Jobs · Finance · Utah

Treasury Management Business Support Associate

Wells Fargo · Salt Lake City, UT · 1 mo ago
FinanceFull-time

About the role

Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL). This role supports the WellsOne Commercial Card business and serves as an operational partner to internal teams managing a large portfolio of commercial card clients. Team members are responsible for researching and resolving email-based servicing requests, validating customer authorizations, navigating established procedures, and ensuring timely, accurate resolution of client inquiries. This is a primarily internal-facing role that requires strong commercial card knowledge, attention to detail, sound judgment, and the ability to effectively manage multiple priorities in a high-volume environment.

Responsibilities

  • 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

Requirements

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

Qualifications

  • 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

Schedule

Monday - Friday, hybrid work schedule. Core business hours are 7 am to 6 pm MT. Ability to travel up to 10% of the time.

Locations: Salt Lake City, UT; Des Moines, IA; Charlotte, NC; Winston‑Salem, NC.

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