About this role:
Wells Fargo is seeking an experienced Business Relationship Support Specialist (Client Delivery Consultant) to support the Corporate Banking Group in the EMEA region. This is a varied role, in a fast-paced environment for an individual with exceptional client care skills, attention to detail, organisational skills as well as Know Your Customer (KYC) and Anti-Money Laundering (AML) knowledge.
In this role, you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
Wells Fargo is seeking an experienced Business Relationship Support Specialist (Client Delivery Consultant) to support the Corporate Banking Group in the EMEA region. This is a varied role, in a fast-paced environment for an individual with exceptional client care skills, attention to detail, organisational skills as well as Know Your Customer (KYC) and Anti-Money Laundering (AML) knowledge.
In this role, you will:
- Be accountable for the support of a portfolio of Corporate customers. This will include a wide range of internal servicing requirements which, when met appropriately as required, result in the needs of the customer being met. This will also include meeting the external needs of the client, when called upon. The Client Delivery Consultant will need to build a rapport with clients and maintain a close connectivity with clients, as required.
- Have an integral role completing the client Due Diligence onboarding process. You will function as a subject matter expert who needs to manage and ensure concurrent tight timelines and client expectations are met as required.
- Play a leading role in the completion of the Periodic Due Diligence review of clients, ensuring the timely completion of the review process as required from a regulatory perspective.
- Be responsible for the booking process for all the credit facilities on the assigned portfolio. You will also be responsible for the entry and maintenance of these facilities into a system which records these credit facilities. As part of this responsibility there are several regulatory processes which you will need to ensure are met.
- Maintain a system which captures client contractual requirements as well as internal credit requirements. The Delivery Consultant will ensure these requirements are obtained and satisfied. You will also coordinate with the Portfolio Management and Credit teams as required.
- Build a strong relationship with Relationship Managers, Portfolio Managers, Analysts, peers and management whom you will partner with on several internal and external matters. You will need to effectively coordinate, collaborate and communicate as a unit with all relevant stakeholders. You will also need to build an effective contact network with the various support functions which you will part with on a regular basis.
- Develop expertise in the relevant policies, procedures and controls. Ensuring you are aware, up to date and following accordingly. Risk mitigation is a high priority item.
Required Qualifications:
- Experience in Business Relationship Support, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Strong organisational skills with an ability to multi-task on concurrent asks and prioritise asks accordingly.
- Ability to thrive in a fast-paced, highly demanding team environment.
- Familiarity and experience with Anti-Money Laundering (AML) and Customer Due Diligence (CDD).
- Resourceful and resilient when faced with challenges, strong ability to problem solve.
- Strong verbal, written, and interpersonal communication skills.
- Ability to foster strong relationships.
Job Expectations:
- Flexibility to adjust to work environment, client and business requirements as need.
- This is a hybrid role with the expectation to work 3 days in office, 2 days remote.
Top Skills
Anti-Money Laundering (Aml)
Know Your Customer (Kyc)
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