Associate, Business Relationship Support Specialist - CIB

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 resolution

Lead team and serve as a subject matter expert for the department

Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Interact with internal customers

Receive direction from leaders

Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Skilled in customer facing communication in a deadline driven regulatory environment

Experience with Hogan, WCIS (Wholesale Customer Information System), WCAO (Wholesale Customer Account Onboarding), RCS (Risk Control System), and TRE (Transaction Risk Exposure)

Knowledge and understanding of global treasury management industry, products, services, operations, and systems

Understanding of financial crimes, credit underwriting and customer due diligence processes (AML, KYC, CDD)

Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

Strong time management skills and ability to meet deadlines

Outstanding problem solving and decision making skills

Strong attention to detail and accuracy skills

Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Ability to work effectively with a geographically dispersed team

Excellent verbal, written, and interpersonal communication skills

Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Ability to work outside of normal business hours if needed.

Posting Locations:

Charlotte, NC: 550 South Tryon

Concord, CA: 2001 Clayton Rd.

Minneapolis, MN: 90 S 7th St.

Salary Ranges:

Charlotte, NC: $60K - $91K USD Annual

Concord, CA: $72K - $109K USD Annual

Minneapolis, MN: $66K - $100K USD Annual

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$60,000.00 - $109,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

Health benefits

401(k) Plan

Paid time off

Disability benefits

Life insurance, critical illness insurance, and accident insurance

Parental leave

Critical caregiving leave

Discounts and savings

Commuter benefits

Tuition reimbursement

Scholarships for dependent children

Adoption reimbursement

Posting End Date:

7 Aug 2026

Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

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. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.