Wells Fargo Logo

Wells Fargo

Business Relationship Support Associate - WellsOne CSO 3

Posted 2 Days Ago
Be an Early Applicant
Hybrid
Winston-Salem, NC
Senior level
Hybrid
Winston-Salem, NC
Senior level
Oversee a portfolio of business accounts, evaluate profitability and risk, review decision processes, identify process improvements, verify compliance, escalate issues, and present recommendations. The role collaborates with managers and internal customers, exercises independent judgment, and supports risk and compliance programs in a hybrid banking environment.
The summary above was generated by AI
About this role:
Wells Fargo is seeking a Business Relationship Support Associate in Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Share leadership role with managers to oversee a portfolio of accounts
  • Identify opportunity 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 the 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
Desired Qualifications:
  • Knowledge of facilitating workshops
  • Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others
  • Experience with WellsOne Expense Manager
  • Knowledge of TSYS and Service View
  • Intermediate Microsoft Office (including Intermediate PowerPoint)
  • Excellent verbal, written, and interpersonal communication skills
  • Proven problem solving and decision-making skills
  • Strong 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
Job Expectations:
  • The position hours are Monday - Friday 9:00 AM - 5:30 PM
  • This position offers a hybrid work schedule.
  • 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
Locations:
  • 1525 W WT Harris Blvd - Charlotte, NC
  • 100 N Main Street - Winston Salem, NC
  • 299 Main Street - Salt Lake City, UT
  • 801 Walnut Street - Des Moines, IA
Posting End Date:
2 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

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

Similar Jobs at Wells Fargo

2 Days Ago
Hybrid
Charlotte, NC, USA
Entry level
Entry level
Fintech • Financial Services
Supports managers in overseeing account portfolios within Global Payments & Liquidity. Reviews customer account decisions, evaluates profitability and risk, verifies compliance, identifies process improvements, and recommends issue resolutions. The role requires collaboration across organizational levels, independent judgment, policy and compliance expertise, and interaction with internal customers in a hybrid environment.
Top Skills: MS OfficeMicrosoft PowerpointService ViewTsysWellsone Expense Manager
12 Hours Ago
Hybrid
Harrisburg, NC, USA
Senior level
Senior level
Fintech • Financial Services
Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, drive disciplined execution, manage operational risk and compliance, partner with internal lines to deliver coordinated solutions, and leverage digital tools and reporting to improve performance and customer experience. Complete a required Branch Manager Readiness Program prior to transitioning into the Branch Manager role.
12 Hours Ago
Hybrid
Concord, NC, USA
Senior level
Senior level
Fintech • Financial Services
Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, drive branch performance, partner with internal sales teams, manage operational risk and compliance, promote digital adoption, and complete a required Branch Manager Readiness Program before transitioning to full Branch Manager duties.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account