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Business Relationship Support Associate - Treasury Service Associate

Business Relationship Support Associate - Treasury Service Associate

Wells FargoEl Monte, CA, United States
7 hours ago
Job type
  • Full-time
Job description

About this role :

Wells Fargo is seeking a Business Relationship Support Associate within Global Treasury Management as part of Commercial Banking. This group may be hiring multiple individuals. Learn more about the career areas and lines of business at www.wellsfargo.com

In this role, you will :

Be responsible for a complex portfolio of customers

Share leadership role with managers to oversee a portfolio of accounts

Identify opportunities for process improvements within the portfolio

Review and analyze the decision process for customer accounts

Evaluate the profitability and risk of designated portfolio

Verify compliance and report identified issues for resolution

Present recommendations to resolve and exercise independent judgment

Develop expertise in policies, procedures, and compliance requirements

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 :

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

Dedicated experience supporting complex Treasury Management products and services

Desired Qualifications :

Financial Services Experience

Problem analysis and resolution skills with high attention to detail and accuracy

Intermediate Microsoft Office skills

Ability to navigate multiple computer systems and applications

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

Good PC skills with the aptitude to learn new systems quickly

Call center customer service experience in the financial services industry

Experience supporting Commercial Banking customers and Northern California Middle Market Banking market

Strong telephone etiquette skills

Job Expectations :

Ability to travel up to 10%

This opportunity offers a hybrid work environment

Hours are 9am-6pm local time

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

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$30.77 - $45.67

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs () for an overview of the following benefit plans and programs offered to employees.

Health benefits

401(k) Plan

Paid time off

Disability benefits

Life insurance, critical illness insurance, and accident insurance

Parental leave

Critical caregiving leave

Discounts and savings

Commuter benefits

Tuition reimbursement

Scholarships for dependent children

Adoption reimbursement

Posting End Date : 6 Nov 2025

  • 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.

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-500214

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Treasury Associate • El Monte, CA, United States

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