AVP, Business Relationship Support Specialist - CIB

Wells Fargo & Company•Concord, CA

4d•$60,000 - $109,000•Hybrid

About The Position

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 wellsfargojobs.com.

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

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

Responsibilities

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