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Wells Fargo

Business Relationship Support Associate – GPL Dedicated Client Service Officer

Wells Fargo

. Manage a complex portfolio of customers .

Posted 9/25/2026full-timeUnited StatesJuniorMid-Level💰 $25 - $42 per hourWebsite

About the role

Key responsibilities & impact
  • Manage a complex portfolio of customers
  • Share a leadership role with managers overseeing a portfolio of accounts
  • Identify process improvement opportunities within the portfolio
  • Review and analyze decision processes for customer accounts
  • Evaluate profitability and risk of designated portfolios
  • Verify compliance and report identified issues for resolution
  • Present recommendations, 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
  • Support risk and compliance programs, including monitoring, governance, risk identification, escalation, and remediation

Requirements

What you’ll need
  • 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
  • Treasury Management Dedicated Client Services experience
  • Experience supporting complex Treasury Management Products, such as ECS Product Suite, BAI, and International Wires
  • Experience utilizing Treasury Management Tools and Applications, such as UAM, Service View, and Hogan
  • Ability to triage and troubleshoot complex issues, including root cause identification and communicating resolutions to clients and internal stakeholders
  • Intermediate knowledge of Commercial Banking or Corporate Investment Banking client base
  • Strong personal leadership skills, including initiative, accountability, and ability to inspire and motivate others
  • Ability to navigate multiple Treasury Management systems, applications, and search tools
  • 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
  • Effective organizational, multitasking, and prioritizing skills
  • Ability to work in a fast-paced, deadline-driven environment
  • Ability to work Monday–Friday, 9:00 AM–6:00 PM
  • Ability to travel up to 10% of the time
  • Position is not eligible for visa sponsorship

Benefits

Comp & perks
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities may be available