Senior Associate – Client Delivery Consultant – CIB

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.

About this role:

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:

• Support complex or large portfolio of customers and share leadership role with relationship managers
• Assist with components of audit or compliance reviews and exams
• Handle complex customer issues including escalation and resolution
• Solve issues with various operations centers, internal bank departments and outside vendors
• Identify prospective opportunities to market and oversee noncredit products to new or existing customers
• Prepare presentations, materials and serve as a subject matter expert for the department
• Provide new hire and ongoing systems, processes, policies and procedures training
• Train and mentor less experienced Delivery Consultants
• Work with Relationship Managers to structure and execute transactions for the most complex clients, and manage portfolio with high operating exposures
• Make decisions on complex customer issues and problems
• Partner with client delivery manager to resolve issues and provide status updates on implementations
• Collaborate with executives, management, relationship managers and other internal partners or business lines
• Mentor less experience individuals and assist with their development

Required Qualifications:

• 4+ 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:

• Experience working within Corporate and Investment Banking or Commercial Real Estate lines of business
• 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)
• Experience with Hogan, WCIS (Wholesale Customer Information System), WCAO (Wholesale Customer Account Onboarding), RCS (Risk Control System), and TRE (Transaction Risk Exposure)

• Ability to execute in a client facing, fast paced, high demand, environment while balancing multiple priorities
• Strong time management skills, and ability to treat all requests with a sense of urgency while meeting deadlines
• Self-starter with 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
• Excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Experience with AI and workflow tools that reduce manual tasks through increased automation

Job Expectations:

• Ability to work outside of normal business hours as needed.
• Visa sponsorship is not available.
• 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.

Posting Locations:

Charlotte, NC:  550 South Tryon

Concord, CA: 2001 Clayton Rd

Salary Ranges:

Charlotte, NC: $77K - $121K USD Annual

Concord, CA: $92K - $145K 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.

Posting End Date:

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.