Senior Business Relationship Support Specialist - Delivery Consultant

Wells Fargo

Charlotte, NC, US
Base: $77k - $145k usd annual; bonus/equity: incen...
Hybrid
4+ years business relationship support experience
Customer due diligence and aml/kyc knowledge
Complex customer issue resolution and escalation
This role supports complex portfolios of customers by managing client onboardings, ongoing due diligence, and servicing for treasury and credit needs

Job Summary

  • This role supports complex portfolios of customers by managing client onboardings, ongoing due diligence, and servicing for treasury and credit needs.
  • The position requires collaboration with relationship managers to structure transactions for the most complex clients while managing high operating exposures.
  • Wells Fargo offers a comprehensive benefits package including health benefits, 401(k) plans, paid time off, and tuition reimbursement.

Matching Summary

This role supports complex portfolios of customers by managing client onboardings, ongoing due diligence, and servicing for treasury and credit needs.

Salary

Base: $77K - $145K USD Annual; Bonus/Equity: Incentive opportunities eligible; Benefits: Health, 401(k), PTO, Tuition Reimbursement

Skills & Requirements

Must-have

  • 4+ years Business Relationship Support experience
  • Customer due diligence and AML/KYC knowledge
  • Complex customer issue resolution and escalation

Nice-to-have

  • Experience with Hogan, WCIS, WCAO systems
  • Global treasury management industry understanding
  • Ability to mentor less experienced consultants

Key Requirements

  • 4+ years of Business Relationship Support experience
  • Understanding of financial crimes and credit underwriting
  • Strong problem-solving and decision-making skills

Work Rights

Not specified

Tailored Resume

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