Lead Business Relationship Support Specialist - Delivery Consultant

Wells Fargo

Charlotte, NC, US
Base: $87k - $168k usd annual depending on locatio...
Hybrid
5+ years business relationship support experience
Client onboarding and customer due diligence
Portfolio profitability and risk evaluation
This role involves leading complex initiatives and managing a portfolio of accounts for corporate and investment banking clients

Job Summary

  • This role involves leading complex initiatives and managing a portfolio of accounts for corporate and investment banking clients.
  • The position requires verifying compliance, evaluating account profitability and risk, and resolving escalated customer issues.
  • Wells Fargo offers comprehensive benefits including health insurance, 401(k) plans, paid time off, and tuition reimbursement.

Matching Summary

This role involves leading complex initiatives and managing a portfolio of accounts for corporate and investment banking clients.

Salary

Base: $87K - $168K USD Annual depending on location; Bonus/Equity: Incentive opportunities available; Benefits: Health, 401(k), PTO, Tuition Reimbursement

Skills & Requirements

Must-have

  • 5+ years Business Relationship Support experience
  • Client onboarding and customer due diligence
  • Portfolio profitability and risk evaluation
  • Compliance and regulatory issue resolution
  • Subject matter expertise in policies and procedures

Nice-to-have

  • Experience with Hogan and WCIS systems
  • Strong critical thinking and problem solving skills
  • Ability to manage time across concurrent projects
  • Familiarity with Anti-Money Laundering and BSA
  • Intermediate Microsoft Office pivot table skills

Key Requirements

  • 5+ years of Business Relationship Support experience
  • Intermediate Microsoft Office skills (Excel, Word, Outlook)
  • Knowledge of AML and Bank Secrecy Act regulations

Work Rights

Not specified

Tailored Resume

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