Business Relationship Support Associate Global Treasury, Wells Fargo

Wells Fargo

Location:
United States, Winston Salem

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Job offer has expired

Job Description:

Wells Fargo is seeking to hire three Business Relationship Support Associates. These individuals will provide high levels of support to relationship managers on customer business customers and partners within the business customer portfolios. Serve as main point of contact for operational and product questions. Duties may include proactively supporting client and/or product issues, monitoring account overdrafts, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries tasks (i.e. customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met).

Job Responsibility:

Provide high levels of support to relationship managers on customer business customers and partners within the business customer portfolios
Serve as main point of contact for operational and product questions
Proactively supporting client and/or product issues
Monitoring account overdrafts
Confirming source of funds
Partnering with internal teams to resolve office management on ad-hoc client inquiries tasks
Customer onboarding
Due diligence
Proactive outreach
Other associated risk management matters to ensure regulatory and company requirements are met
Be responsible for a complex portfolio of customers
Share leadership role with managers to oversee 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 designated portfolio
Verify compliance and report identified issues for resolution
Present recommendations to resolve 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 directions from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements:

6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Problem solving & resolution with ability to communication and partner with internal team members and stakeholders
Treasury Management Dedicated Client Services Experience
Experience supporting Complex Treasury Management Products such as ACH, Wires, AR, AP, Cash Vault, Lockbox
Treasury Management Tools and Applications (i.e. Service View, Hogan)
Intermediate knowledge of 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, applications, and utilize search tools to find information

Nice to have:

Problem solving & resolution with ability to communication and partner with internal team members and stakeholders
Treasury Management Dedicated Client Services Experience
Experience supporting Complex Treasury Management Products such as ACH, Wires, AR, AP, Cash Vault, Lockbox
Treasury Management Tools and Applications (i.e. Service View, Hogan)
Intermediate knowledge of 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, applications, and utilize search tools to find information

What we offer:

Hybrid work schedule
Equal opportunity employment
Accommodation for applicants with disabilities available upon request

Additional Information:

Job Posted:
October 03, 2025

Expiration:
October 03, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Business Relationship Support Associate Global Treasury