Lead Business Relationship Support Specialist - Industrials

About this role:

Wells Fargo is seeking a highly motivated and experienced relationship support professional to join the Corporate and Investment Banking, Industrials & Renewables Energy Group. This individual will assist with managing and maintaining a high value service portfolio for both Industrials and Renewables Energy. This will include roles and responsibilities that support and manage client onboardings, periodic reviews, cashier's checks, fees, overdraft limits, wire/ACH queue monitoring and Treasury Management Service Acknowledgement and Change actions. There will be targeted coaching and mentoring of junior talent and the expectation to join high-impact, cross-group initiatives.

This is a hybrid work schedule 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
• Assist with components of audit or compliance reviews and exams
• Identify opportunities for process improvements within the portfolio
• Maintain policy manuals and business continuity plan documentation
• 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 and share 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

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

• Ability to effectively manage time and multi-task on concurrent projects while leading in a team environment across all organizational levels while meeting deadlines
• Ability to work in a fast-paced, highly demanding environment
• Excellent verbal, written, and interpersonal communication skills
• Skilled in customer-facing communication in a 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)
• Proficient 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)
• Knowledge of the Industrials and Renewables Energy segments

• Ability to travel up to 10%
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report 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.

• 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