Treasury Management Business Support Associate

Posted 2 Days Ago
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Des Moines, IA, USA
Hybrid
Entry level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports Treasury Management clients by researching and resolving servicing requests involving ACH, wires, cash vault, and online banking products. Manages phone interactions, casework, and service-level commitments while partnering with internal teams to resolve issues. The role requires strong organization, judgment, attention to detail, compliance awareness, and the ability to manage high-volume workloads. It also involves identifying process improvements and developing expertise in Treasury Management products and servicing procedures.
Summary Generated by Built In
Wells Fargo is seeking a Business Relationship Support Associate within Global Payments & Liquidity (GPL). This role supports Treasury Management clients across the Restaurant, Retail, Gaming, and Healthcare segments and serves as a key operational partner to Relationship Managers, Client Service Officers, and internal service teams. Team members are responsible for researching and resolving client servicing requests, managing casework related to Treasury Management products and services, navigating established procedures, and ensuring timely and accurate resolution of customer inquiries. This is a client-facing and operational support role that requires strong attention to detail, sound judgment, and the ability to effectively manage multiple priorities in a high-volume environment. Successful team members demonstrate strong organizational skills, adaptability, and the ability to deliver a high-quality customer experience while balancing phone support, case management, and service level expectations. In This Role, You Will: Manage and support a portfolio of Treasury Management client servicing requests. Research and resolve customer inquiries in accordance with established policies, procedures, and controls. Handle requests and cases related to Treasury Management products and services, including wires, ACH, cash vault, and other payment-related inquiries. Prioritize and manage phone interactions, service requests, and casework while meeting service level expectations. Partner with internal stakeholders to resolve issues and support client needs. Develop expertise in Treasury Management products, servicing processes, and applicable compliance requirements. Exercise independent judgment when researching issues, identifying solutions, and determining appropriate next steps. Identify opportunities to improve processes and operational efficiency. 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, or education. 6+ months of direct client-facing experience, including real-time customer interaction by phone or in person Desired Qualifications Treasury Management Dedicated Client Services experience, Commercial Banking support experience, or related payment product servicing experience. Experience supporting Treasury Management products and services, including ACH, wires, cash management, or online banking platforms. Strong ability to research, troubleshoot, and resolve complex client inquiries while managing multiple priorities and service level commitments. Experience supporting customers in a phone-based, case management, or servicing environment. Demonstrated ability to manage a high-volume workload through effective organization, time management, and prioritization. Experience navigating multiple systems, applications, and servicing tools to identify information and drive issue resolution. Job Expectations Schedule: Monday-Friday, hybrid work schedule. Expectations regarding working hours and scheduling needs may vary between teams, but generally require availability during core business hours. 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. Posting End Date: 28 Sep 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.
#BI-Hybrid

Skills Required

  • 6+ months of Business Relationship Support experience, or equivalent experience, training, military experience, or education
  • 6+ months of direct client-facing experience involving real-time customer interaction by phone or in person
  • Treasury Management Dedicated Client Services experience
  • Commercial Banking support experience or related payment product servicing experience
  • Experience supporting Treasury Management products and services, including ACH, wires, cash management, or online banking platforms
  • Ability to research, troubleshoot, and resolve complex client inquiries while managing multiple priorities and service-level commitments
  • Experience in a phone-based, case management, or servicing environment
  • Ability to manage high-volume workloads through organization, time management, and prioritization
  • Experience navigating multiple systems, applications, and servicing tools
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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! 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 well-being. 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.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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