Cib Lending Business Relationship Support Lead jobs at Wells Fargo in United States, Charlotte

In this role, you will:

• Lead complex initiatives, including those that are cross functional with broad impact as well as targeted Derivatives and FX projects
• Act as consultant to finance, accounting and Business Line management on matters related to firms' liquidity and funding position
• Manage, measure, analyze and report on the firm’s liquidity position, including developing funding and liquidity management strategies
• Provide overall advisory on treasury finance liquidity and funding management
• Review and analyze complex technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors and ensure data quality and establish controlled processes
• Collaborate with Internal Audit, Corporate Risk Management and Model Governance teams as well as outside parties including regulatory agencies and accounting and consulting firms
• Strategically collaborate and consult with peers, colleagues and mid-level managers to resolve issues, achieve goals and make decisions in maintaining effective and efficient liquidity and funding management practices that meet internal control standards
• Interact with internal customers, guide other teammates and make recommendations to more experienced group members and management
• Develop effective presentations to an array of internal stakeholders, including senior executives and relevant committees

Required Qualifications:

• 5+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• BS/BA degree or higher in finance, accounting, or economics
• 5+ years of experience working at a large financial institution
• Deep understanding of derivatives and FX products, including options, futures, swaps and structured products.
• Financial analysis or accounting experience
• Advanced Microsoft Excel skills
• Knowledge and understanding of financial analysis, forecasting, and analyzing interest income and balance sheet behavior.
• Knowledge and understanding of database querying and creating ad hoc reporting results using SQL or similar querying methods.
• Experience with general ledgers and accounting policies
• Ability to successfully operate in a complex and matrixed environment.
• Strong analytical skills with high attention to detail and accuracy
• Ability to exercise independent judgment to identify and resolve problems.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will

• Work closely with Risk Owners, Risk Stewards, CIB Surveillance Technology and Surveillance Product Management to enhance and build effective surveillance controls

• Provide subject matter expertise with comprehensive knowledge of business and functional area

• Review daily alerts related to Equities Trade Surveillance

• Manage key relationships with Business Heads, Desk Heads, Compliance, Chief Operating Office(COO) and CIB Control for Equities

• Represent Trade Surveillance on various governance forums

• Actively participate in risk assessments and parameters setting activities

• Mentor an offshore team supporting the first pass review of trade surveillance alerts

Required Qualifications:

• 5+ years of Risk Management or Control Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience operating rule-based and risk-based Surveillance tools

• Experience with Trading

• Excellent communication skills (verbal, written and interpersonal); ability to concisely articulate complex concepts in a clear manner

• Strong analytical skills with high attention to detail and accuracy

• Professionalism, adaptability, and strong collaboration skills

• Ability to translate technical language into plain business language, and to translate business requirements into technology initiatives

• Demonstrated capability to confidently raise issues, escalate early, and engage in constructive credible challenge independently

Job Expectations:

• This position offers a hybrid work schedule

550 S. Tryon St. Charlotte, NC

This position is not eligible for Visa Sponsorship

Job posting may come down early due to volume of applicants

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

• Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
• Present recommendations for resolving inquiries and service requests regarding customers' accounts
• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
• Provide information to internal partners and external sources to further enhance the customer experience
• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
• Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
• Provide self-service digital banking options to customers
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
• 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• State Insurance license(s)
• Customer service focus with experience handling transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Strong verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
• Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
• Ability to make client calls and actively participate in the sales development process
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer- coaching
• Experience assessing customer needs and recommending products/services to fulfill those needs
• Experience using business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Adherence to Wells Fargo sales practices risk management culture
• Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
• For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
• State Insurance license(s) are required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
• A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• This position is not eligible for Visa sponsorship

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will

• Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation.
• Review legal and credit approval documentation to confirm alignment with internal systems of record.
• Collaborate with deal teams, credit execution, and operations to ensure consistency and completeness of transaction data.
• Address and resolve complex issues, escalating as necessary to ensure timely resolution.
• Apply a strong understanding of bank policies, procedures, and regulatory requirements to ensure compliance.
• Partner with internal stakeholders to troubleshoot issues and drive process improvements.
• Exercise sound judgment and develop subject matter expertise in credit operations, procedures, regulatory reporting and data governance.
• Represent the CDA group in cross-functional initiatives and forums.
• Provide guidance and informal mentorship to junior team members, fostering a culture of continuous learning and operational excellence.

