Wells Fargo
Financial Services
Associate,BusinessRelationshipSupportSpecialistCIB
“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
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