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About the Role

This role supports a portfolio of Canadian clients within the Corporate and Investment Banking Client Delivery team, focusing on client onboarding, ongoing due diligence, and daily servicing for treasury and credit needs. It is a client-facing position requiring strong organizational skills and attention to detail.

Responsibilities

• Support a portfolio of Canadian clients with accountability for end-to-end servicing outcomes.
• Serve as the primary point of contact for operational inquiries related to funds movement, payment processing, and credit needs.
• Proactively manage client concerns and complex issues, ensuring timely follow-up, escalation, and solution-driven outcomes.
• Partner with clients and internal stakeholders to monitor and resolve overdrafts and process exception wire requests.
• 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 applicable policies, procedures, and controls.
• Support peer Client Delivery Consultants and contribute to projects and initiatives that improve delivery outcomes and operational effectiveness.

Requirements

• 4+ years of Business Relationship Support experience, or equivalent demonstrated through work experience, training, military experience, or education.

Skills

• 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.
• Strong organizational and prioritization skills, with the ability to manage multiple concurrent requests effectively.
• Strong attention-to-detail and accuracy.

Location

• Toronto, Canada

Work Type

• Hybrid
• Full-time

Experience Level

• Senior

Salary/Compensations

• $78,000.00 - $128,000.00

About the Company

• Wells Fargo is an equal opportunity employer.
• 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.

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.
• 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.