Treasury Management Business Support Associate

Wells Fargo & Company•Salt Lake City, UT
•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL). The role supports the WellsOne Commercial Card business and serves as an operational partner to internal teams managing a large portfolio of commercial card clients. The associate researches and resolves email-based servicing requests, validates customer authorizations, follows established procedures, and ensures client inquiries are resolved accurately and on time. This is a primarily internal-facing role requiring commercial card knowledge, attention to detail, sound judgment, and the ability to manage multiple priorities in a high-volume environment. The position is scheduled Monday through Friday with a hybrid work schedule. Availability is generally needed during core business hours of 7 a.m. to 6 p.m. Mountain Time, though schedules may vary by team. Travel may be required up to 10% of the time.

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 work Monday through Friday and generally be available during core business hours of 7 a.m. to 6 p.m. Mountain Time; scheduling needs may vary by team.
  • Ability to travel up to 10% of the time.
  • If hired and subject to applicable compliance policies, provide information to the Wells Fargo Personal Account Dealing Team regarding outside activities and/or personal investing and abide by applicable policy requirements.
  • Represent personal experience accurately during recruiting and hiring and provide accurate information and supporting documentation for lawful employment and education verification.

Nice To Haves

  • Commercial Card servicing experience, Treasury Management Dedicated Client Services experience, or related payment product support experience.
  • Experience with TSYS, CCAT, ServiceView, WellsOne Expense Manager, or other commercial card servicing platforms.
  • Strong understanding of commercial card products, account maintenance, servicing processes, and customer authorization requirements.
  • Experience researching and resolving complex servicing inquiries while managing multiple requests and service level commitments.
  • Experience supporting customers through email-based servicing or case management environments.
  • Intermediate Microsoft Office skills, particularly Outlook, Excel, and PowerPoint.

Responsibilities

  • Manage and support a portfolio of commercial card accounts and servicing requests.
  • Research and resolve customer inquiries in accordance with established policies, procedures, and controls.
  • Review account-related requests, validate required documentation, and ensure compliance with authorization requirements.
  • Prioritize and manage a queue of requests while meeting service level expectations.
  • Identify process improvement opportunities and support operational efficiency initiatives.
  • Partner with internal stakeholders to resolve issues and meet client needs.
  • Develop expertise in WellsOne Commercial Card products, servicing processes, and compliance requirements.
  • Exercise independent judgment when researching issues and recommending solutions.
  • Follow applicable risk and compliance policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely and effective manner.
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