Vista previa de la oferta
Bilingual Business Relationship Support Specialist
Corporate Finance
About this role:
Wells Fargo is seeking an experienced relationship support professional to join the Corporate and Investment Banking Client Delivery team.
This role is for a vacancy in our Toronto office and sits within a team that supports Canada, Latin America, and the Caribbean, with primary responsibility for a portfolio of Latin America and Caribbean clients. This is a fast-paced, client-facing role 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 position follows a hybrid work schedule with in-office expectations.
In this role, you will:
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.
Required Qualifications:
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual proficiency (speaking, reading, and writing) in Spanish and English.
Desired 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.
Job Expectations:
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 but 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 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.
$63,000.00 - $103,000.00Posting End Date:
22 Aug 2026*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.