Treasury Management Business Support Associate

Wells Fargo & Company

West Des Moines, IA · +3 more locationsHybridFull time
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Location
West Des Moines, IA
+3 more locations
Work style
Hybrid
Job type
Full time
Posted
Nov 5
1 day ago
Career path

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About the company

Wells Fargo & Company

Financial Services · 10,001+ employees

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Relevant military experience is considered for veterans and transitioning service men and women. 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.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Wells Fargo & Company on LinkedIn

What you'll do

  • The associate will manage a portfolio of commercial card accounts, researching and resolving customer inquiries while ensuring compliance with policies.
  • They will also identify process improvement opportunities and partner with internal stakeholders to meet client needs.

What you need

  • Candidates must have at least 6 months of business relationship support experience or equivalent training.
  • Proficiency in commercial card products and intermediate Microsoft Office skills are required.

Key skills

Commercial card knowledgeTreasury managementClient servicesPayment product supportAccount maintenanceCase managementProcess improvementRisk mitigationComplianceMicrosoft OutlookMicrosoft ExcelMicrosoft PowerPointTSYSCCATServiceViewWellsOne Expense Manager

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Read the full posting here
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. In this role, you will: 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 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 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 Job Expectations Schedule: Monday - Friday, hybrid work schedule. Expectation of working hours/ scheduling needs may vary between teams, but generally need to be available to work during core business hour (7 am to 6 pm MT) Ability to travel up to 10% of the 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 during the recruitment process. Locations: Salt Lake City, UT Des Moines, IA Charlotte, NC Winston-Salem, NC Posting End Date: 13 Nov 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. c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

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