Business Relationship Support Associate - GPL Dedicated Team

Wells Fargo Bank•El Monte, CA

3d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL), part of Enterprise Functions. The associate supports a complex portfolio of business customers and shares a leadership role with managers in overseeing portfolio accounts. The position reviews customer-account decision processes, evaluates portfolio profitability and risk, identifies process-improvement opportunities, verifies compliance, and reports issues for resolution. It also presents recommendations and exercises independent judgment while developing expertise in applicable policies, procedures, and compliance requirements. The role involves collaborating with peers, colleagues, and managers to resolve issues and achieve goals, as well as interacting with internal customers. The position follows a hybrid work schedule, Monday through Friday, between 9:00 AM and 6:00 PM, and may require travel up to 10% of the time. The listed base pay range is $30.77–$45.67; eligible employees may also qualify for incentive opportunities.

Requirements

At least 6 months of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, or education.
Ability to exercise independent judgment while developing knowledge of the function, policies, procedures, and compliance requirements.
Ability to travel up to 10% of the time.

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 the 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 prioritization skills.
Ability to work in a fast-paced, deadline-driven environment.

Responsibilities

Manage a complex portfolio of customers.
Share a leadership role with managers in overseeing 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 relevant policies, procedures, and compliance requirements.
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
Interact with internal customers.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues in a timely and effective manner.