Treasury Management Business Support Associate

Wells Fargo

. Manage and support a portfolio of commercial card accounts and servicing requests .

Posted 11/5/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing commercial card accounts and servicing requests, with a strong focus on compliance, operational efficiency, and customer support. Proficient in utilizing commercial card servicing platforms and Microsoft Office tools to enhance service delivery and resolve client inquiries.

Highest-signal resume keywords

Commercial Card Servicing ExperienceBusiness Relationship Support ExperienceExperience with TSYS, CCAT, ServiceViewIntermediate Microsoft Office SkillsStrong Understanding of Compliance Requirements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial Card ProductsAccount MaintenanceServicing ProcessesCustomer Authorization RequirementsResearching Complex InquiriesManaging Multiple RequestsOperational Efficiency InitiativesEmail-Based ServicingCase ManagementDocumentation Validation

Soft Skills

Independent JudgmentProblem SolvingPrioritizationCollaborationCustomer Service

Tools & Technologies

WellsOne Commercial CardWellsOne Expense ManagerTSYSCCATServiceView

Industry Keywords

Treasury ManagementPayment Product SupportService Level ExpectationsOperational PartnerCompliance Policies

About the role

Key responsibilities & impact

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
Support the WellsOne Commercial Card business as an operational partner to internal teams managing commercial card clients
Research and resolve email-based servicing requests and ensure timely, accurate resolution of client inquiries

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, education
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
Ability to work during core business hours, generally 7 am to 6 pm MT
Ability to travel up to 10% of the time
Compliance with applicable outside activities and personal investing policies
Accurate information and supporting documentation for lawful employment and education verification

Benefits

Comp & perks

Hybrid work schedule
Ability to travel up to 10% of the time
Equal opportunity employment
Medical accommodation available during application or interview process
Drug-free workplace