Business Relationship Support Associate

Job Description

Business Relationship Support Associate – GPL NSG CSO3 | Wells Fargo

The Tone:
This is an early career position at Wells Fargo, located in El Monte, CA, offering a hybrid work schedule. Wells Fargo is a leading financial services company operating within Global Payments & Liquidity (GPL) and National Services Group (NSG) as part of Enterprise Functions. This role is crucial for supporting a portfolio of customer accounts by ensuring operational efficiency, managing risk, and maintaining compliance standards within the organization.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, El Monte, CA
• Pay: $30–$45 hourly
• Team: Within National Services Group (NSG) in Global Payments & Liquidity (GPL) as part of Enterprise Functions, reporting to leaders.
• Mission: Owns overseeing account portfolios, identifying process improvements, and ensuring compliance for customer accounts while managing profitability and risk.
• Tech Stack: Microsoft Office

What You’ll Actually Do
• Oversee: Share a leadership role with managers to oversee a portfolio of customer accounts.
• Improve: Identify opportunities for process improvements within the assigned portfolio.
• Analyze: Review and analyze the decision process for customer accounts and evaluate portfolio profitability and risk.
• Ensure: Verify compliance requirements and report identified issues for resolution.
• Recommend: Present recommendations to resolve issues and exercise independent judgment in problem-solving.

The Must-Haves
• Background: Entry-Level professional with core domain knowledge in Business Relationship Support.
• Experience: 6+ months of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military service, or education.
• Skills: Intermediate Microsoft Office skills; excellent verbal, written, and interpersonal communication skills; strong analytical skills with high attention to detail and accuracy; effective organizational, multi-tasking, and prioritizing skills; ability to work effectively in a team environment.
• Bonus: Treasury Management Client Services experience; Treasury Management product knowledge and experience; Call Center experience; strong telephone etiquette; strong customer service background; ability to navigate multiple computer systems, applications, and utilize search tools to find information; strong personal leadership skills.