Senior Business Relationship Support Specialist - Delivery Consultant

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

CIB Chief Operating Office (COO) supports the business seamlessly across all geographic regions by delivering platforms, processes and systems across a wide range of disciplines. This includes business management, strategy & innovation, data transformation, client lifecycle management, and risk management.  COOs also align to each business to bring synergy, consistency, and transparency of COO functions specific to each line of business.

About this role:

Wells Fargo is seeking an experienced relationship support professional to join the Corporate and Investment Banking Client Delivery team. This will include roles and responsibilities that support and manage client onboardings, ongoing customer due diligence, and ongoing client servicing for various treasury and credit needs. 

This role is hybrid with some in office expectation.  Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Support complex or large portfolio of customers and share leadership role with relationship managers
• Assist with components of audit or compliance reviews and exams
• Handle complex customer issues including escalation and resolution
• Solve issues with various operations centers, internal bank departments and outside vendors
• Identify prospective opportunities to market and oversee non credit products to new or existing customers
• Prepare presentations, materials and serve as a subject matter expert for the department
• Provide new hire and ongoing systems, processes, policies and procedures training
• Train and mentor less experienced Delivery Consultants
• Work with Relationship Managers to structure and execute transactions for the most complex clients, and to manage portfolio with high operating exposures
• Make decisions on complex customer issues and problems
• Partner with client delivery manager to resolve issues and provide status updates on implementations
• Collaborate with executives, management, relationship managers and other internal partners or business lines
• Mentor to less experience individuals and may assist with their development

Required Qualifications:

• 4+ 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:

• Skilled in customer facing communication in a deadline driven regulatory environment
• Experience with Hogan, WCIS (Wholesale Customer Information System), WCAO (Wholesale Customer Account Onboarding), RCS (Risk Control System), and TRE (Transaction Risk Exposure)
• Knowledge and understanding of global treasury management industry, products, services, operations, and systems
• Understanding of financial crimes, credit underwriting and customer due diligence processes (AML, KYC, CDD)
• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
• Strong time management skills and ability to meet deadlines
• Outstanding problem solving and decision-making skills
• Strong attention to detail and accuracy skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

• Ability to work outside of normal business hours as needed

Posting Locations:

Charlotte, NC:  550 South Tryon

Concord, CA: 1755 Grant

Minneapolis, MN:  90 S 7th St.

Salary Ranges:

Charlotte, NC: $77K - $121K USD Annual

Concord, CA: $92K - $145K USD Annual

Minneapolis, MN: $85K - $133K USD Annual

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$77,000.00 - $145,000.00

Benefits