Lead Business Relationship Support Specialist - Industrials

About this role :

Wells Fargo is seeking a highly motivated and experienced relationship support professional to join the Corporate and Investment Banking, Industrials & Renewables Energy Group. This individual will assist with managing and maintaining a high value service portfolio for both Industrials and Renewables Energy. This will include roles and responsibilities that support and manage client onboardings, periodic reviews, cashier's checks, fees, overdraft limits, wire / ACH queue monitoring and Treasury Management Service Acknowledgement and Change actions. There will be targeted coaching and mentoring of junior talent and the expectation to join high-impact, cross-group initiatives.

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 :

Lead complex initiatives or large portfolio of customers and share leadership role with relationship managers to oversee a portfolio of accounts

Assist with components of audit or compliance reviews and exams

Identify opportunities for process improvements within the portfolio

Maintain policy manuals and business continuity plan documentation

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 and share 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

Required Qualifications :

• 5+ 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 :

Ability to effectively manage time and multi-task on concurrent projects while leading in a team environment across all organizational levels while meeting deadlines

Ability to work in a fast-paced, highly demanding environment

Excellent verbal, written, and interpersonal communication skills

Skilled in customer-facing communication in a 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)

Proficient 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)

Knowledge of the Industrials and Renewables Energy segments

Job Expectations :

Ability to travel up to 10%

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Specific compliance policies may apply regarding outside activities 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.

Posting Locations : Minneapolis, MN

Charlotte, NC

Houston, TX

Pay Ranges :

Minneapolis, MN : $87,000 - $140,000

Charlotte, NC : $87,000 - $140,000

Houston, TX : $87,000 - $140,000

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.

$87,000.00 - $154,000.00

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 : 29 Sep 2025

We Value Equal Opportunity

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.

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.

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.

Req Number : R-494272