Lead Business Relationship Support Specialist, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Job offer has expired

Job Description:

Wells Fargo is seeking a Lead Business Relationship Support Specialist as part of the Wholesale Lending Servicing department in Commercial Banking Operations. This role will support various activities that cross all Shared Operations to ensure day to day activities are managed. Responsibilities may include control monitoring, support the implementation and management of Reconciliation break process and create daily routines ensuring risk mitigation across all Shared Operations.

Job Responsibility:

Lead complex initiatives or large portfolio of customers and share leadership role with managers to oversee a portfolio of accounts
Identify opportunity for process improvements within the portfolio
Review 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 provide 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, 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
Operations experience
In-depth knowledge of the enterprise risk management framework, taxonomy, and the risk management lifecycle
Knowledge and understanding of financial crimes risk, controls, US and International financial crimes regulations
Experience presenting to Executives
Experience ensuring adherence to department and corporate policies and procedures
Knowledge and experience of payment processing, including Fedwire, International SWIFT (Society for Worldwide Interbank Financial Telecommunication) wires and/or ACH (Automated Clearing House) payments
Experience with the check payments process in the U.S. and Canada
Experience with General Ledger and Cash Forecasting
An active Certified Treasury Professional (CTP) designation
Experience working with LUCAS (Loan Underwriting Collateral Analysis System) systems
Ability to work independently while supporting a team and ensuring all Operations processes assigned meet critical deadlines
Experience maintaining policy manuals and Business Continuity Plan (BCP) documentation
Excellent verbal, written, and interpersonal communication skills
Strong attention to detail and accuracy skills
Experience in FX (Foreign Exchange) transactions processing
Experience reviewing and managing domestic/international bank accounts
Ability to work with daily deadlines in a fast-paced environment

Nice to have:

Operations experience
In-depth knowledge of the enterprise risk management framework, taxonomy, and the risk management lifecycle
Knowledge and understanding of financial crimes risk, controls, US and International financial crimes regulations
Experience presenting to Executives
Experience ensuring adherence to department and corporate policies and procedures
Knowledge and experience of payment processing, including Fedwire, International SWIFT (Society for Worldwide Interbank Financial Telecommunication) wires and/or ACH (Automated Clearing House) payments
Experience with the check payments process in the U.S. and Canada
Experience with General Ledger and Cash Forecasting
An active Certified Treasury Professional (CTP) designation
Experience working with LUCAS (Loan Underwriting Collateral Analysis System) systems
Ability to work independently while supporting a team and ensuring all Operations processes assigned meet critical deadlines
Experience maintaining policy manuals and Business Continuity Plan (BCP) documentation
Excellent verbal, written, and interpersonal communication skills
Strong attention to detail and accuracy skills
Experience in FX (Foreign Exchange) transactions processing
Experience reviewing and managing domestic/international bank accounts
Ability to work with daily deadlines in a fast-paced environment

Additional Information:

Job Posted:
June 10, 2025

Expiration:
June 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Lead Business Relationship Support Specialist