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Lead Business Relationship Support Specialist - Delivery Consultant

United States, Charlotte 87000.00 - 168000.00 USD / Year · Job Posted April 25, 2026

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Job Description

Wells Fargo is seeking a highly motivated and 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.

Job Responsibility

  • Lead complex initiatives or large portfolio of customers and share leadership role with relationship managers to oversee a portfolio of accounts
  • Handle complex customer issues including escalation and resolution
  • Review the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
  • Verify compliance and report identified issues for resolution
  • Partner with managers to resolve issues and provide status updates on implementations
  • Develop expertise in policies, procedures and compliance requirements
  • Lead team and serve as a subject matter expert for the department
  • Collaborate and consult with peers, colleagues, internal partners and managers to resolve issues and achieve goals
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements

Requirements

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

Nice to have

  • Ability to effectively manage time and multi-task on concurrent projects while leading in a team environment across all organizational levels while meeting deliverables
  • Excellent verbal, written, and interpersonal communication skills
  • Skilled in customer-facing communication in a fast paced, deadline driven, regulatory environment
  • Solid critical thinking, problem solving, analytical, and decision-making skills
  • Experience with Hogan, WCIS (Wholesale Customer Information System), WCAO (Wholesale Customer Account Onboarding), RCS (Risk Control System), and TRE (Transaction Risk Exposure)
  • Intermediate Microsoft Office skills (Excel, Word, Outlook), including the ability to cut/copy/paste, filter/sort data, create/manage pivot tables, format documents/spreadsheets, and schedule meetings
  • Strong attention to detail and accuracy
  • Comfortable using search tools to research data
  • Familiarity with Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA)

What we offer

  • 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

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