Associate, Business Relationship Support Specialist - CIB

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 CIB high priority 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.

In this role, you will:

• Be accountable for a small portfolio of high priority customers
• Build and maintaining effective relationships with internal stakeholders, cross-functional teams, and external partners to deliver shared results
• Lead the onboarding and account opening of new business
• Maintain customer authorization records
• Manage complex customer issues which include escalation and resolution
• Oversee all aspects of risk management, including identification, assessment, mitigation, and reporting of operational, financial, and compliance risk to ensure alignment with organizational policies and regulatory requirements
• Exercise independent judgment while developing expertise in function, policies, procedures, and compliance requirements
• Identify and implement process improvement opportunities within the portfolio utilizing AI tools and technologies

Required Qualifications, US:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Skilled in customer facing communication in a deadline driven regulatory environment
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of global treasury management industry
• Understanding of financial crimes, credit underwriting and customer due diligence processes (AML, KYC, CDD)
• Strong time management skills
• Strong problem-solving skills with the agility to adapt approach in response to evolving challenges and priorities
• Demonstrated ability to leverage available tools, networks, and data to effectively navigate obstacles and achieve objectives
• 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
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Experience with Hogan, WCIS (Wholesale Customer Information System), WCAO (Wholesale Customer Account Onboarding), Cornerstone, RCS (Risk Control System), TRE (Transaction Risk Exposure), and ServiceView

Job Expectations:

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

• Ability to work outside of normal business hours if needed.

Posting Location:

Charlotte, NC:  550 South Tryon

Salary Range:

Charlotte, NC: $60K - $91K USD Annual

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.