Wells Fargo
Corporate & Investment Bank
Associate,BusinessRelationshipSupportSpecialist-CIB
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate, Business Relationship Support Specialist - CIB at Wells Fargo. Skills: Client Onboarding, Customer Due Diligence, Risk Management. Support client onboardings. Manage customer due diligence”
Industry & Context.
Problem solving; Decision making
Outside business hours, FINRA background screening
What They're Looking For.
Must Have
2+ years Business Relationship Support experience
Nice to Have
Skilled in customer facing communication, Experience with Hogan, Experience with WCIS, Experience with WCAO, Experience with RCS, Experience with TRE, Knowledge of global treasury management industry, Understanding of financial crimes, Understanding of credit underwriting, Understanding of customer due diligence processes, Ability to execute in fast paced environment, Ability to balance multiple priorities, Time management skills, Ability to meet deadlines, Outstanding problem solving skills, Outstanding decision making skills, Attention to detail, Accuracy skills, Ability to work effectively in team environment, Ability to work across all organizational levels, Flexibility, Adaptability, Ability to work effectively with geographically dispersed team, Excellent verbal communication skills, Excellent written communication skills, Excellent interpersonal communication skills, Advanced Microsoft Office skills
What You'll Do.
Support client onboardings
Manage customer due diligence
Oversee portfolio of accounts
Identify process improvements
Analyze decision process
Evaluate profitability
Report identified issues
Make decisions on customer issues
Provide status updates
Develop policy expertise
Handle complex customer issues
Escalate customer issues
Resolve customer issues
Serve as subject matter expert
Consult with colleagues
Consult with managers
Interact with internal customers
Receive direction from leaders
Exercise independent judgment
How You'll Work.
Team & Collaboration
Collaborate with peers; Collaborate with colleagues; Collaborate with managers; Work with team
Communication Scope
Customer facing communication; Verbal communication; Written communication; Interpersonal communication
Full Job Description
**About this role:** **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. Wells Fargo is seeking an 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:** * Be accountable for a complex portfolio of customers * Share leadership role with managers to oversee a portfolio of accounts * Identify opportunity for process improvements within the portfolio * Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio * Verify compliance and report identified issues for resolution * Make decisions on complex customer issues * Partner with managers to resolve issues and provides status updates on implementations * Develop expertise in the policies, procedures, and compliance requirements * Handle complex customer issues which include escalation and resoluti
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