Business Relationship Support Specialist - GPL Senior Service Team Lead - Dedicated CIB

Business Relationship Support Specialist - Senior Service Team Lead

Wells Fargo is seeking a Business Relationship Support Specialist - Senior Service Team Lead in Global Payments & Liquidity (GPL) as part of Enterprise Functions.

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:

• Treasury Management Dedicated Client Services experience
• Experience supporting complex Treasury Management products (e.g., ECS Product Suite, BAI, International Wires) and utilizing Treasury Management tools and applications (e.g., UAM, Service View, Hogan)
• Previous experience supporting CIB clients
• Previous leadership experience in treasury, financial services or customer service
• Project management skills and familiar with leading projects
• Intermediate Microsoft Office (specifically Excel and Power Point)
• Ability to analyze data and provide recommendations
• Ability to lead strategic initiatives and cross-functional projects to enhance operational efficiency, ensuring alignment with organizational goals and compliance standards
• Proven track record of driving process improvement efforts by analyzing workflows, identifying gaps, and implementing solutions that optimize customer portfolio management and risk evaluation
• Ability to act as subject matter expert
• Experience managing escalations, coordinating with stakeholders, and delivering timely updates on large-scale implementations and business-critical initiatives
• Excellent verbal, written, and interpersonal communication skills
• Proven problem solving and decision-making skills
• Strong organizational, multi-tasking, and prioritizing skills
• Proven ability to partner with internal and external partners to meet the needs of the customer

Job Expectations:

• This position offers a hybrid work schedule
• Ability to travel up to 10% of the time
• Specific compliance policies may apply regarding outside activities and/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

Location:

• 3440 E Flair Drive - El Monte, CA

Salary:

• $72,000.00 - $109,000.00 Annual range

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.

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

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.