Executive Director, Business Relationship Support Senior Manager

Wells Fargo

Charlotte, NC, US
Treasury monitoring portfolio management
Business relationship support
Client onboarding and implementation
This role is responsible for managing and developing a team that supports business customer portfolios, while partnering closely with Relationship Managers and cross-functional teams to deliver consistent execution, effective risk management, and a strong client experience

Job Summary

  • This role is responsible for managing and developing a team that supports business customer portfolios, while partnering closely with Relationship Managers and cross-functional teams to deliver consistent execution, effective risk management, and a strong client experience.
  • The leader will act as a senior escalation point and will influence outcomes across sales, product, operations, and risk organizations.
  • 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.

Matching Summary

This role is responsible for managing and developing a team that supports business customer portfolios, while partnering closely with Relationship Managers and cross-functional teams to deliver consistent execution, effective risk management, and a strong client experience.

Skills & Requirements

Must-have

  • Treasury Monitoring Portfolio Management
  • Business Relationship Support
  • client onboarding and implementation
  • risk management practices
  • underwriting and exposure monitoring

Nice-to-have

  • strong leadership presence
  • client experience focus
  • operational excellence
  • process improvement driving

Key Requirements

  • 7+ years Business Relationship Support experience
  • 3+ years management or leadership experience
  • Ability to travel as needed
  • Willingness to work on-site
  • Must work at the listed location

Work Rights

Not specified

Tailored Resume

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