Wells Fargo
CIB Senior Relationship Associate - Financial Institutions Group
CHARLOTTE, NC
Jan 11, 2025
Full-time
Full Job Description

About this role:

Wells Fargo is seeking an experienced relationship support professional to join the Corporate and Investment Banking Financial Institutions Group (CIB FIG). Supported relationships in CIB FIG broadly include asset managers, insurance companies, and market structure businesses. This is a Hybrid work schedule 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
  • Maintain policy manuals and Business Continuity Plan documentation
  • 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 non credit 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 Relationship Associates
  • Work with Relationship Managers to structure and execute transactions for the most complex clients, and to manage portfolio with high operating exposures
  • Make decisions on complex customer issues and problems
  • Partner with relationship support manager to resolve issues and provide status updates on implementations
  • Collaborate with executives, management, relationship managers and other internal partners or business lines

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:

  • Knowledge of the FIG business segments
  • 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
  • Excellent verbal, written, and interpersonal communication skills
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

  • Ability to work outside of normal business hours as needed

Posting Locations:

Charlotte, NC

Minneapolis, MN

Pay Ranges:

Charlotte, NC: $63,600 - $113,000

Minneapolis, MN: $63,600 - $113,000

    Pay Range

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $63,600.00 - $113,000.00

    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:

    13 Jan 2025

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

    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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.

    Candidates applying to job openings posted in US: 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.

    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.

    PDN-9df22d84-2c06-4327-96e0-a0ad59dd1da4
    Job Information
    Job Category:
    Accounting
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    CIB Senior Relationship Associate - Financial Institutions Group
    Wells Fargo
    CHARLOTTE, NC
    Jan 11, 2025
    Full-time
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