Business Relationship Support Specialist
at Wells Fargo
Miami, Florida, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 16 Feb, 2025 | Not Specified | 17 Nov, 2024 | 2 year(s) or above | Outlook,Commercial Banking,Training,Treasury Management,Microsoft Office,Excel,Regulatory Risk,Communication Skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
APPLICANTS WITH DISABILITIES
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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
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, educatio
Desired Qualifications:
- Wholesale/Middle Market/ Commercial banking products and services experience
- Knowledge and understanding of sales or client support, general banking, or treasury management
- Knowledge and understanding of middle market commercial banking
- Prior Client Service Officer, Account Manager or Relationship Associate experience
- Knowledge and understanding of Regulatory Risk and Compliance policies and programs
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Excellent verbal, written, and interpersonal communication skills
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
- Strong attention to detail and accuracy skills
- Strong organizational, multi-tasking, and prioritizing skills
- Project management/leadership skills
- Exposure to Treasury Management Products
- Experience/knowledge of BSA AML customer onboarding requirements
- Sense of urgency
- Bilingual speaking, reading, and writing proficiency in Spanish/English Preferre
Responsibilities:
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo is seeking a Business Relationship Support Specialist within Commercial Banking. Learn more about the career areas and lines of business at www.wellsfargojobs.com
Why Wells Fargo:
This is where your true career begins. We ranked #3 on the 2022 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace “to grow your career”. We support employees’ career aspirations and growth. We’re proud of our employee-centered business approach and our commitment to diversity, equity, and inclusion in the workplace. We offer competitive salaries and one of the richest benefits packages in the industry. Our Total Rewards program focuses on wellness, work-life balance and the financial health of our employees.
In this role, you will:
- Be accountable for a complex portfolio of customers
- Share leadership role with managers to oversee a portfolio of accounts
- Identify opportunity for process improvements within the portfolio
- Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
- Verify compliance and report identified issues for resolution
- Make decisions on complex customer issues
- Partner with managers to resolve issues and provides status updates on implementations
- Develop expertise in the policies, procedures, and compliance requirements
- Handle complex customer issues which include escalation and resolution
- Lead team and serve as a subject matter expert for the department
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
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
Desired Qualifications:
- Wholesale/Middle Market/ Commercial banking products and services experience
- Knowledge and understanding of sales or client support, general banking, or treasury management
- Knowledge and understanding of middle market commercial banking
- Prior Client Service Officer, Account Manager or Relationship Associate experience
- Knowledge and understanding of Regulatory Risk and Compliance policies and programs
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Excellent verbal, written, and interpersonal communication skills
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
- Strong attention to detail and accuracy skills
- Strong organizational, multi-tasking, and prioritizing skills
- Project management/leadership skills
- Exposure to Treasury Management Products
- Experience/knowledge of BSA AML customer onboarding requirements
- Sense of urgency
- Bilingual speaking, reading, and writing proficiency in Spanish/English Preferred
Job Expectations:
- Ability to work at the posted location
- Hybrid work schedule
- May require travel for client meetings
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
REQUIREMENT SUMMARY
Min:2.0Max:7.0 year(s)
Financial Services
Banking / Insurance
Finance
Graduate
Proficient
1
Miami, FL, USA