months of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, education.
Ability to exercise independent judgment.
Ability to collaborate and consult with colleagues and managers to resolve issues and achieve goals.

Nice To Haves

Treasury Management Dedicated Client Services experience.
Experience supporting complex Treasury Management products, such as the ECS Product Suite, BAI, and International Wires, and using Treasury Management tools and applications, such as UAM, Service View, and Hogan.
Ability to triage and troubleshoot complex issues, identify root causes, and communicate resolutions to clients and internal stakeholders.
Intermediate knowledge of a Commercial Banking or Corporate Investment Banking client base.
Strong personal leadership skills, including initiative, accountability, and the ability to inspire and motivate others.
Ability to navigate multiple Treasury Management systems and applications and use search tools to find information.
Previous call center experience.
Strong telephone etiquette.
Excellent verbal, written, and interpersonal communication skills.
Ability to work effectively in a team and across organizational levels, with flexibility, collaboration, and adaptability.
Effective organizational, multitasking, and prioritizing skills.
Ability to work in a fast-paced, deadline-driven environment.

Responsibilities

Be responsible for a complex portfolio of customers.
Share a 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 the designated portfolio.
Verify compliance and report identified issues for resolution.
Present recommendations to resolve issues 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 while developing knowledge of the function, its policies, procedures, and compliance requirements.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely and effective manner.