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CIB Senior Relationship Associate - Financial Institutions Group

Wells Fargo
United Statesfull_timeVerifiedPosted 8 Jan 2025
💰 $113,000/yr($63,600/yr$113,000/yr)

About the role

About this role:

Wells Fargo is seeking an experienced relationship support professional to join the Corporate and Investment Banking Financial Institutions Group (CIB FIG). Supported relationships in CIB FIG broadly include asset managers, insurance companies, and market structure businesses.  This is a Hybrid work schedule 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
  • Maintain policy manuals and Business Continuity Plan documentation
  • 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 Relationship Associates
  • 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 relationship support manager to resolve issues and provide status updates on implementations
  • Collaborate with executives, management, relationship managers and other internal partners or business lines

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:

  • Knowledge of the FIG business segments
  • 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

Minneapolis, MN

Pay Ranges: 

 

Charlotte, NC:  $63,600 - $113,000

Minneapolis, MN:  $63,600 - $113,000

    Pay Range
     

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $63,600.00 - $113,000.00

    Benefits

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    • Health benefits
    • 401(k) Plan
    • Paid time off
    • Disability benefits
    • Life insurance, critical illness insurance, and accident insurance
    • Parental leave
    • Critical caregiving leave
    • Discounts and savings
    • Commuter benefits
    • Tuition reimbursement
    • Scholarships for dependent children
    • Adoption reimbursement

    Posting

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    Company

    Wells Fargo

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