Business Relationship Support Specialist - GPL Senior Service Team Lead - Dedicated CIB

Wells Fargo•El Monte, CA

1d•$72,000 - $109,000•Hybrid

About The Position

About this role: Wells Fargo is seeking a Business Relationship Support Specialist - Senior Service 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: 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

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

Treasury Management Dedicated Client Services experience
Experience supporting complex Treasury Management products (e.g., ECS Product Suite, BAI, International Wires) and utilizing Treasury Management tools and applications (e.g., UAM, Service View, Hogan)
Previous experience supporting CIB clients
Previous leadership experience in treasury, financial services or customer service
Project management skills and familiar with leading projects
Intermediate Microsoft Office (specifically Excel and Power Point)
Ability to analyze data and provide recommendations
Ability to lead strategic initiatives and cross-functional projects to enhance operational efficiency, ensuring alignment with organizational goals and compliance standards
Proven track record of driving process improvement efforts by analyzing workflows, identifying gaps, and implementing solutions that optimize customer portfolio management and risk evaluation
Ability to act as subject matter expert
Experience managing escalations, coordinating with stakeholders, and delivering timely updates on large-scale implementations and business-critical initiatives
Excellent verbal, written, and interpersonal communication skills
Proven problem solving and decision-making skills
Strong organizational, multi-tasking, and prioritizing skills
Proven ability to partner with internal and external partners to meet the needs of the customer

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