Wells Fargo
Financial Services
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, Relationship support, Risk management. Support CIB client onboardings. Manage ongoing customer due diligence”
Industry & Context.
Problem-solving
Work outside of normal business hours, FINRA background screening
What They're Looking For.
Must Have
2+ years of Business Relationship Support experience
Nice to Have
Skilled in customer facing communication, Knowledge of global treasury management industry, Understanding of financial crimes, Understanding of credit underwriting, Understanding of customer due diligence processes, Advanced Microsoft Office skills
What You'll Do.
Support CIB client onboardings
Manage ongoing customer due diligence
Manage ongoing client servicing
Support treasury needs
Be accountable for a portfolio of CIB customers
Build effective relationships with internal stakeholders
Build effective relationships with cross-functional teams
Build effective relationships with external partners
Lead the onboarding and account opening of new
Maintain customer authorization records
Manage complex customer issues
Escalate customer issues
Resolve customer issues
Oversee all aspects of risk management
Identify operational risk
Assess operational risk
Mitigate operational risk
Report operational risk
Identify financial risk
Assess financial risk
Mitigate financial risk
Report financial risk
Identify compliance risk
Assess compliance risk
Mitigate compliance risk
Report compliance risk
Exercise independent judgment
Develop expertise in function
Develop expertise in policies
Develop expertise in procedures
Develop expertise in compliance requirements
Identify process improvement opportunities
Implement process improvement opportunities
How You'll Work.
Team & Collaboration
Internal stakeholders; Cross-functional teams; External partners; Geographically dispersed team
Communication Scope
Customer facing communication
Full Job Description
**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 CIB 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 portfolio of CIB customers * Build and maintaining effective relationships with internal stakeholders, cross-functional teams, and external partners to deliver shared results * Lead the onboarding and account opening of new business * Maintain customer authorization records * Manage complex customer issues which include escalation and resolution * Oversee all aspects of risk management, including identification, assessment, mitigation, and reporting of operational, financial, and compliance risk to ensure alignment with organizational policies and regulatory requirements * Exercise independent judgment while developing expertise in function, policies, pr
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