Business Relationship Support Associate - GPL Dedicated CSO 3

Wells Fargo & Company•Charlotte, NC

6d•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 involves analyzing customer account decisions, evaluating portfolio profitability and risk, verifying compliance, identifying issues, and recommending resolutions. The associate develops expertise in relevant policies, procedures, and compliance requirements, collaborates with colleagues and managers, interacts with internal customers, and exercises independent judgment while receiving direction from leaders. The position is based at 1525 W WT Harris Blvd in Charlotte, North Carolina, and offers a hybrid work schedule. Hours are Monday through Friday, 8:30 AM to 5:30 PM. Travel of up to 10% may be required. Specific compliance policies may apply to outside activities or personal investing.

Requirements

At least 6 months of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, or education.

Nice To Haves

Treasury Management Dedicated Client Services experience.
Experience with Treasury Management products and services.
Ability to use Treasury Management tools and applications, such as UAM, Service View, and 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 and applications and use search tools to find information.
Intermediate Microsoft Office skills.
Excellent verbal, written, and interpersonal communication skills.
Strong analytical skills and high attention to detail and accuracy.
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 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 exercising independent judgment and building knowledge of the function, policies, procedures, and compliance requirements.