Required Qualifications:

• 4+ 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:

• In-depth experience within credit operations or related field
• Detailed understanding of credit documentation and corporate loan structures
• Knowledge of booking and closing processes
• Experience with credit systems such as LIQ, nCino, CoRS, ICMP, WCIS, ART, TRE, RCS, E-TRAC
• Exceptional attention to detail and a commitment to data accuracy
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced and complex environment to meet deadlines and achieve goals
• Proven ability to work independently and collaboratively across teams and organizational levels.
• Effective problem-solving and decision-making capabilities.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.

Job Expectations:

• Ability to work outside of normal business hours if needed

PostingLocations:

• Charlotte, NC - 550 S Tryon Street
• San Antonio, TX - 4101 Wiseman Blvd
• Minneapolis, MN - 90 S 7th Street

Pay Ranges:

• Charlotte, NC: $63,600 - $113,000
• San Antonio, TX: $63,600 - $113,000
• Minneapolis, MN: $63,600 - $113,000

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

• Today’s Real Estate segment reporting is done manually by rolling up information at the building level to create a P&L for each segment. It does not cleanly align to the various ways lines of business want to see the data. Determine how to organize and segment general ledger lines in a way that enables us to use FAST (internal Wells Fargo financial forecasting system) to report actual vs. budget and actual vs. forecast results at the segment level to business groups and enterprise functions

• Modify the financial hierarchy structure in FAST to create the segments by establishing new organization units and roll-up points. Map accounting units to the new organizational units and address any indirect allocation driver changes if there are any expenses that are not pushed out through direct expense occupancy allocations

• Partner with accounting to Implement general ledger changes required to support 3rd party outsourced activity. Establish reporting and tracking of financial information from 3rd parties such as number of employees, cost of activities performed by them, service level agreements for financial requirements, and ensure it aligns to what was agreed upon contractually

• Define requirements for segmentation of Real Estate financial reporting and integration of third-party data
• Implement changes in the financial hierarchy
• Create new Real Estate P&L reporting by segment
• Develop concise executive presentations and interact with business and finance teams in those segments to explain variances to budget and forecast
• Streamline and automate processes to reduce delivery time and improve controls
• Creatively solve problems and find ways to move forward when the path is not clear or obstacles emerge
• Collaborate with cross-functional groups (Accounting, Technology, Data Management, Corporate Finance) to achieve outcomes

• 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 5+ years hands-on experience in Corporate Real EstateFinance
• 5+ years hands-on lease accounting experience - conversion from cash to P&L basis, long-term forecasting linked to critical assumptions and drivers, deep knowledge of the property construction, management, and lease administration process, understanding of specialized accounting treatment for rent smoothing, and other items required to correctly model cash flows in each of these areas
• 5+ years experience modeling balance sheet and income statements in the Real Estate space, including cash flow projections for capitalized assets over their depreciable life consistent with accounting rules. Experience building assumption-based scenario analysis to project a range of outcomes and to communicate the implications in a simple way to executive leadership.

• Strong collaborator, communicator, organizer and leader adept at defining requirements and outcomes, obtaining buy-in from executive leaders, guiding cross-functional resources to achieve desired outcomes, and providing regular status reports to stakeholders to socialize progress
• Expert problem solver with proven track record of driving results on tight timelines - create accountability for delivery of outcomes, apply critical thinking to resolve blockers and optimize execution, guide team through ambiguity and create clarity if it does not exist so that project goals are understood and remain aligned to desired outcomes
• Prior experience consulting, influencing, and partnering with senior business leaders
• Ability to exercise independent judgment and work within a team to identify/resolve problems
• Proven track record of driving transformation initiatives and automating processes in a disciplined and controlled manner and complying with change management principles

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role

The key responsibilities for the role to include:

• Performs complex data mining from very large, complex and multiple data sources using various tools, including SAS, SQL, SSIS/SSRS and others of multiple data sources in order to perform analysis, modeling and/or comparative analysis.

• Coordinate and drive a common approach to reporting in support of the Fraud and Claims Management team.

• Partners in the development of large and complex dashboards and visualizations using Tableau and/or PowerBI, attaching to multiple sources, tiered levels of security and data sets from varied sources and sizes.

