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Wells Fargo
Wells Fargo

Leading company in the financial services industry

Lead Business Relationship Support Specialist - Delivery Consultant

직무오퍼레이션
경력리드급
위치CHARLOTTE; CONCORD; MINNEAPOLIS
근무오피스 출근
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게시1주 전
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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 a highly motivated and 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.

In this role, you will:

  • 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

Required Qualifications:

  • 5+ 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:

  • 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)

Job Expectations:

  • Flexibility to adjust to work environment, client and business requirements as needed
  • Ability to travel up to 10%

Posting Locations:

Charlotte, NC: 550 South Tryon

Concord, CA: 1755 Grant

Minneapolis, MN: 90 S 7th St.

Salary Ranges:

Charlotte, NC: $87K - $140K USD Annual

Concord, CA: $104K - $168K USD Annual

Minneapolis, MN: $96K - $154K USD Annual

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$87,000.00 - $168,000.00

Benefits

  • Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit [Benefits

  • Wells Fargo Jobs](https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

  • Health benefits

  • 401(k) Plan

  • Paid time off

  • Disability benefits

  • Life insurance, critical illness insurance, and accident insurance

  • Parental leave

  • Critical caregiving leave

  • Discounts and savings

  • Commuter benefits

  • Tuition reimbursement

  • Scholarships for dependent children

  • Adoption reimbursement

Posting End Date:

29 Apr 2026

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.

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.

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Wells Fargo 소개

Wells Fargo

Wells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide.

10,001+

직원 수

San Francisco

본사 위치

$163B

기업 가치

리뷰

10개 리뷰

3.7

10개 리뷰

워라밸

3.8

보상

3.2

문화

3.9

커리어

3.1

경영진

3.4

72%

지인 추천률

장점

Good benefits and health coverage

Flexible schedules and work arrangements

Supportive team environment

단점

Limited career advancement opportunities

High stress and overwhelming workload

Poor management and lack of direction

연봉 정보

16개 데이터

Mid/L4

Director

Mid/L4 · Business Securities Operations Specialist

1개 리포트

$123,850

총 연봉

기본급

$107,643

주식

-

보너스

-

$123,850

$123,850

면접 후기

후기 4개

난이도

3.0

/ 5

소요 기간

21-35주

합격률

25%

면접 과정

1

Application Review

2

Recruiter Screen

3

Online Assessment

4

Technical Interview

5

Behavioral Interview

6

Offer

자주 나오는 질문

Coding/Algorithm

Technical Knowledge

Behavioral/STAR

Past Experience