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Wells Fargo · 1 month ago

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

EL MONTE, CA

Full-time

Hybrid

Mid, Senior Level

$72K/yr - $109K/yr

2+ years exp

Wells Fargo is seeking a Business Relationship Support Specialist - Senior Service Team Lead in Global Payments & Liquidity (GPL) as part of Enterprise Functions. The role involves overseeing a complex portfolio of customers, identifying process improvements, and leading a team to resolve customer issues while ensuring compliance with policies and procedures.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

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

Qualification

Business Relationship SupportTreasury Management ExperienceProject Management SkillsMicrosoft ExcelMicrosoft PowerPointData AnalysisProcess ImprovementLeadership ExperienceCommunication SkillsProblem SolvingOrganizational Skills

Required

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

Preferred

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