Business Relationship Support Specialist – GPL Dedicated Service Team Lead

Wells Fargo

. Manage a complex portfolio of customers .

Posted 9/17/2026full-timeCharlotte • Iowa • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex customer portfolios while ensuring compliance and process improvements. Proven leadership in treasury management and customer service, with strong problem-solving and communication skills.

Highest-signal resume keywords

Business Relationship Support ExperienceLeadership Experience in TreasuryTreasury Management Tools KnowledgeProblem-Solving SkillsExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementProcess ImprovementCompliance VerificationDecision-MakingCustomer Issue ResolutionTeam LeadershipStakeholder CoordinationMultitaskingOrganizational SkillsMicrosoft Excel

Soft Skills

Inspiring OthersMotivating Team MembersInterpersonal CommunicationIndependent JudgmentCollaboration

Tools & Technologies

Microsoft WordMicrosoft PowerPoint

Industry Keywords

Financial ServicesCustomer ServiceEscalation ManagementDeadline-Driven EnvironmentCompliance Policies

About the role

Key responsibilities & impact

Manage a complex portfolio of customers
Share leadership with the manager to oversee a portfolio of accounts
Balance day-to-day production support with strategic improvements
Identify process-improvement opportunities within the portfolio
Verify compliance and report issues for resolution
Make decisions on complex customer issues
Partner with the manager to resolve issues and provide implementation status updates
Develop expertise in policies, procedures, and compliance requirements
Handle complex customer issues, including escalation and resolution
Lead the team and serve as a departmental subject matter expert
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal customers
Receive direction from leaders
Exercise independent judgment while developing functional knowledge

Requirements

What you’ll need

2+ years of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, or education
Leadership experience in Treasury, financial services, or customer service
Proven success leading escalations, coordinating with stakeholders, and delivering timely updates
Strong knowledge and understanding of treasury management tools, products, and services
Experience coaching and developing team members
Ability to inspire, motivate, and influence others
Proven ability to partner with internal and external partners to meet customer needs
Ability to work in a fast-paced, deadline-driven environment
Excellent verbal, written, and interpersonal communication skills
Proven problem-solving and decision-making skills
Strong organizational, multitasking, and prioritizing skills
Strong computer skills, including Excel, MS Word, and PowerPoint
Ability to travel up to 10% of the time
Compliance with applicable outside-activity and personal-investing policies

Benefits

Comp & perks

Hybrid work schedule
Monday–Friday schedule, 9:00 AM–6:00 PM
Equal opportunity employment
Accommodation for applicants with disabilities
Drug-free workplace