Senior Business Relationship Support Specialist - Delivery Consultant

Wells Fargo & Company•Concord, CA

1d•Hybrid

About The Position

The Corporate & Investment Bank (CIB) at Wells Fargo delivers a comprehensive suite of banking, capital markets, and advisory solutions, including sales, trading, and research capabilities, to corporate, government, and institutional clients. The CIB Chief Operating Office (COO) supports the business across all geographic regions by providing platforms, processes, and systems in areas such as business management, strategy & innovation, data transformation, client lifecycle management, and risk management. COOs also align with each business line to ensure synergy, consistency, and transparency of COO functions. Wells Fargo is seeking an experienced relationship support professional to join the Corporate and Investment Banking Client Delivery team. This role involves supporting and managing client onboardings, ongoing customer due diligence, and client servicing for various treasury and credit needs. The position is hybrid, with some in-office expectation.

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

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
Excellent verbal, written, and interpersonal communication skills
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

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 non credit 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 to 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 to less experience individuals and may assist with their development