Description

Why Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place.

Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and wellbeing. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces "to grow your career." Join us!

About this role:

Wells Fargo is seeking a Business Relationship Support Representative (CSO2) within Global Payments & Liquidity (GPL), part of Corporate & Investment Banking.

This role serves as a critical point of contact for commercial and corporate clients utilizing Treasury Management products and services. As a trusted client advocate, you will deliver consultative support, resolve complex service inquiries, and partner across operations, sales, implementation, and relationship management teams to ensure a seamless client experience.

This position is ideal for professionals who thrive in a fast-paced environment, possess strong treasury and payments knowledge, and enjoy building relationships while driving operational excellence.

Please note: This position operates within an inbound client service environment.

In this role, you will:

• In this role, you will:
• Deliver exceptional service and support to commercial and business banking clients utilizing Treasury Management solutions.
• Serve as a trusted advisor and primary point of contact for client inquiries related to cash management, payments, liquidity, and treasury services.
• Research, diagnose, and resolve complex client issues while coordinating with internal business partners to ensure timely resolution.
• Partner closely with Relationship Managers, Sales Officers, Operations teams, and third-party vendors to provide an elevated client experience.
• Exercise independent judgment to interpret policies, procedures, compliance requirements, and service solutions.
• Identify client trends, service opportunities, and process enhancements that improve operational efficiency and client satisfaction.
• Analyze service exceptions and recommend products, solutions, or workflow improvements that help clients optimize their banking experience.
• Provide guidance and training to clients to ensure successful adoption and utilization of Treasury Management products and services.
• Support implementation and onboarding activities while helping clients navigate product functionality and service capabilities.
• Contribute to continuous improvement initiatives by identifying opportunities to streamline processes and enhance service delivery.
• Collaborate across business groups to resolve escalated concerns, influence outcomes, and drive successful client solutions.
• Act as a resource and knowledge partner for colleagues and support the onboarding and development of newer team members.

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

Desired Qualifications:

• Strong working knowledge of Treasury Management, Cash Management, Payments, Commercial Banking, and Liquidity products and services.
• Experience supporting clients in a high-volume call center, operations, banking, or financial services environment.
• Banking branch, commercial banking, or treasury client service experience.
• Ability to coach, train, and mentor new team members and business partners.
• Proven ability to manage multiple priorities while navigating numerous systems and applications simultaneously.
• Strong analytical and problem-solving skills with exceptional attention to detail and accuracy.
• Intermediate proficiency with Microsoft Office applications.
• Excellent verbal, written, and interpersonal communication skills with the ability to influence and build relationships across all organizational levels.
• Demonstrated ability to identify process improvement opportunities and drive service excellence.
• Strong organizational skills with the ability to prioritize effectively in a fast-paced, deadline-driven environment.
• Ability to work collaboratively within cross-functional teams while maintaining flexibility and adaptability.

Job Expectations:

• Must be able to work at the posted location
• Hybrid schedule available - 5 days required in office, one week, 5 days at home the next week
• Position hours are Monday - Friday 9:00 am until 6:00 pm CST, no flex arrangements

***Depending on applicant volume this role could come down early***

Posting End Date:
30 Jul 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.