Client Delivery - Business Relationship Support Specialist

Wells Fargo’s Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets, and advisory solutions—including sales, trading, and research—to corporate, government, and institutional clients. The CIB Chief Operating Office (COO) supports the business across all geographic regions by delivering platforms, processes, and systems in business management, strategy & innovation, data transformation, client lifecycle management, and risk management.

About the role

Wells Fargo is seeking an experienced relationship-support professional to join the Corporate and Investment Banking Client Delivery team. This role supports Canada, Latin America, and the Caribbean, with primary responsibility for a portfolio of Latin America and Caribbean clients. It is a fast-paced, client-facing position suited to a highly organized professional with strong attention to detail, sound judgment, and a commitment to delivering an excellent client experience. The role supports client onboarding, ongoing customer due diligence, and day-to-day servicing across treasury and credit needs. This is a hybrid position with in-office expectations.

Responsibilities

• Support a portfolio of Latin America and Caribbean clients, with accountability for end-to-end servicing outcomes.
• Own the customer experience by serving as the primary point of contact for operational inquiries related to funds movement, payment processing, and credit-related needs.
• Proactively manage client concerns and complex issues, ensuring timely follow-up, escalation (when needed), and solution-driven outcomes.
• Partner with clients and internal stakeholders to monitor and resolve overdrafts and process exception wire requests as required.
• Support due diligence activities across the client lifecycle, including onboarding and ongoing customer due diligence.
• Build and maintain strong relationships with Relationship Managers, Portfolio Managers, Credit Analysts, peers, and management; coordinate effectively across stakeholders to deliver results.
• Partner with Relationship Managers to execute transactions for complex customers with high operating exposures.
• Demonstrate working knowledge of Treasury Management products and services relevant to the portfolio.
• Develop and maintain expertise in policies, procedures, and controls applicable to your activities and responsibilities.
• Support peer Client Delivery Consultants and contribute to projects and initiatives that improve delivery outcomes and operational effectiveness.

Requirements

• Bilingual proficiency (speaking, reading, and writing) in Spanish and English.
• 2+ years of experience in Business Relationship Support, Client Service, or equivalent experience.

Qualifications

• Portuguese proficiency (speaking, reading, and writing).
• Strong organizational and prioritization skills, with the ability to manage multiple concurrent requests effectively.
• Strong attention to detail and accuracy.
• Ability to thrive in a fast-paced, highly demanding team environment.
• Familiarity with AML, KYC, customer due diligence, and financial crimes concepts and practices.
• Knowledge of global treasury management industry products and services.
• Excellent verbal, written, and interpersonal communication skills.
• Strong problem-solving skills; resourceful and resilient when faced with challenges.
• Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
• Comfort using approved AI-enabled tools, such as Microsoft Copilot, to improve productivity, workflow efficiency, and client delivery outcomes.

Schedule

• Hybrid work schedule: at least three full days in the office each week, with flexibility to work from home up to two days per week (subject to change).
• Flexibility to work outside of normal business hours as needed to support client and business requirements.
• Ability to travel up to 10%.

Pay

Charlotte, NC: $60,000 – $91,000 USD annually.

Location: Charlotte, NC (550 South Tryon). This position is subject to FINRA background screening requirements.