Lead Business Relationship Support Specialist - Delivery Consultant

Wells Fargo•Concord, CA

1d•$87,000 - $168,000•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. They focus on clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. The 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, including 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 a highly motivated and experienced relationship support professional to join the Corporate and Investment Banking Client Delivery team. This role will include responsibilities that support and manage client onboardings, ongoing customer due diligence and ongoing client servicing for various treasury and credit needs. This position is hybrid with some in office expectation.

Requirements

5+ 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

Ability to effectively manage time and multi-task on concurrent projects while leading in a team environment across all organizational levels while meeting deliverables
Excellent verbal, written, and interpersonal communication skills
Skilled in customer-facing communication in a fast paced, deadline driven, regulatory environment
Solid critical thinking, problem solving, analytical, and decision-making skills
Experience with Hogan, WCIS (Wholesale Customer Information System), WCAO (Wholesale Customer Account Onboarding), RCS (Risk Control System), and TRE (Transaction Risk Exposure)
Intermediate Microsoft Office skills (Excel, Word, Outlook), including the ability to cut/copy/paste, filter/sort data, create/manage pivot tables, format documents/spreadsheets, and schedule meetings
Strong attention to detail and accuracy
Comfortable using search tools to research data
Familiarity with Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA)

Responsibilities

Lead complex initiatives or large portfolio of customers and share leadership role with relationship managers to oversee a portfolio of accounts
Handle complex customer issues including escalation and resolution
Review the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
Verify compliance and report identified issues for resolution
Partner with managers to resolve issues and provide status updates on implementations
Develop expertise in policies, procedures and compliance requirements
Lead team and serve as a subject matter expert for the department
Collaborate and consult with peers, colleagues, internal partners and managers to resolve issues and achieve goals
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements