Business Relationship Support Associate - GPL Dedicated Team

Wells Fargo•El Monte, CA

4d•$31 - $46•Hybrid

About The Position

Wells Fargo is hiring a Business Relationship Support Associate within Global Payments & Liquidity (GPL), part of Enterprise Functions. The associate supports a complex portfolio of customers and shares a leadership role with managers in overseeing portfolio accounts. The position involves reviewing customer account decision processes, evaluating portfolio profitability and risk, verifying compliance, identifying issues, and presenting recommendations for resolution while exercising independent judgment. The associate develops expertise in applicable policies, procedures, and compliance requirements and collaborates with peers, colleagues, managers, and internal customers to resolve issues and achieve goals. The role has a Monday–Friday schedule between 9:00 AM and 6:00 PM, follows a hybrid work schedule, and may require travel up to 10% of the time. The stated base pay range is $30.77–$45.67; employees may also be eligible for incentive opportunities.

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 exercise independent judgment while developing knowledge of the function, policies, procedures, and compliance requirements.

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.
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 environment 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

Support 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 a 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.
Follow applicable risk programs, policies, procedures, and compliance obligations; escalate and remediate issues in a timely and effective manner.