Wells Fargo Business Relationship Support Specialist - 

United States, North Carolina, Charlotte 

740697202

About this role:

Global Payments & Liquidity (GPL)

In this role, you will:

• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunity for process improvements within the portfolio
• Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Make decisions on complex customer issues
• Partner with managers to resolve issues and provides status updates on implementations
• Develop expertise in the policies, procedures, and compliance requirements
• Handle complex customer issues which include escalation and resolution
• Lead team and serve as a subject matter expert for the department
• 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 the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of leadership experience in Treasury, Financial services or customer service environment
• Ability to lead, train & mentor junior level staff
• Strong knowledge and understanding of treasury management products and services
• Expert knowledge of Commercial banking or Corporate Investment Banking client base
• ​Ability to provide strong customer service and develop consultative approach to customer relationships
• Expert knowledge of Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
• Experience using and/or supporting customers on the Commercial Electronic Office (CEO), ACH and Wires
• Ability to support the broader team, leading escalations and managing partner relationships
• Intermediate Microsoft Office skills (Word, Excel, PowerPoint)
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

Job Expectations:

• Position hours are Monday - Friday 9:00 AM - 6:00 PM
• This position offers a hybrid work schedule
• Ability to travel up to 10% of the time

• 1525 W W T Harris Blvd- Charlotte, NC 28262

9 Mar 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.