Associate, Business Relationship Support Specialist - CIB

About this role:

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.

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

In this role, you will:

* Be accountable for a complex portfolio of customers

* 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:

* 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

* Ability to work effectively with a geographically dispersed team

* Excellent verbal, written, and interpersonal communication skills

* Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

* This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

* Specific compliance policies may apply regarding outside activities 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.

* Ability to work outside of normal business hours if needed.

Posting Locations:

Charlotte, NC: 550 South Tryon

Concord, CA: 2001 Clayton Rd.

Minneapolis, MN: 90 S 7th St.

Salary Ranges:

Charlotte, NC: $60K - $91K USD Annual

Concord, CA: $72K - $109K USD Annual

Minneapolis, MN: $66K - $100K 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.…