Wells Fargo

Digital Servicing & Relationship Support Director

Wells Fargo$125K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in digital product management or leadership experience, preferably in financial services.
  • 4+ years of management or leadership experience required.
  • Proven track record in leading digital servicing and relationship support initiatives.
  • Experience defining product strategies and translating them into actionable roadmaps and outcomes.
  • Strong understanding of user access, role-based administration, and permissions.
  • Background in advancing servicing automation and workflow modernization initiatives.
  • Demonstrated ability to leverage client feedback and operational insights for strategic decisions.

Responsibilities

  • Lead and develop teams focused on digital servicing and relationship support for Business Banking.
  • Define and execute the integrated digital servicing strategy and roadmap across multiple banking products.
  • Oversee comprehensive client journeys across digital and assisted servicing channels for a seamless experience.
  • Drive user access strategy, including permissions and delegated authority frameworks.
  • Initiate servicing automation improvements through innovative workflows and AI capabilities.
  • Collaborate with operations to identify and resolve client friction points, translating insights into roadmap initiatives.
  • Ensure effective issue resolution processes are in place for client servicing needs.

Benefits

  • Hybrid work schedule allowing for flexibility in work location.
  • Opportunity to lead transformative digital initiatives in a large financial institution.
  • Engagement with cross-functional teams in a dynamic, client-focused environment.
Full Job Description

About this role:

Wells Fargo is seeking a Digital Servicing & Relationship Support Director to lead Digital Servicing & Relationship Support for Business Banking. This leader will own the cross-product digital servicing strategy, integrated roadmap, and client experience, enabling businesses to manage and maintain their banking relationships through intuitive, connected, and increasingly self-service experiences.

The role will lead digital self-service, assisted servicing, issue resolution, relationship support, user access and permissions, business administration, and servicing automation across Deposits, Lending, Merchant & Card, and Treasury & Payments. The Director will orchestrate consistent 360-degree client journeys across digital, banker-assisted, contact-center, and operations-supported channels.

Business Banking will lead servicing strategy, policy, priorities, and business outcomes. Business Banking Digital will own the digital servicing strategy, roadmap, experience, prioritization, adoption, and value attainment. Operations will own execution and partner closely with BBD on ideation, friction identification, solution development, and implementation. Technology will enable architecture, engineering, integration, quality, resilience, and delivery.

In this role, you will:

  • Lead and develop teams responsible for cross-product digital servicing, relationship support, business administration, and servicing transformation across Business Banking.

  • Define and execute the digital servicing strategy, vision, integrated roadmap, and investment priorities across Deposits, Lending, Merchant & Card, and Treasury & Payments.

  • Own cross-product digital servicing journeys, including self-service, assisted servicing, issue resolution, relationship support, user access and permissions, business administration, and servicing automation.

  • Orchestrate consistent 360-degree client journeys across digital, banker-assisted, contact-center, and operations-supported channels, increasing adoption, reducing effort, and improving successful completion.

  • Lead the digital strategy for user access, persona-based permissions, delegated authority, approval structures, account visibility, profile maintenance, and business administration.

  • Advance servicing automation and workflow modernization, including straight-through processing, intelligent routing, guided experiences, exception management, and AI-enabled capabilities.

  • Partner closely with Operations on ideation and execution by identifying client, banker, and operational friction and translating opportunities into prioritized roadmap initiatives and measurable improvements.

  • Own cross-product issue-resolution journeys, ensuring clients can submit, manage, track, and resolve servicing needs through connected, transparent experiences while operational teams retain execution accountability.

  • Drive proactive relationship support through alerts, guidance, education, contextual assistance, servicing communications, and seamless escalation from self-service to assisted support.

  • Partner with Business Banking, Operations, Technology, Design, Risk, Compliance, Legal, Fraud, Cybersecurity, Data & Analytics, and product teams to deliver scalable, secure, resilient, and well-controlled solutions.

  • Use client feedback, operational insights, performance metrics, market trends, and competitive intelligence to prioritize enhancements, develop investment recommendations, and measure adoption, efficiency, retention, and value attainment.

  • Lead governance, launch readiness, executive reporting, resource management, and talent development while fostering client focus, accountability, innovation, collaboration, disciplined execution, and effective risk management.

Required Qualifications:

  • 10+ years of digital product management or leadership experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.

  • 4+ years of management or leadership experience.

Desired Qualifications:

  • Experience leading digital servicing, relationship support, business administration, self-service, service operations, or other cross-product financial-services experiences.

  • Demonstrated success defining an enterprise or business-line product strategy and translating it into integrated roadmaps, investment priorities, delivery plans, adoption strategies, and measurable outcomes.

  • Experience leading complex client journeys across digital self-service, banker-assisted channels, contact centers, operations, workflow, and issue resolution.

  • Experience in operations, technology, or a role requiring close partnership with operational and technical teams to design and deliver digital solutions.

  • Strong understanding of user access and permissions, role-based administration, personas, delegated authority, approval structures, authentication, and related control considerations.

  • Experience advancing servicing automation, workflow modernization, straight-through processing, intelligent routing, exception management, or AI-enabled servicing capabilities.

  • Demonstrated ability to reduce client effort, improve digital adoption, increase banker or operations productivity, and lower cost to serve while maintaining effective risk and control performance.

  • Experience partnering across Business Banking, Technology, Operations, Risk, Compliance, Legal, Fraud, Cybersecurity, Design, Data & Analytics, and product teams in a regulated environment.

  • Demonstrated ability to use client feedback, operational insights, behavioral data, performance metrics, and competitive intelligence to guide strategy and prioritization.

  • Strong executive influence, product judgment, strategic thinking, communication, organizational-change, talent-management, and resource-planning capabilities.

  • Ability to lead through ambiguity while balancing client value, business priorities, operational feasibility, control requirements, resilience, scalability, and speed to market.

Job Expectations:

  • Ability to travel up to 25% of the time.

  • This position offers a hybrid work schedule.

This position is not eligible for Visa sponsorship.

Posting Location(s):

  • 401 S Tryon St. 6 Charlotte, North Carolina 28202

Required locations listed.

Posting End Date:

18 Sep 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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