Business Relationship Support Associate - GPL National Service Group (NSG)
Wells Fargo, Charlotte, NC, United States
About this role:
Wells Fargo is seeking a
Business Relationship Support Associate in Global Payments and Liquidity (GPL) as part of Enterprise Functions.
The GPL Reporting Team plays a key role in supporting multiple business units and is known for delivering high-quality insights that influence decision making across the GPLSI organization. The team supports internal partners as well as external customers for various banking products. In this role, you will: Service treasury management products and services
Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services to meet and exceed client needs
Identify trends through client interactions
Identify exceptions and suggest products, procedures or services that will assist in streamlining the clients' interactions
Train clients on products and services to ensure optimal delivery and meet implementation needs
Perform post implementation product usage and customer billing reviews
Identify opportunity for process improvements
Review and analyze the decision process for customer accounts
Verify compliance and report identified issues for resolution
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Required Qualifications: 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
6+ months experience in Treasury Management call center customer service
Desired Qualifications: Strong knowledge with a wide variety of Treasury Management products
Experience in a call center environment
with strong telephone etiquette skills
Bank Branch experience
Ability to lead, train & mentor new hires and internal partners
Demonstrated ability to navigate multiple computer systems and applications while efficiently and effectively using search tools to locate and verify information (e.g., Vantage, Hogan, ServiceView)
Intermediate Microsoft Office skills
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
Ability to work in a fast-paced deadline driven environment
Job Expectations: Work schedule: 9:00 AM to 6:00 PM local time. Position Location Options: Charlotte, North Carolina (NC) - 1525 West WT Harris Blvd. (CIC) Winston-Salem, North Carolina (NC) - 100 N. Main Street Must be based in one of the above locations or willing to relocate at your own expense. Relocation assistance is not available for this position. This position currently offers a hybrid work schedule. This position is not eligible for Visa sponsorship. Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 15 Mar 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo () . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy () to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Req Number:
R-518874
Business Relationship Support Associate in Global Payments and Liquidity (GPL) as part of Enterprise Functions.
The GPL Reporting Team plays a key role in supporting multiple business units and is known for delivering high-quality insights that influence decision making across the GPLSI organization. The team supports internal partners as well as external customers for various banking products. In this role, you will: Service treasury management products and services
Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services to meet and exceed client needs
Identify trends through client interactions
Identify exceptions and suggest products, procedures or services that will assist in streamlining the clients' interactions
Train clients on products and services to ensure optimal delivery and meet implementation needs
Perform post implementation product usage and customer billing reviews
Identify opportunity for process improvements
Review and analyze the decision process for customer accounts
Verify compliance and report identified issues for resolution
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Required Qualifications: 6+ months of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
6+ months experience in Treasury Management call center customer service
Desired Qualifications: Strong knowledge with a wide variety of Treasury Management products
Experience in a call center environment
with strong telephone etiquette skills
Bank Branch experience
Ability to lead, train & mentor new hires and internal partners
Demonstrated ability to navigate multiple computer systems and applications while efficiently and effectively using search tools to locate and verify information (e.g., Vantage, Hogan, ServiceView)
Intermediate Microsoft Office skills
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
Ability to work in a fast-paced deadline driven environment
Job Expectations: Work schedule: 9:00 AM to 6:00 PM local time. Position Location Options: Charlotte, North Carolina (NC) - 1525 West WT Harris Blvd. (CIC) Winston-Salem, North Carolina (NC) - 100 N. Main Street Must be based in one of the above locations or willing to relocate at your own expense. Relocation assistance is not available for this position. This position currently offers a hybrid work schedule. This position is not eligible for Visa sponsorship. Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 15 Mar 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo () . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy () to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Req Number:
R-518874