Business Relationship Support Associate - GPL Dedicated CSO3

Wells Fargo & Company•Irving, TX

2d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL), part of Enterprise Functions. The role supports a complex portfolio of customers and shares leadership responsibilities with managers in overseeing a portfolio of accounts. It evaluates customer-account decision processes, portfolio profitability and risk, and compliance, while identifying process improvements and recommending resolutions. The associate collaborates with peers, colleagues, managers, and internal customers, receives direction from leaders, and exercises independent judgment while developing expertise in relevant policies, procedures, and compliance requirements. The position is based at 401 Las Colinas Blvd, Irving, Texas. It offers a hybrid work schedule, with work hours varying between 7 AM and 6 PM local standard time, Monday through Friday. Travel of up to 10% may be required. The role is not eligible for visa sponsorship. Specific compliance policies may apply to outside activities or personal investing; affected employees must provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable requirements.

Requirements

At least 6 months of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to travel up to 10% of the time.
Must not require visa sponsorship for this position.
Affected employees must provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policies regarding outside activities or personal investing.

Nice To Haves

Treasury Management Dedicated Client Services experience.
Experience supporting complex Treasury Management products, such as the ECS Product Suite, BAI, or International Wires, and using Treasury Management tools and applications such as UAM, Service View, or Hogan.
Ability to triage and troubleshoot complex issues, identify root causes, and communicate resolutions to clients and internal stakeholders.
Intermediate knowledge of Commercial Banking or Corporate Investment Banking client bases.
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 and applications and use 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 and across organizational levels, with flexibility, collaboration, and adaptability.
Effective organizational, multitasking, and prioritization 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 decision processes 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.
Exercise independent judgment while developing knowledge of the function, policies, procedures, and compliance requirements.
Fulfill applicable risk and compliance obligations, escalate and remediate issues, and make sound risk decisions.