Senior Associate – Client Delivery Consultant – CIB

Wells Fargo Bank•Charlotte, NC

1d•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. About this role: 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

4+ 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

Experience working within Corporate and Investment Banking or Commercial Real Estate lines of business
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)
Experience with Hogan, WCIS (Wholesale Customer Information System), WCAO (Wholesale Customer Account Onboarding), RCS (Risk Control System), and TRE (Transaction Risk Exposure)
Ability to execute in a client facing, fast paced, high demand, environment while balancing multiple priorities
Strong time management skills, and ability to treat all requests with a sense of urgency while meeting deadlines
Self-starter with 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
Experience with AI and workflow tools that reduce manual tasks through increased automation

Responsibilities

Support complex or large portfolio of customers and share leadership role with relationship managers
Assist with components of audit or compliance reviews and exams
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 noncredit 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 Delivery Consultants
Work with Relationship Managers to structure and execute transactions for the most complex clients, and manage portfolio with high operating exposures
Make decisions on complex customer issues and problems
Partner with client delivery manager to resolve issues and provide status updates on implementations
Collaborate with executives, management, relationship managers and other internal partners or business lines
Mentor less experience individuals and assist with their development