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:
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.
29 Sep 2025
* Job posting may come down early due to volume of applicants.
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.
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
- 5+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
- 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.
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
29 Sep 2025
* Job posting may come down early due to volume of applicants.
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.
Top Skills
Hogan
MS Office
Rcs
Tre
Wcao
Wcis
Similar Jobs at Wells Fargo
Fintech • Financial Services
The Lead Business Relationship Support Specialist will manage client onboardings, handle complex customer issues, support audits, and lead initiatives while mentoring junior staff.
Top Skills:
HoganMS OfficeRcsTreWcaoWcis
Fintech • Financial Services
Manage high-value service portfolio for Industrials and Renewables Energy, lead initiatives, assist with compliance, improve processes, and mentor junior talent.
Top Skills:
HoganMS OfficeRcsTreWcaoWcis
Fintech • Financial Services
The Senior Information Security Engineer will protect the digital environment by identifying and mitigating cyber threats, managing incidents, reviewing security logs, and consulting on security policies. Responsibilities include phishing disruption, vulnerability assessments, and ensuring compliance with security standards.
Top Skills:
Cloud SecurityCyber Threat IntelligenceDmarcEmail/Web SecurityEndpoint SecurityEnterprise SiemIds/IpsNetwork SecuritySplunk
What you need to know about the Montreal Tech Scene
With roots dating back to 1642, Montreal is often recognized for its French-inspired architecture and cobblestone streets lined with traditional shops and cafés. But what truly sets the city apart is how it blends its rich tradition with a modern edge, reflected in its evolving skyline and fast-growing tech industry. According to economic promotion agency Montréal International, the city ranks among the top in North America to invest in artificial intelligence, making it le spot idéal for job seekers who want the best of both worlds.
Key Facts About Montreal Tech
- Number of Tech Workers: 255,000+ (2024, Tourisme Montréal)
- Major Tech Employers: SAP, Google, Microsoft, Cisco
- Key Industries: Artificial intelligence, machine learning, cybersecurity, cloud computing, web development
- Funding Landscape: $1.47 billion in venture capital funding in 2024 (BetaKit)
- Notable Investors: CIBC Innovation Banking, BDC Capital, Investissement Québec, Fonds de solidarité FTQ
- Research Centers and Universities: McGill University, Université de Montréal, Concordia University, Mila Quebec, ÉTS Montréal