• Provides senior level consulting services to Operations Leadership and partners, around Analytics, Dashboard Development and Data Mining using in-depth knowledge and expertise.

• Provides insight and knowledge around obtaining data and its extraction from various systems including INDIGO, NICE/NEXIDIA, ECCOS, HOGAN, PEGA, BMG, SASGrid, MDW and more

• Leads project/virtual teams and mentors lower-level staff.

• Communicates effectively with peers and partners in both operational and management areas.

• Support technical build-out and/or support of databases, query tools, reporting tools, BI tools, dashboards, etc. that enable analysis, modeling, and/or data visualization.

• Responsible for performing highly complex activities related to creation, implementation, documentation, validation, articulation and defense, on-going maintenance of complex models grounded in theory used to quantify, analyze, and manage customer complaints.

Required Qualifications:

• 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• ​5+ years of SQL experience

Desired Qualifications

• Demonstrated data visualization experience including the ability to present complex material in a digestible, consumable manner to all levels of management. using a BI Tool e.g., Tableau, Microsoft BI, etc

• SAS experience including experience with SAS Visual Analytics and/or SAS Visual Investigator

• Demonstrated SQL skills to include the ability to write complex queries and database knowledge in order to analyze data sources across a variety of sources including but not limited to BMG, EIW, MDW, PEGA, NICE, INDIGO, HOGAN and SASGrid

• Ability to translate complex technical needs into straightforward requests for information and collaboration, working with a wide range of people.

• Extensive knowledge and understanding of research and analysis

• Ability to quickly learn business operations and processes

• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities.

• Strong organizational, multi-tasking, and prioritizing skills.

• Ability to collaborate with others, work independently, initiate action, and accept challenging assignments.

• Master’s degree or higher in a quantitative field such as applied math, statistics, engineering, physics, accounting, finance, economics, econometrics, computer sciences, or business/social and behavioral sciences with a quantitative emphasis and 4+ years of experience in one or a combination of the following: reporting, analytics, or modeling

Job Expectations:

• This position is not eligible for Visa sponsorship.

• Ability to work on site in a hybrid role.

• Fully remote work locations are not available for this role. If you are not in a location listed on the posting, you must commit to relocation within an agreed upon timeframe.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Manage and develop a team of Business Execution Consultants while ensuring successful planning, integration, impasse resolution, and measurement of operations with moderate to high complexity and visibility
• Engage functional leaders to obtain resources, influence outcomes, address conflict, and ensure alignment with Wells Fargo's policies and business line objectives
• Identify potential risks when implementing change along with developing mitigation strategies and plans
• Recommend opportunities for Business Execution process improvement
• Determine appropriate strategies and actions of multiple business groups to meet moderate to high complex deliverables
• Interpret procedures and processes, and provide leadership to strategize and execute a variety of programs, services, and initiatives that are significant in scope, complexity, and risk
• Collaborate with and influence functional business partners, leaders, and executive management to provide support and drive strategic initiatives for the business
• Manage allocation of people and financial resources for Business Execution
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years Management or leadership experience

Desired Qualifications:

• Partner with Operations and Technology to build and deliver multiyear operational strategy supporting centralized Markets cash movements and funding functions.
• Experience managing large scale transformational initiatives, including automation and platform modernization
• Operations knowledge and experience with Capital Markets , Funding and Cash management, SWIFT Industry initiatives, Wire payments
• Experience with Prime, Securities Operations/Broker Dealer processes and/or applications and systems
• Working with Operations leadership team, Technology, and other support functions to assess multiple regulatory/industry obligations, Operational process improvements, Technology upgrades, and business growth opportunities to create a strategic plan for delivery across the change portfolio
• Exceptional relationship building skills with demonstrated ability to collaborate, negotiate and influence decision making
• Ability to exercise independent judgment, critical thinking, and resourcefulness to identify and resolve problems and incidents
• Ability to work effectively, prioritize work, and meet deadlines in a matrixed and dynamic team environment, across all organizational levels with flexibility, collaboration, and adaptability
• Advanced verbal, written, and interpersonal communication skills with demonstrated experience engaging and influencing stakeholders, and creating concise communications to senior leaders
• Aptitude to structure multiple tasks, work in an organized manner under pressure and time constraints

Job Expectations:

• This position offers a hybrid work schedule at the locations listed
• This position is not eligible for Visa sponsorship
• This position is not eligible for relocation

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.