Business Relationship Support Specialist - Dedicated Client Services Team Lead - Global Payments & Liquidity

About this role:

Wells Fargo is seeking a Business Relationship Support Specialist - Team Lead 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 and evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Make decisions on complex customer issues
• Partner with managers to resolve issues and provides status updates on implementations
• Develop expertise in the policies, procedures, and compliance requirements
• Handle complex customer issues which include escalation and resolution
• Lead team and serve as a subject matter expert for the department
• 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:

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

Desired Qualifications:

• 2+ years of leadership experience in Treasury, Financial services or customer service environment
• Ability to lead, train & mentor junior level staff
• Strong knowledge and understanding of treasury management products and services
• Expert knowledge of Commercial banking or Corporate Investment Banking client base
• ​Ability to provide strong customer service and develop consultative approach to customer relationships
• Expert knowledge of Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan)
• Experience using and/or supporting customers on the Commercial Electronic Office (CEO), ACH and Wires
• Ability to support the broader team, leading escalations and managing partner relationships
• Intermediate Microsoft Office skills (Word, Excel, PowerPoint)
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Effective 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

Job Expectations:

• Position hours are Monday - Friday 9:00 AM - 6:00 PM
• This position offers a hybrid work schedule
• Ability to travel up to 10% of the time

Position Location:

• 1525 W W T Harris Blvd - Charlotte, NC 28262

#GlobalPayments&Liquidity

#CommercialBanking

Posting End Date: 

9 Mar 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 o