Treasury Technical Support Analyst

Wells Fargo•El Monte, CA

7d•$26 - $34•Onsite

About The Position

About this role: Wells Fargo is seeking a Treasury Technical Support Analyst to join the Global Payments and Liquidity Technical Support team. This person will provide consultative technical support to small businesses, middle‑market companies, and corporate clients. The team partners closely with internal stakeholders and external vendors to support approximately 45 online banking applications, including solutions for payments, receivables, and reporting. In this role, you will: Provide support for a small portfolio of customers Work with business client managers to maintain a portfolio of accounts Oversee overall customer experience Produce loan reports and forms related to initiation of the documentation process Assist in financial statement analysis for non-complex relationships Handle customer issues and assist in decisions with business client managers Evaluate profitability and risk of designated portfolio Help with customer associated risk management 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

Requirements

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

Nice To Haves

2+ years of technical support experience
Windows Operating System Fundamentals and Networking Fundamentals
Understanding of computer networking, including but not limited to, local area networks (LAN), wide area networks (WAN), internet service provision (ISP), internet protocol (IP), local machine and group security policies, firewalls, and web proxy/content filtering
Proven technical expertise of end-user operating systems, Windows 10, 11 and MacOS
Demonstrated expertise of settings in Microsoft Edge, Mozilla Firefox, Google Chrome, and Safari web browsers.
Advanced proficiency with smartphones and tablets, including Apple iOS and Android OS, using both native application and web-based functions.
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
CompTIA A+ certification
Knowledge and understanding of treasury management industry products and services
Excellent verbal, written, and interpersonal communications skills.
Proven success in problem analysis and resolution with strong attention to detail and accuracy
Strong organizational skills; ability to multi-task and work in a fast-paced deadline driven environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
BS/BA degree in IT, CIS, Engineering or related field
Ability to work on-site at approved location at least three days a week
Ability to work schedule Monday - Friday 9:00 AM - 6:00 PM PT

Responsibilities

Provide support for a small portfolio of customers
Work with business client managers to maintain a portfolio of accounts
Oversee overall customer experience
Produce loan reports and forms related to initiation of the documentation process
Assist in financial statement analysis for non-complex relationships
Handle customer issues and assist in decisions with business client managers
Evaluate profitability and risk of designated portfolio
Help with customer associated risk management
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